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Creating a New User and Assigning a Role ​

Users are individuals who use the system to perform specific tasks or functions. This guide describes the process of creating a new user, configuring their settings, and assigning roles.

Viewing the User List ​

The list of existing users and the creation of new ones can be done in the "Users" directory.

Users Directory

Clicking on a user's name opens the editing page. On this page you can:

  • Change the login, password, or department assignment.
  • Restrict access to system functions.
  • Block the user.

Creating a New User ​

To create a new user, click the "Create User" button. A form will open for filling out:

User Creation Form

Fields to Fill In: ​

  • Login Specify a unique user login.

  • User Name Specify the employee's full name.

  • Email Enter the employee's email address.

  • Interface Language Select the interface language (e.g., "ru").

  • Access Level Select the access level from the dropdown list. Available options:

    Access Level Selection

    • Loan Specialist – access only to information about their own department and clients they have registered in the system.
    • Loan Specialists Group – information is available to a combined group of users.
    • Department – access to information within the department.
    • Branch – access to information within the branch (includes multiple departments).
    • Legal Entity – access to information within the legal entity (includes multiple branches and departments).
    • Global Access – full access to all information (typically used for administrators or managers).

  • Department Select the department to which the user will be assigned.

  • Application Approval Amount Limit Specify the maximum amount up to which the user can view loan applications for approval or rejection.

  • List Form Visibility Restriction A flag that determines the display of data to which the user does not have access.

  • Access Blocked A flag for blocking the user.

Assigning Roles ​

A role is a set of rights and access permissions associated with an employee's position or responsibilities. For example:

  • Branch Director.
  • Head Office Lawyer.
  • Credit Manager.

Each role determines which system objects are available to the user (report generation, directory editing, cash flow operations, etc.).

Assigning Roles

Important: ​

  • Multiple roles can be assigned to a single user.
  • If a user has multiple roles, the restrictions will correspond to the most restricted role.

After filling in all fields, click the "Save" button. After that, a popup window will appear with a link to set the password:

Password Setup Link

Share this link with the user to complete the registration.

Creating Roles ​

The process of creating roles is described in a separate guide: Creating Roles.

Note: Regularly check the relevance of user access levels and roles to prevent unauthorized data access.