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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
the differences in access that a payroll administrator would have in comparison to
your two payroll clerks, or a location manager compared to an owner. This feature
allows you to setup checks and balances within your payment processes.
Limits and allowances created in User Roles are
further limiters to what is allowed at the company
level. Restrictions may not exceed the limits set in
the Company Policy.
Click on the
User Roles
tab.
1.
A new user role can be created by clicking
Create Role
.
2.
To review users assigned to a specific role, click on the number in the Users
column and the users will appear below.
3.
If you know that you would like to edit the roles, click on the
icon next to
the user role that you would like to edit. These changes will apply to all users
assigned to this user role. You can also click the
icon at the top of the page
once reviewing the rules for that user role.
4.
Define
Allowable Actions
,
Rights
, and
Approval Limits
as well as
Features
and
Accounts
for which that user will have access.
5.
You can
Delete
a User Role at the top of the Company Policy page.
User Roles:
Business Online Banking
User Roles