Users Role are groups of permissions that can be applied to user accounts with similar job functions or permission needs within BankPoint.
It is recommended that a User Role is created whenever multiple users have the same title or responsibilities. Examples of User Roles are Loan Officer, Underwriter, Loan Operations, REO Officer, Accounting, etc.
To add BankPoint users to a 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.
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Adding multiple users to a role
To add multiple users to a role in one operation, from the Security screen, click on the Roles tab.
Then click on the Manager Users link next to the role you want to add users to.
Click on the Add Users button.
And select users from the list. Click the Close button at the bottom of the dialog when all the desired users have been selected.
Adding a single user to a role
You can also add individual users to a role by updating their BankPoint user profile.
From the Security screen, click on the Users tab if you are not already there.
Then click on the pencil icon to the left of the User ID.
On the Edit User screen, select the role to add to the user and click Save at the bottom of the page.