Access roles
Overview
An access role defines the authorized activities for Companies’ staff; the functionality allows to assign a company employee to a list of actions permitted in the web interface. The Access roles tab provides the list of all access roles registered at the platform.Find, review, and edit the details using the Access roles tab.
Opening the item
Follow the steps below to see access role details :
Navigate to the Admin Panel.
Click Banking on the left sidebar.
Go to the Access roles menu item to open the Access role list.
Click Edit in an access role line to open its details.
How to create an Access role
Access roles have to be assigned for Persons, Companies, and Company staff. For example, a company employee can be assigned to a list of actions permitted in the Company’s web interface.
To create an Access role
Click Add New in the top-right corner of the Access roles tab.
Type in the name and description you want to set for the access role.
Select a user type the role is applied to in the Use Default For drop-down menu.
Disable the Enabled checkbox if you want to activate the access role later.
Select the actions allowed for the access role in the Roles list (see the following sections for details on the actions)
Click Create to confirm the changes.
Now the Access role is created and ready to be assigned to a Client.
How to assign an Access role
To assign an Access role to a Client
An existing Access role is required, see the previous section for details.
Navigate to the Persons/Companies/Company staff tab (depending on the type of the Client you need the Access Role to be assigned to).
Click Edit to be navigated to the corresponding Client’s profile.
Navigate to the Security section of the profile for Persons and Companies. The step is omitted for Company staff profiles.
Click Access roles, a list of created Access roles will be demonstrated in the drop-down menu.
Select an Access role you need to assign to the Client.
Click Update to apply the changes.
Component parameters

Access roles list
Parameter | Description |
---|---|
Id | The column demonstrates unique role identification numbers in the Crassula system. |
Name | The column includes access roles names. |
Description | Additional role description defined while creation. |
Use Default For | Defines the user type the role can be applied to:
|
Enabled | Defines whether the role status is Enabled or Disabled. |
Action | Browse, edit, or delete role details.
|
Filters | Search for access roles by names and status; multiple-choice is available. |
Add new | Create an access role manually, see the following sections for details. |
Configuring the component
Access role details is the main panel of role information display and editing.

Edit an access role
Parameter | Description |
---|---|
Name | The name set during the role creation process. |
Description | Additional role description set during the creation process. |
Use Default For | Defines the user type the role can be applied to:
|
Enabled | Defines whether the role status is Enabled or Disabled. |
Roles | Defines the actions allowed for the access role in the list:
|
Useful tips
Remember to grant access roles to decision-makers of a Company (for example, a CEO or an accountant).