Manage Roles
1 Creating a Role
2 Editing a Role
3 Deleting a Role
4 Assigning a Role
To apply Role directly through the interface:
• Admin > Users.
• Open the target user for editing.
• Select the Role field
• Tick the checkboxes for the role to be granted.
• Select Save User.
5. Roles Reference
The following tables describe the available permissions by functional category. Its administration available under
· Admin > System > Manage Roles and Permissions.
After FintEdge setup the following default list of roles is configured:
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Role
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Permissions overview
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Super User
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- A user with full system access and administrative privileges.
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Back Office
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Handle transaction statuses, including declinesCreate and AML-relatedmanage decisionsclient profilesProcessOpen, update, and controlmaintain movement between ledger and subledger
Manage standing instructions
Access general ledgersavings accounts
CreatePerform transaction-related operations
Perform accounting operations, manage and review journalsystem entriesconfiguration data
Execute approval (checker) actions across multiple processes
View client summaries and basic reporting information
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Client Support/ Front Office
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- View and update client information
- Create and manage client profiles
- Add and maintain addresses, documents, and notes
- Open and view savings accounts
- View client transactions and summaries
- Support client requests and basic operations
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Reports
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- View reports
- Access financial and operational data
- Export data for analysis
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Manage Users
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- Create, update, and delete users
- Manage user access and permissions
- Perform approval actions for user changes
- View administrative configuration settings
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