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Remove role

To remove role:

  1. Go to Administration > User management > Roles.

You can delete the role only if it is not assigned to any user.

Click on the sign next to the name of the role that needs to be removed.

Privileges

There are two types of privileges:

  • View privileges. This group of privileges grants reviewer rights only. For example, VIEW_CONTRACT_EVENTS, VIEW_DEPOSIT_OFFER.

  • Action privileges. This group of privileges grants permissions to add, delete, modify objects. For example, MANAGE_USERS, BLOCK_ACCOUNT, ADD_LOAN_OFFER.

In the BackOffice all privileges are grouped per business domain. For example, ACCOUNT, DEBT, DEPOSIT, etc.

You can check the list of the available privileges in BackOffice by going to:

  • Administration > User management > Roles > Add.

The Tuum system automatically updates the list of privileges whenever new features are added. By default, all new privileges are assigned to the Admin role. If you want to assign these new privileges to any other role, you must do so manually.

Modify role

Modifying role means assigning or removing privileges. To do that, go to:

  1. Administration > User management.

  2. From the content menu choose Roles.

  3. Click on the Role name that should be modified.

  4. On the Role management page, find the necessary privileges group.

  5. Do the following in a particular privileges section to change the privilege with the role.

  6. At the bottom of the Role management page, click the Save button.

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.

  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.

Role management

Roles and privileges define the user permissions to access and complete different actions within the Tuum system.

Below you will find the following information:

All privileges are grouped by product or functionality. To view the list of privileges, click the sign.

Click on the sign to select privileges.

To assign a privilege, click on the toggle sign next to the privilege name.

To remove a privilege, click on the toggle sign next to the privilege name.

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

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.

Role management page
Privileges
Create role
Modify role
Remove role

Role management page

The Roles page is where you can create and manage roles. To access it, navigate to:

  1. Administration > User management.

  2. From the content menu, choose Roles.

You can use the filtering controls in the table header to refine how the table content is displayed. Find more information about filtering table content .

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