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.

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