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Q:
How do I create a new 'customer role'?
A:
Bankline offers 'Master roles', which you can edit and then save as a new 'Customer role'. Or you can start with a blank canvas and create a new 'Customer role'.
- Go to 'Administration' and select 'Manage roles'.
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Enter a role name and a short description to help you identify the role when assigning it to a user.
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Select the privileges you need by ticking the box next to each one. Use the drop-down menu to display other privilege types. They're split into 'Administration', 'Account Information', 'Audit', and 'Payments'.
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Before you move to another category of privileges, hit 'Save and go'. When you've finished choosing them, select 'Continue'.
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You'll now need to assign accounts to the role, then hit 'Continue' and 'Confirm new role'.
For help managing roles and users, take a look at this video: