Security Settings permissions control who can make configuration changes in BankPoint. These are generally reserved for system administrators or business owners who need to manage product settings like Risk Ratings, Loan Types, and Tasks types.
Covered in this article:
Adding Settings Permissions to User or Role
To grant Settings permissions to a User or Role, go to the Security Screen by clicking on Security under the Tools menu option.
Note that you may see a different set of options displayed than the below screenshot depending on the modules used by your bank and the permissions assigned to your account.
On the Security screen, click on the edit icon to the left of the user that needs the additional permission.
Or go to Roles tab and click on the edit icon to the left of the Role to be edited.
On the User/Role edit screen, go to the Permissions area of the screen and select Settings in the left side navigation area to see all available permissions.
Select the desired permission(s) to grant and scroll all the way down to the bottom of the screen to click on the Save button.
In addition to granting all permissions from the other detailed Settings entries, the 'All Settings' permission also gives users the ability to edit configuration for both Loan and Pipeline Loan areas.