We are excited to announce the release of Custom User Roles in A.D. Banker for Business.
Data protection has become increasingly important to companies operating in the Financial Services Industry. To protect personal information, companies have adopted the principle of least privilege, an information security concept in which a user is given the minimum levels of access needed to perform a job function. Companies have implemented this principle as the standard for providing access to data.
Custom User Roles allow your organization to create and assign customized permissions for your licensing management team within A.D. Banker for Business. Your organization can now provide access to stakeholders without having to worry about compromising security.
There are 5 default user roles available to every organization. These include:
If these user roles do not fit what you need, you are able to set up Custom User Roles that can be applied to many users. For example, if you have managers within your Organization who you would only like to access Continuing Education information, you can set up a user role for it. You can then apply the user role to everyone who just needs to see Continuing Education information.
If a user has a unique need for a set of permissions, you are able to modify that specific users permissions after applying a user role. Once modified, their permissions will change from the user role applied to a “Custom” set of permissions. These permissions will be unique to this user and cannot be applied to other users, unless you create a user role for it.
Here is a comprehensive list of customizable permissions available on release:
New permission controls will be added as features are continually added to A.D. Banker for Business. To check out the new features, log in or sign up for an A.D. Banker for Business Organization account. Our Account Management team would also be happy to provide you a tour of the new features.