Edit Bank User Roles
The Edit Bank User Roles page allows you to change the roles that a bank user has been assigned.
- Make any desired changes to the user's assigned roles, noting the following:
- 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.
- If your system is configured for assignable user roles and the role includes a Create/Read/Update/Delete Users permission (or another similar user management permission like Create/Read/Update/Delete Home Location Users), you can change which specific user roles can be managed:
- When you have finished making your changes, click the Save button to save your changes and return to the Bank User Details page.