Manage Employees, Roles, and Permissions

Managing access across your organization starts with a clear structure. This visual outlines the five essential steps to effectively set up and assign roles and permissions using the XYB platform. From planning access levels to assigning roles and finalizing configurations, each step ensures secure, scalable, and role-specific control across your banking modules.

Learn how to:

1. Manage permissions

2. Create roles with pre-defined permissions

3. Manage employees and assign roles