Create Roles with Permissions

Roles are collections of permissions that represent the tasks and responsibilities of specific users in your organization - like Finance Managers, Treasury Analysts, Developers, or Support Agents. Instead of assigning individual permissions to every employee, you group them into roles to simplify access control, ensure consistency, and maintain security across your digital banking platform.

Roles help you:

• Align system access with actual job functions

• Scale access control efficiently as teams grow

• Reduce the risk of human error from manual permission assignments

• Improve visibility and auditability of who can do what

To create a new role:

1. In your console, navigate to Access Management → Roles.

2. A pop-up window titled "Add a Role" will appear. Enter the role details in the fields provided

   • Role Name – Enter a unique role name (without spaces)

   • Description – Provide a brief summary of the role’s purpose. Use clear and descriptive names to avoid confusion when assigning roles.

3. Under the Select permissions dropdown, choose one or more permissions applicable to the role.

   Example Role Assignments:

   🧾 Example Roles & Permissions

   Role	Example Permissions
   Treasury Analyst	ledger_view_postings_r, ledger/execute_w
   Finance Manager	payments-approve_w, ledger_view_postings_r
   Product Manager	charts-/create_w, template-/view_r
   Support Agent	profile-/view_customer_r, txn-/view_history_r
   HR Manager	employee-/manage_w, employee-svc/view_r

   The role will now appear in the Roles List and can be assigned to employees.