Create role

To create a new role, follow these steps:

1. Go to Administration > Access management > Roles.

2. On the Roles page, click Add.

1. On the Role management page, enter the Role name and, if needed, provide a description.

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

3. Grant the Privileges by toggling On next to each privilege name.

To assign all privileges, toggle On the option next to Toggle all.

1. Click Submit 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 number of privileges.

• To work with accounts and contracts, users must access the customer profile. For this reason, the privilege VIEW_PERSON is mandatory.