1.22 Maintain Roles for Users

This topic explains systematic instructions to attach a user profile to a role in the Roles screen.

A Role is always associated with a user for a specific Branch. The values set at the role level are directly inherited by the user for that branch, like Functions IDs, Account Class and Branch Restrictions, Input and Authorization Limits, and so on.

Note:

The fields which are marked in asterisk are mandatory.

Login to the User Maintenance screen.

1. On the User Maintenance screen, click Roles.
   The Roles screen displays.

   Figure 1-27 Roles

   
   

   
   Description of "Figure 1-27 Roles"

   
   
2. On the Roles screen, specify the fields.

   For more information on fields, refer to the field description table.

   Table 1-39 Roles - Field Description

   Field	Description
   Branch Code	Click Search and specify the branch code assigned to the user role from the list of values. The list of values displays all the valid branch codes maintained in the system.
   Role	Click Search and specify the role assigned to the user for the selected Branch Code. The list of values displays all valid roles maintained in the system. Note: One can assign the role of Relationship Manager to a user by selecting RM-ROLE.
   Role Description	Based on the selected Role field, the system displays the role description.

3. Click Add to add a record under the Roles list.
4. To delete a role(s) that has been attached to a user profile, check the box beside the required record and click Delete.
5. Click Exit to end the transaction.