> For the complete documentation index, see [llms.txt](https://docs.xyb.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xyb.co/manage-employees-roles-and-permissions.md).

# 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.

<div data-full-width="true"><figure><img src="https://1792085566-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkIq1PGbSmC3vQR1DFPNM%2Fuploads%2Fgit-blob-ed4a6d6fb84c0529f91ee4b4477a0603eeb3cdfc%2Fimage.png?alt=media" alt=""><figcaption></figcaption></figure></div>

Learn how to:

1. [Manage permissions](/manage-employees-roles-and-permissions/define-permissions.md)
2. [Create roles with pre-defined permissions](/manage-employees-roles-and-permissions/create-roles-with-permissions.md)
3. [Manage employees and assign roles](/manage-employees-roles-and-permissions/add-employees-with-pre-defined-roles.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.xyb.co/manage-employees-roles-and-permissions.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
