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Manage Roles

Creating a Role
Editing a Role
Deleting a Role
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.

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:

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
  • View and update client information
Create and manage client profiles AddOpen, update, and maintain addresses, documents, and notes
Open and view 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

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