Role Search

The Role Search page allows you to search for available roles so that you can view or edit the associated permissions. You can also create a new role or display all available roles. The page lists all defined roles and, for each role, identifies the role name, what user level the role can be assigned to (for example, bank user or customer user), and the name of the user who created the role.

To search for a role:

  1. Enter full or partial data for the role you want to find in the search entry field.

    For example, if the role you are searching for is “Bank CSR”, entering “bank” or “csr” will find this role, and any other role with a name containing those characters as well. The more characters you enter, the fewer search results you will see.

  2. Click the Search button.

    Note: You can also click the Show All button to see all roles. If there are too many results, enter partial data to limit the next search, then click the Search button.

    The List of Roles table displays the results of your search.

  3. If you have permission to edit roles, click the edit icon () of the role you wish to edit.
  4. If you have permission to view roles, click the view icon (icon_view) of the role you wish to view.

To create a new role:

To begin the role creation process, click the Create New Role button, located below the List of Roles table.