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Fintedge User Guide
Users and Access Control
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 fundament...
Manage Roles
Creating a Role New role can be created from the top navigation bar where all existing roles are available: Admin> System > Manage Roles and Permissions Choose Add Role. Editing and Deleting a Role After role created the following actions are available ...
Permissions Reference
The FintEdge provides several high-level permissions (Special) that grant extended or full access beyond standard role-based permissions. Permission Function ALL FUNCTIONS Grants full access to all system functionalities. Includes all availabl...
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