Privileges Management
A. Login with Corporate Super Admin (CSA)
1- Go to (Administration).
2- Go to (Manage Departments).
3- Enter the name of required department.
4- Click on (Add).
B. Go to (Manage Groups)
1- Select the required department.
2- Enter the name of required group.
3- Click on (Add).
C. Go to (Manage Roles)
1- Select the required department.
2- Select the required group.
3- Enter the name of required Role.
4- Click on (Add).
5- New Role will be added in below table.
6- Click on (Manage).
D. Select Role Type (Financial Services/Administrative Services)
1- Select the required services to grant the access for.
2- Select Each service and lick it to required account(s) all services should be linked to continue.
3- Click on (Save).
E. Go to (User Roles)
1- Select the user.
2- Select the required role.
F. Go to (Corporate Service Limits)
User can set required limits related to each financial service.
1- Select service from the list.
2- Enter all required details.
3- Click on (Save).
4- Repeat above steps for each service.
G. Go to (Users Service Limits)
User can set required limits related to each financial service for each user exclusively.
1- Select user.
2- Select service from the list.
3- Enter all required details and Click on (Save).
4- Repeat above steps for each service.