The different user groups/roles are described in the following table. The designation “XX” is a placeholder for the abbreviation of the respective application (e.g. NM = News & Messages). The abbreviation “BM” applies to all applications within the portal and to general functions.
User groups/Roles | |
BM – Portal | – Implementation of global changes – User groups create/activate – Entering license keys – Access to event logs, user and application (hereinafter “app”) management – Access to general app settings – Automated (settings) and manual deletions – User rights to apps can be limited / restricted |
XX – Administrator (App administrator)
| – Management of the additional administrative settings of the app – Management of the app parameters – Creation of workflows for the release (approval) of the app – Selection of app-specific notification options and individual reminder functions – Access to all activities and the complete archive – Automated (settings) and manual deletions – Rights within the app can be restricted |
XX – App-specific role (name) | – Additional administration rights in the application (e.g. creating, managing and deleting categories and specialist topics) – Can define, change and delete editors for areas, categories and specialist topics – Other special rights in addition to editor rights (varies depending on the app) – Special release rights, i.e. release without release workflow |
XX – Auditors and approvers | – Users in this user group can be selected to review and/or approve (authorize) a message |
XX – Editor | – Processes and manages e.g. requests (if approval workflows are available) – Can create, edit and manage information, messages and documents – Control review and approval workflows – Management/processing of messages/requests – Generation of special evaluations – Management of parameters – Access to own activities and their archive (own processes) – Manual deletions (e.g. processes such as messages) |
XX – User | – Creation of measures/requests/applications for yourself or for colleagues – Access to your own activities and your archive (own processes) – Manual deletions (e.g. cancelations) – Basic access rights for the application (module) |
XX – Reader | – View and read basic information, no authorization to edit or delete |
System – User group | – The user group either has no access to the application or can see the configured posts/documents according to the respective authorizations. |
BM – Revision / XX – Revision | – Access like app administrators, but with read-only rights – No restrictions within the app – Roles exist at the app level and as a general role |
Basically, the user groups BM portal administrators, app administrators and at least one other role are required for each module (application).
It is important that roles can be assigned to the groups.
System users (users) can access the bank organization portal and have a standard profile.
A user must be a system user in order to be able to use other applications or to obtain and use other user rights.
