Assign Permissions to Directory Synced Roles

The next step is to assign role permissions to your newly provisioned roles in Modern Treasury.

Edit your directory synced roles

On the roles page, select a directory synced role to assign permissions to. Under the Actions dropdown button at the top of the role details page, select Edit.

In Update Role, find the Permissions section. Select the desired access level for each permission from the dropdowns and save your changes.

See the Role permissions table at the bottom of this page for more information on each permission category.

Confirm role permissions

After assigning permissions in Modern Treasury to your directory synced roles, confirm that the access gating is correct.

For example, for a user with View Only Access for Organization, they should only be able to view organization settings, user settings, roles, approval rules, and audit records. They should not be able to edit any of those settings.

Role permissions