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
Update Role, find the
Permissions section. Select the desired access level for each permission from the dropdowns and save your changes.
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.
|Permission Type||Access Level Options||Access Control Applied to|
Webhook delivery attempts
|Counterparties||Counterparty information and invitations|
|External Accounts||External account data|
|API Keys||API keys (also requires Developer Settings permissions)|
|Partner Search||Partner search data|
Updated 15 days ago