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Commercial
Note
: Limits and allowances created in user roles control what is
allowed at the company level. Restrictions may not exceed the limits
set in the Company Policy.
In the
Commercial
tab, click on
User Roles
.
1.
A new user role can be created by clicking
Create Role
;
Copy
a role if the
roles are similar.
2.
To edit or review roles assigned to a new user, click on the name of the user
role to view or make changes.
3.
To edit roles, click the
icon next to the user roles at the top of the page
when reviewing the rules
4.
Define
Features
and
Accounts
as well as allowable actions for each
Transaction Type
.
5.
Delete
a user role in the list of available roles or at the top of the page during
review.
User Roles