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