Permissions Reference

The Fintedge provides several high-level permissions that grant extended or full access beyond standard role-based permissions.

Permission	Function
ALL FUNCTIONS	Grants full access to all system functionalities. Includes all available actions (create, read, update, delete, approve) across all modules.
ALL FUNCTIONS READ	Provides read-only access to all system data
BYPASS TWOFACTOR	Allows users to access the system without two-factor authentication. Should be assigned only in exceptional cases due to security implications.
CHECKER SUPER USER	Grants full approval (checker) rights across the system, Allows the user to approve or reject any operation that requires authorization.
REPORRING SUREP USER	Provides full access to all reporting capabilities: Allows viewing, generating, and exporting all available reports in the system.

Note: High-level permissions override all assigned granular (low-level) permissions within the Fintedge. These permissions should be assigned only in exceptional cases and with proper control.

Back Office

Permission	Function
Account_transfer	APPROVE ACCOUNTTRANSFER DECLINE ACCOUNTTRANSFER DECLINEAML ACCOUNTTRANSFER DECLINEAMLFINAL ACCOUNTTRANSFER EXECUTE ACCOUNTTRANSFER LEDGERTOSUBLEDGER ACCOUNTTRANSFER SETSENT ACCOUNTTRANSFER SUBLEDGERTOLEDGER ACCOUNTTRANSFER READ STANDINGINSTRUCTION
Accounting	READ GLACCOUNT CREATE JOURNALENTRY CREATE JOURNALENTRY CHECKER READ JOURNALENTRY RESVERSE JOURNALENTRY
Configuration	READ ACCOUNTING READ DROOLS READ ADMIN READ ORGANIZATION READ PRODUCTS READ CALENDAR READ SURVEYREAD CODE UPDATE CODE UPDATE CODE CHECKER CREATE CODEVALUE CREATE CODEVALUE CHECKER DELETE CODEVALUE DELETE CODEVALUE CHECKER READ CODEVALUE UPDATE CODEVALUE UPDATE CODEVALUE CHECKER READ CONFIGURATION UPDATE CONFIGURATION UPDATE CONFIGURATION CHECKER READ CURRENCY UPDATE CURRENCY UPDATE CURRENCY CHECKER CREATE REPORT READ REPORT
Organisation

READ OFFICE

Portfolio

CREATE ADDRESS
CREATE ADDRESS CHECKER
DELETE ADDRESS
DELETE ADDRESS CHECKER
READ ADDRESS
UPDATE ADDRESS
UPDATE ADDRESS CHECKER

ACCEPTTRANSFER CLIENT

ACCEPTTRANSFER CLIENT CHECKER
ACTIVATE CLIENT
ACTIVATE CLIENT CHECKER

ACCEPTTRANSFER
ASSIGNSTAFF CLIENT CHECKER

BLOCK CLIENT
CLOSE CLIENT
CREATE CLIENT
CREATE CLIENT CHECKER
DELETE CLIENT
DELETE CLIENT CHECKER
REACTIVATE CLIENT
REACTIVATE CLIENT CHECKER
READ CLIENT
REJECT CLIENT
REJECT CLIENT CHECKER
REJECTTRANSFER CLIENT
REJECTTRANSFER CLIENT CHECKER
UNBLOCK CLIENT
UPDATE CLIENT
UPDATE CLIENT CHECKER
UPDATESAVINGSACCOUNT CLIENT
CREATE CLIENTCHARGE
CREATE CLIENTCHARGE CHECKER
DELETE CLIENTCHARGE
DELETE CLIENTCHARGE CHECKER
INACTIVATE CLIENTCHARGE
INACTIVATE CLIENTCHARGE CHECKER
PAY CLIENTCHARGE
PAY CLIENTCHARGE CHECKER
READ CLIENTCHARGE
UPDATE CLIENTCHARGE
UPDATE CLIENTCHARGE CHECKER
CREATE CLIENTNOTE
CREATE CLIENTNOTE CHECKER
DELETE CLIENTNOTE
DELETE CLIENTNOTE CHECKER
READ CLIENTNOTE
UPDATE CLIENTNOTE
UPDATE CLIENTNOTE CHECKER
CREATE DOCUMENT
CREATE DOCUMENT CHECKER
DELETE DOCUMENT
DELETE DOCUMENT CHECKER
READ DOCUMENT
UPDATE DOCUMENT
UPDATE DOCUMENT CHECKER
CREATE FAMILYMEMBERS
DELETE FAMILYMEMBERS
READ FAMILYMEMBERS
UPDATE FAMILYMEMBERS
CREATE SAVINGSACCOUNT
CREATE SAVINGSACCOUNT CHECKER
DELETE SAVINGSACCOUNT
DELETE SAVINGSACCOUNT CHECKER
READ SAVINGSACCOUNT

REACTIVATE CLIENT
REACTIVATE CLIENT CHECKER
UPDATE SAVINGSACCOUNT
UPDATE SAVINGSACCOUNT CHECKER
UPDATESAVINGSOFFICER SAVINGSACCOUNT

REJECTTRANSFER CLIENT

REJECTTRANSFER CLIENT CHECKER

CREATE CLIENTCHARGE
CREATE CLIENTCHARGE CHECKER
DELETE CLIENTCHARGE
DELETE CLIENTCHARGE CHECKER
INACTIVATE CLIENTCHARGE
INACTIVATE CLIENTCHARGE CHECKER
PAY CLIENTCHARGE
PAY CLIENTCHARGE CHECKER
READ CLIENTCHARGE
UPDATE CLIENTCHARGE
UPDATE CLIENTCHARGE CHECKER

 

Report

VIEW CLIENT SUMMARY

Savings Transactions

CREATE ACCOUNTTRANSFER
CREATE ACCOUNTTRANSFER CHECKER
EXECUTECRYPTO ACCOUNTTRANSFER
READ ACCOUNTTRANSFER
ACTIVATE SAVINGSACCOUNT
ACTIVATE SAVINGSACCOUNT CHECKER
APPROVE SAVINGSACCOUNT
APPROVE SAVINGSACCOUNT CHECKER
BLOCK SAVINGSACCOUNT
BLOCK SAVINGSACCOUNT CHECKER
BLOCKCREDIT SAVINGSACCOUNT
BLOCKCREDIT SAVINGSACCOUNT CHECKER
BLOCKDEBIT SAVINGSACCOUNT
BLOCKDEBIT SAVINGSACCOUNT CHECKER
CLOSE SAVINGSACCOUNT
CLOSE SAVINGSACCOUNT CHECKER
HOLD SAVINGSACCOUNT
REJECT SAVINGSACCOUNT
REJECT SAVINGSACCOUNT CHECKER
REVERSETRANSFER SAVINGSACCOUNT
UNBLOCK SAVINGSACCOUNT
UNBLOCK SAVINGSACCOUNT CHECKER
UNBLOCKCREDIT SAVINGSACCOUNT
UNBLOCKCREDIT SAVINGSACCOUNT CHECKER
UNBLOCKDEBIT SAVINGSACCOUNT
UNBLOCKDEBIT SAVINGSACCOUNT CHECKER
UNHOLD SAVINGSACCOUNT

UPDATESAVINGSOFFICER SAVINGSACCOUNT

UNDOTRANSACTION SAVINGSACCOUNT
UNDOTRANSACTION SAVINGSACCOUNT CHECKER

Front Office

Permission	Function
Account_transfer	READ STANDINGINSTRUCTION
Portfolio	CREATE ADDRESS CREATE ADDRESS CHECKER DELETE ADDRESS DELETE ADDRESS CHECKER READ ADDRESS UPDATE ADDRESS UPDATE ADDRESS CHECKER ACTIVATE CLIENT ACTIVATE CLIENT CHECKER CLOSE CLIENT CREATE CLIENT CREATE CLIENT CHECKER DELETE CLIENT DELETE CLIENT CHECKER READ CLIENT REJECT CLIENT REJECT CLIENT CHECKER UPDATE CLIENT UPDATE CLIENT CHECKER UPDATESAVINGSACCOUNT CLIENT CREATE CLIENTNOTE CREATE CLIENTNOTE CHECKER DELETE CLIENTNOTE DELETE CLIENTNOTE CHECKER READ CLIENTNOTE UPDATE CLIENTNOTE UPDATE CLIENTNOTE CHECKER CREATE DOCUMENT CREATE DOCUMENT CHECKER DELETE DOCUMENT DELETE DOCUMENT CHECKER READ DOCUMENT UPDATE DOCUMENT UPDATE DOCUMENT CHECKER CREATE FAMILYMEMBERS DELETE FAMILYMEMBERS READ FAMILYMEMBERS UPDATE FAMILYMEMBERS CREATE SAVINGSACCOUNT CREATE SAVINGSACCOUNT CHECKER DELETE SAVINGSACCOUNT DELETE SAVINGSACCOUNT CHECKER READ SAVINGSACCOUNT REACTIVATE CLIENT CHECKER READ CLIENTCHARGE UPDATE SAVINGSACCOUNT UPDATE SAVINGSACCOUNT CHECKER
Report	VIEW CLIENT SUMMARY
Client Transactions	READTRANSACTION CLIENT
Savings Transactions	READ ACCOUNTTRANSFER

Reports

Permission	Function
Reports	Enables users to access the reporting section, choose relevant reports, review data, and download reports as needed. For example, View Active Clients - Email View Active Group Leaders - Email View Active Loan Clients - Email View Active Loan Summary per Branch View Active Loans - Details

Manage Users

Permission	Function
Authorisation	CREATE USER CREATE USER CHECKER DELETE USER DELETE USER CHECKER READ USER UPDATE USER UPDATE USER CHECKER
Configuration	READ ADMIN

Note: