Managing Roles

The Roles page contains all of your default or custom roles. In Finout, you have two types of roles:

• Default roles are out-of-the-box roles provided by Finout, see the roles and permission overview for all default roles and their permissions. Here you can add custom roles or manage your existing roles.

• Custom roles are created by selecting permissions that make up the role. A permission specifies which actions a user can perform in Finout. This enables you to assign specific roles to users tailored to your company's needs.

Note: Access to the roles page is restricted to admins and users with the "Read Roles" permission.

1. Find a particular word or phrase by searching all the data on the Roles page

2. A specific role with its permissions. You can click on a role to do various actions.

3. Create a new custom role.