User Roles

As part of the user management process, administrators assign and manage user roles.

User role tasks are performed on the Manage Users, User Detail, and the User Roles pages. To access User Roles, select Setup > Manage Users from the menu, and then select User Roles.

User Role: A User Role is a predefined set of permissions designed to give users with specific responsibilities access to the information and parts of the application that are necessary for them to do their jobs. These roles can be applied to one or more users who, in turn, inherit the defined permission set. If a user role is updated later, then the permissions of all users with that user role are also updated.

Note: Users who are not set up as administrators but who are assigned to custom or nonstandard roles that give them permission to Manage Users can also assign user roles.

Standard User Roles

There are four standard user roles. You can reposition them in the list on the User Roles page, but they cannot be deleted or made inactive. In addition, their assigned permissions cannot be changed. The permissions for each user role are grouped into these categories:

Reporting
Update
Setup
Daily
Profitability
Pricing
Forecasting
Asset and Liability Management (ALM)
Current Expected Credit Loss (CECL)
Scorecard

The standard user roles are:

Administrator
Branch Manager
Loan Officer
Relationship Manager

Delete User Roles

You cannot delete standard user roles. In addition, you cannot delete a user role that is associated with users. You must assign a new role to each user with the role, and then you can delete the role.