New Bank User - Roles

The New Bank User – Roles page allows you to assign one or more roles to the new bank 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. When you have finished setting the user's roles (and deposit limits, if applicable), click the Save button to save the user record to the database.