Manage Roles

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.

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:

Role	Permissions overview
Super User	A user with full system access and administrative privileges.
Back Office	Create and manage client profiles Open, update, and maintain savings accounts Perform transaction-related operations Perform accounting operations, manage and review system configuration data Execute approval (checker) actions across multiple processes View client summaries and basic reporting information
Client Support/ Front Office	Create and manage client profiles Open, update, and maintain savings accounts View client transactions and summaries Support client requests and basic operations
Reports	View reports Access financial and operational data Export data for analysis
Manage Users	Create, update, and delete users Manage user access and permissions Perform approval actions for user changes View administrative configuration settings