10 / 40
12
Business Banking
A user role is comprised of a set of rules that governs access to features, accounts, and
transaction types that can be assigned to multiple users. For example, you can define
access that a payroll administrator would have in comparison to your payroll clerks or
a location manager compared to an owner. This feature allows you to setup checks
and balances within your processes.
11 12 13 14 15
1 2 3 4 5
11 12 13 14 15 16 17 18 1
1 2 3 4 5 6 7 8
User Roles
10
11 12 13 14 15 16 17 18 19 20
1 2 3 4 5 6 7 8 9
In the
Business Banking
tab, click
User Roles
.
1.
A new user role can be created by clicking
Create Role
.
2.
Enter a Role Name and description.
3.
Click
Continue
.