New User - Roles

The New User – Roles page allows you to assign one or more roles to the new user you are creating. Assigned roles determine what permissions the user will have while using the application and the actions the user can perform within the application.

1. Assign all desired roles to the user, noting the following:
   • You must assign at least one role to the user, although you can assign more than one.
   • To assign a role (and all associated permissions) to a user, select the role from the Available Roles list, and click the Add >> button. This moves the role to the Assigned Roles list and gives the user that role and associated permissions.
   • To remove a role (and all associated permissions) from a user, select the role from the Assigned Roles list, and click the << Remove button. This moves the role to the Available Roles list and removes that role from the user.

Tip: You can work with multiple roles simultaneously by pressing and holding the CTRL key while selecting roles to either assign or remove roles.

1. If you have selected an operator- or supervisor-type role, the page will include a Single Deposit and Item Limits table (for operator-type roles) and a Multi-Deposit Limits table (for supervisor-type roles), allowing you to override the configured default deposit limits by entering new limits for this particular user. You can only enter override values that are lower than the identified Customer Limit value.

   Note: If your system is configured for user-level tier assignment and you have the appropriate permission and role, you can select the Custom tier radio button to override the user's inherited customer-level tier, allowing you to assign any defined tier to the current user. Additionally, you can lower or raise any of the deposit limits identified in a user-assigned tier and designate a user-specific risk category to fully-customize user processing limits and risk ratings on a user-by-user basis.

2. When you have finished setting the user's roles (and deposit limits, if applicable), click the Next button to proceed to the next user creation step.