User Roles

Learn how to establish new user roles for your commercial banking account and configure specific permissions. This guide provides a walkthrough for setting access levels and security policies to manage user functionality effectively.

Elizabeth Hughes
25 steps
2 minutes

Ucbi

To begin, select the **Commercial Functions** dropdown arrow.

Select **User Roles** from the **Commercial Functions** dropdown.

User roles are established controls that shape the user's access privileges, giving the ability to draft or approve a transaction. User roles cannot exceed parameters set in the [**Company Policy**](https://scribehow.com/viewer/Company_Policy_Approval_Limits__wHtUTNl-SwasunxZrAPR1A?referrer=documents).

To add a new user role, click the **Create Role** button.

In the *Role Name* field, add the name of the user role.

In the *Description* field, you may provide a brief explanation of the role. This step is optional.

Select **Ok** to save and continue.

You can start assigning or editing a user’s rights in the **Transactions** section, which helps you decide which responsibilities and limitations a user should have regarding certain transactions. Here, you can change a user’s approval limits and decide which transaction types they can view, draft, approve, or cancel.

Click the **All** dropdown to change which transaction activity a user can view. - All - Can view all transactions - Own - Can view own transactions - Acct - Can view transactions to or from entitled accounts. - Role - Can view transaction by others in this role. - No - Cannot view any transactions.

Select the **Allowed Actions** tab to choose the allowed operations a user can perform when handling a transaction, such as drafting, approving, or canceling rights.

Click the **Add Allowed Action** button to begin making restrictions to the action.

The **Policy Tester** gives you the ability to test possible actions before making the changes within the User Role. This allows you to see if the user is able to perform a certain transaction based on the Bank Policy, Company Policy, and User Role Policy. Click the arrow to get started.

Create a sample transaction to test the user’s policy.

Click the **Test** button. You can then see whether the user can perform the transaction.

Next, select the **Features** tab.

When assigning user rights, the **Features** tab lets you control who can edit templates or manage users, subsidiaries, or recipients. *Depending on their User Policy or job duties, some users may have different responsibilities than others.*

Enable a feature by clicking on the toggle for a specific function. The blue check will indicate the feature is active.

Click **Save** when you are finished making changes.

Next, select the **Accounts** tab.

The **Accounts** tab allows you to decide which users have access to perform specific tasks within an account, including viewing the account and transaction histories as well as making deposits or withdrawals.

Edit a user’s ability to view, deposit to, or withdraw from a specific account.

Click **Save** when you are finished making changes.

If you are assigned the *Manage Users* right, you have the ability to permanently delete a user role that is no longer needed. Click the **trash icon** next to the user role.

Select **Delete.**

Click **Ok**.

User Roles

Elizabeth Hughes
25 steps
2 minutes

Ucbi

To begin, select the **Commercial Functions** dropdown arrow.

Select **User Roles** from the **Commercial Functions** dropdown.

To add a new user role, click the **Create Role** button.

In the *Role Name* field, add the name of the user role.

In the *Description* field, you may provide a brief explanation of the role. This step is optional.

Select **Ok** to save and continue.

Select the **Allowed Actions** tab to choose the allowed operations a user can perform when handling a transaction, such as drafting, approving, or canceling rights.

Click the **Add Allowed Action** button to begin making restrictions to the action.

Create a sample transaction to test the user’s policy.

Click the **Test** button. You can then see whether the user can perform the transaction.

Next, select the **Features** tab.

Enable a feature by clicking on the toggle for a specific function. The blue check will indicate the feature is active.

Click **Save** when you are finished making changes.

Next, select the **Accounts** tab.

Edit a user’s ability to view, deposit to, or withdraw from a specific account.

Click **Save** when you are finished making changes.

If you are assigned the *Manage Users* right, you have the ability to permanently delete a user role that is no longer needed. Click the **trash icon** next to the user role.

Select **Delete.**

Click **Ok**.