Associate a Role to Users

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.

Associate a Role to Users

  1. Select a role to open its details.
  2. In the Associated Users panel, click:
    1. No beside a user to associate that user to the role. The role turns Yes: the user is now associated to the role.
    2. Yes beside a user to dissociate that user from the role. The role turns No: the user is now dissociated from the role.
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