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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 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