Overview

This page  helps you understand how to configure role based access control. You can configure the required access to a role by choosing from access permissions, which include Read, Write, Check, Verify, Approve, and Authorize. Once done, the role's access level will be controlled according to the permissions provided.

The below step-by-step instructions describe the process. 

Configuring Role based Access

1. On the Side Panel of Finvisage application, click Settings.

The Settings menu is displayed. 

2. On the Settings menu, click Role.

The Role page is displayed.

3. On the  Role page, click the Edit button corresponding the required role. For example, Accountant. See the image below:

The Edit page is displayed.

4. On the  Edit page:

A. In the Description box, enter the access description.

B. Specify the access by choosing from Read, Write, Check, Verify, Approve, or Authorize.

Note: 

- You cannot provide both Read and Write access to a feature at the same time. You can select any one of them. 

- You can provide all the permissions including Check, Verify, Approve, and Authorize to all the modules and their features all at a time.

- If you wish to provide access to all the features of a module, then select the Check All option corresponding to it. 

- If you wish to provide access to only specific features instead of all, then select those options individually.  

C. Finally, click the Update button at the bottom. 

The role based access is configured.