Create role

To create a new role:

  1. Go to Administration > User management.

  2. From the content menu choose Roles > click the Add button.

  1. Write down the Role name.

  2. Scroll the list of the grouped privileges. Click the sign to open available set of privileges.

  1. Assign the Privileges by clicking on the sign next to the privilege name.

If you want to assign all privileges, click on the sign next to Toggle all.

  1. Click the Submit button to create a new role.

Role naming rules:

  • Use capital letters only;

  • Use underscores instead of the word spaces.

For example, if you need to create a role for a bank official, use BANK_OFFICIAL.

  • A role can contain an unlimited amount of privileges.

  • The VIEW_PERSON is a mandatory role for all users as current accounts, loan contracts, deposit contracts and collaterals are always accessed through the customer profile.

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