Skip to main content

Editing User Roles

Step 1. Accessing Role Management​

The goal of this stage is to locate the specific employee's account in the main user directory to modify their global access status within the system.

  1. Navigate to the Users page.
  2. The page displays a table listing all registered platform users.
  3. Locate the required account and click the Edit Role button at the end of its row.

Step 2. Selecting a New System Role​

The goal of this stage is to define the employee's level of responsibility and assign them a new predefined role, which will automatically adjust their baseline capabilities across the platform.

  1. In the opened modal window, locate the mandatory dropdown select field.
  2. Choose one of the available system roles according to the employee's duties:
    • Super-administrator — full unrestricted access to all functions and platform settings.
    • Platform Administrator — management of technical parameters, users, and system configurations.
    • Finance Operator — access to financial dashboards, limit allocations, and payment requests.
    • Privacy Operator — management of security policies, access logs, and data protection.
    • Support — viewing requests, providing user assistance, and conducting basic incident audits.
    • User — a standard account with basic permissions for day-to-day operations.

Step 3. Saving Changes and Session Updating​

The goal of this stage is to commit the new account parameters to the database and trigger an automatic update of access privileges for the user's active session.

  1. Verify that the correct role has been selected in the dropdown menu.
  2. Click the save changes button to confirm the operation.
  3. The new role will be applied to the user instantly. Upon their next request to the platform, the system will automatically re-evaluate their capability scope based on the selected profile.