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Create Role

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:
  • For organisations that require one Administrator to approve administration changes, a confirmation message is displayed advising that the role has been created. The role's status is set to Approved and the role can be assigned to users.
  • For organisations that require two or more administrators to approve administration changes, the request will require additional approval. The role’s status is set to Pending Approval. Another Administrator must approve the creation of the role before it can be assigned to users.