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Associate Roles to a User

Roles in Fairways Debt represent job functions with permissions to perform specific operations assigned to this specific role.

Note: Only users associated with a role that enables the appropriate permissions can manage roles. Contact your Finance Active consultant for further information.

 

Prerequisites
  1. Enable the Access Rights application
  2. Be in the new permission system
  3. Create:

 

Navigate to the Access Rights Application
  1. Log in to your Fairways Debt account.
  2. Navigate to Applications Applications.png > Administration > Access Rights.

 

Associate Roles to a User
  1. Click Manage Users.

AccessRights_EN.png

  1. Click Edit Edit_blue.png beside the relevant user.

Note: You can only edit users moved to the new permission system.

Users_EN.png

  1. Select a role to associate with the user and select the perimeter of that role.

Tip: Click Add Role to associate multiple roles with the user.

  1. Click Save.

Role_Assign_EN.png

The user can now perform the action(s) allowed by their role(s).

In our example, we added the Inspector role to Jacques Descourtieux.

  1. Click Edit Edit_blue.png beside the user to verify their new rights.

Role_Edited_EN.png

The new role(s), including the associated permissions, now display(s) in the permission matrix.

Permission_Matrix_EN.png

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