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
- Log in to your Fairways Guarantees account, e.g. https://koesio.financeactive.com/login.
- Select a customer account.
- Navigate to > .
Associate a Role to Users
- Select a role to open its details.
- In the Associated Users panel, click:
- beside a user to associate that user to the role. The role turns : the user is now associated to the role.
- beside a user to dissociate that user from the role. The role turns : the user is now dissociated from the role.