Custom roles can be created by Administrators in your organisation, allowing you to assign custom permissions to users. To create a custom role, follow the steps below.
- Currently only Cash Management (payments, receivables, balance and transaction reporting and term deposit reporting) custom roles can be created
- Users can be assigned multiple custom roles
- Available attributes (accounts, loans, term deposits, billing entities, Confidential Data Groups, approval discretions, payment purposes (standard or payroll)) are defined in User Permissions.
STEP | ACTION |
---|---|
1 | Go to the Administration > Role Management screen |
2 | Click New on the Control Bar |
3 | Enter a unique Role Name up to 60 alphanumeric characters |
4 | Enter a Role Description up to 200 alphanumeric characters |
5 | Assign permissions to the role. For details on each permission, see the Role Permissions section. |
6 | Click Submit
RESULT: The result depends on the Administration Model being used:
|