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Standard access permissions based on the role of the user. Roles are given the rights to access specific functions or menu items. It is very important to configure user roles based on principles of segregation of duties. Usually, those roles will be based on the positions of the users within the financial institution. 

Create a new Role

To create a new Role click +Create button upper right-hand corner and fill the field: Name 

Mark needed checkboxes from the list of permissions for the respective role. The list of permissions are defined by OpenCBS and cannot be changed. 

After that, click the Save button at the upper right-hand corner to save the new entry or Cancel to quit without changes.

Edit Role


To edit the specific role click on it to go to the details where you will find the Edit button.


Once changes made click Save to save them or Cancel to discard. 


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