Create a Role

Permissions enable users to perform specific actions in the application. A role group a specific set of permissions. A role is then applied to a user, so that user can inherit permissions from that role.

 

Navigate to the Roles Section

  1. Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
  2. Select a customer account.
  3. Navigate to Administration > Roles.

Create a Role

  1. Click Add Role.
  2. Complete the form with all relevant details.

Note: Fields marked with an asterisk are mandatory.

Field Description
Name Role name.
Description Additional details about the role.
  1. Click Add Role.

The new role displays.

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