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.
|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.|
RESULT: The result depends on the Administration Model being used: