Manage Role Permissions

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.

Manage a Role

  1. Select a role to open its details.
  2. Click No beside a section to enable the permission editing for that section.

The toggle turns Yes: you can edit permissions for that section.

  1. Click:
    1. No beside the permission to enable. The toggle turns Yes: users under this role are able to perform that action.
    2. Click Yes beside the permission to disable. The toggle turns No: users under this role are not able to perform that action.
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