Understanding Users, Roles, and Permissions

A FintEdge user is an account that stores the credentials, personal details, assigned role, and permission set interacting with the system. 

The complete list of users can be found by navigating to Admin > Users.

 

Manage Roles and Permissions are the fundamental unit of access control in FintEdge accessed by:

Admin > System > Manage Roles and Permission

They authorise a user to view specific data or carry out specific actions. Permissions can be applied to the role that is then assigned to the user.

Creating a User

Editing a User

Deleting a User

Access rights