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, navigate to Setup > Manage Users, 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 later updated, 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
  • 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 unwanted role, and then you can delete the role.

  • Administrator User Role
    The Administrator role is designed for the admin of the application at the financial institution.
  • Branch Manager User Role
    The Branch Manager role is designed for intermediate users of the application at the financial institution.
  • Loan Officer User Role
    The Loan Officer role is designed for lenders at the financial institution.
  • Relationship Manager User Role
    The Relationship Manager role is designed for the power user of the application at the financial institution.
  • Creating Custom User Roles
    If a user requires nonstandard permissions, you can create a custom role for the user.
  • Adding Nonstandard User Roles
    Use Setup > Manage Users > User Roles to create new, nonstandard user roles for groups of users who require the same sets of customized permissions.
  • User Permissions
    You can use standard, custom, or nonstandard user roles to grant users the permissions they must have to access the data and the parts of the application required for them to do their jobs.
  • Assigning Scorecard Permissions
    Use this information to review and assign a Scorecard permission level to each user.
Parent topic: Manage Users