Equity Bank Corporate Online Banking User Guide
8
Corporate
User Roles Overview Once you establish your Company Policy, you can start creating user roles. User roles are the restrictions placed to shape a user’s privileges, depending on the responsibilities a user has. Some users may have the ability to draft a transaction, while others can approve it. User roles must fit within the Company Policy and cannot exceed it.
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In the Manage Users tab, click User Roles . A. You can use the search bar to find specific user roles. B. Click the
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A1 B1 C1 D1 E1 F1 G1 H1 I1 icon next to the appropriate column to sort user roles by name
A2 B2 C2 D2 E2 F2 G2 H2 I2 or users. C. The number under the Users column indicates how many users are assigned to this role. Click the number to see who is assigned to a specific role. A3 B3 C3 D3 E3 F3 G3 H3 I3
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Corporate: User Roles Overview
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