User roles

User Roles allow your company to set different leves of account permission, based on roles determined by the admin user. For example, you may want people in certain roles to only view specific accounts your company has at Cross River. This is all easily configurable in the User Roles Permissions tile. You must select a User Role for each User that you add to your Cross River digital banking account.

In the Settings tab, you can click on the User Role Permissions tile to access the User Roles policy menu.

Here you can add new User Roles or edit permissions of existing roles. Click the pencil icon to edit an existing role, or click Create Role to add a new one.

Each user role has associated policies. Any changes or additions made to a User Role can only be within the limits pre-assigned and agreed upon during account setup.

The screen displays with 5 tiles. ACH Batch, ACH Payment, Domestic Wire, Funds Transfer and Stop Payment.



In the Transactions tab, there are details of the limits (Rights) and Allowed Actions that are currently set for that user, relating to transactions. You can edit these Rights and Allowed Actions for each role in this menu.

In the Features tab, you can enable and disable specific features associated with the role.



In the Accounts tab, you can edit visibility and deposit/withdrawl permission for each account, associated with the role you are editing.

After making changes to the details of the User Role, click Save to update the edits to that specific role.