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Edit Role

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

To edit a custom role, follow the steps below.

System roles cannot be edited.
STEP ACTION
1 Go to the Administration > Role Management screen
2 Locate the role and use one of the following methods to move the role into edit mode:
  • Method 1: Right-click on the role and click Edit on the Context Menu
  • Method 2: Select the role and click Actions > Edit on the Control Bar
  • Method 3: Click on the role in the list to display the Role Details screen and then click Edit on the Control Bar
To find a role, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
3 Edit the role details or permissions as required. For information on Role Permissions, click here.
4 Click Save on the Control Bar
RESULT: A confirmation message is displayed. The result depends on the Administration Model being used:
  • For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the role details have been successfully updated. The Role Status is set to Approved and the changes are implemented.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The Role Status is set to Pending Approval. Another Administrator must approve or reject the changes made to the role.