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
|
|
|
Back Office
|
Create and manageManage client profileslifecycle (Create, block, close, reactivate)- Open, update, and maintain savings accounts
- Perform
transaction-relatedtransfers operations
- Perform accounting operations,
managecreating journal entries
Manage and review system configuration data
Execute approval (checker) actions across multiple processes
View clientmain summaries and basic reporting informationreports
|
|
Client Support/ Front Office
|
- Create and
manageupdate client profiles
- Open, update, and maintain savings accounts
ViewInitiate client transactions and summariestransfers
- Support client requests and basic operations
View basic reports
|
|
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
|
