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What are the different master roles?
There are a number of master roles that can be assigned to users within Bankline, these provide the user with varying levels of functionality and access to information.
Before assigning a Master Role to your users please review the privileges it contains, you can do this in a number of ways from the Administration menu:
- Select Manage Users, and select Print all Roles/Users to view a PDF report that includes all the Master Roles and the privileges they contain (you can also select Export all Roles/Users to obtain this information in a CSV file).
- Select Manage Users, and when either viewing an existing user or creating a new one, select Edit Roles/Smartcard and select the name of the Master Role.
- Select Manage Roles, and then select the name of the Master Role. Use the drop down list to move between the different privilege types.
It is important that you know all of the privileges you are granting a user before assigning a role.
The master roles that can be assigned to users in Bankline are:
|
Role |
Privileges |
|
Account Leader |
Allows users to create, edit and manage other users on their profile. Users with this role can also view statements and balances. Users can create and approve standard payments and transfers, including their own. It also gives access to Bankline Mobile (on selected mobile devices). |
|
Account Operator |
Allows users to view and manage account information, including balances, transactions and voucher images. This also includes manage accounts, manage account information preferences and manage customer account sets privileges from the administration menu. |
| Account Viewer | Allows users to view statements and balances. It also gives access to Bankline Mobile (on selected mobile devices). |
|
Administrator |
Gives users all privileges for administration. |
|
Auditor |
Allows users to view audit records and view privileges reports. |
|
Auth All Pymts |
Allows users to view payments, authorise imported files, and to authorise most payment types (excluding from confidential Bulk lists) and check Bulk lists and Templates. They cannot authorise their own payments. They can also cancel Direct Debits and standing orders. |
|
Auth FD & IAT |
Allows users to view payments and to authorise imported files, Standard domestic future dated payments and Inter Account Transfers (IATs) (excluding from confidential bulk lists).
Users can also check Bulk lists and Templates and cancel Direct Debits and standing orders. |
|
Balance Operator |
Allows users to view account balances only. |
| Bankline Mobile User | Allows users to access Bankline Mobile (on selected mobile devices). |
|
Key & Auth All Pymts |
Gives users most of the payment privileges – to view payments, use file import, and to key and maintain most payment types (excluding from confidential Bulk lists). It also includes most of the Bulk list and Template privileges. They can authorise imported files and most payment types, but can only authorise their own Single or Bulk Standard domestic future-dated payments and Inter Account Transfers (IATs). |
|
Key All Pymts |
Allows users to view payments, use file import and to key, import and maintain most types of payments, Templates and Bulk lists (except confidential Bulk lists). They cannot authorise payments. |
|
Key Std Pymts |
Allows users to view all payments, use file import, and to key and maintain all Standard domestic payment types and IATs (excluding from confidential Bulk lists), but not to authorise them.
Users can also create and maintain Bulk lists and Templates for Standard domestic payments and Inter Account Transfers (IATs). |
|
Key & Auth FD &IAT |
Allows users to view all payments, use file import and to key and import Standard domestic payments and IATs (excluding from confidential Bulk lists). Users with this role can authorise imported files and their own and other user’s Standard domestic future dated payments & Inter Account Transfers (IATs).
Users can also create, maintain, and check Bulk lists and Templates for Standard domestic payments and Inter Account Transfers (IATs). They can also cancel Direct Debits and standing orders. |
| Payment controller | Allows users to view statements and balances. Users can create and approve standard payments and transfers, including their own. It also gives access to Bankline Mobile (on selected mobile devices). |
|
Payment Releaser |
Gives privileges to release both keyed and imported files of payments. You will need to set up at least one user to Release payments if you have customised your service so that some or all payments are ‘held’ after authorisation. |
|
Superuser |
Gives users all the audit and account information privileges, for example; to view account balances and transactions. It also gives all administration privileges except setting payment limits and preferences. |
|
Superuser FD & IAT |
Gives users the ability to view all payments, use file import and to key and maintain Standard domestic payments and Inter Account Transfers (IATs). Users can authorise imported files, and authoirse their own and others Single or Bulk Standard domestic future-dated payments and Inter Account Transfers. It also includes Bulk list and Standard domestic Template privileges and the ability to cancel Direct Debits and standing orders. This role also includes all privileges for administration, audit and account information. |
|
Superuser Payments |
Gives users most payment privileges – to view payments, use file import and key and maintain most payment types. It also includes Bulk list and Template privileges. They can authorise imported files and most payment types but can only authorise their own Single or Bulk Standard domestic future-dated payments and Inter Account Transfers (IATs). This role also includes all privileges for administration, audit and account information. |