Program setup
...
User management
User roles
2 min
as a partner, there are user roles that you can assign when you user management in cos explorer only the roles assigned to you will be visible some roles contain permissions that allow you to originate payments in cos explorer your explorer admins are responsible for making sure that your users are properly configured with only the appropriate user roles, as well as authorized limits values for user roles value description partner core read only read only access across all domains (for example, core, ach, wires) partner core admin add/edit users all admin actions are dual control enforced and must be approved by another admin partner core onboarding perform all functions related to onboarding customers create new customers edit existing customers details, including pii open/edit/close accounts create book transfers add/removed account restrictions csr functions, such as placing stop payments or downloading statements partner sub ledger manage subledgers open/edit/close subledgers add/edit beneficiary profiles of subledgers add/edit subledger account tiles add/remove restrictions partner book transfers move funds between any two accounts partner ach origination originate ach payments cancel payments bulk cancel payments (api only) view payment information originate client batches (api only) partner wire origination originate wire payments cancel payments view payment information reverse inbound wire payments view aba routing directory information partner wire callback approver approval via telephone callback for wires up to and including this limit partner wire origination limit the maximum dollar amount that can be originated by the user per wire