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
Permission Type | Access Level Options | Access Control Applied to |
---|---|---|
Organization | Manage and Edit Access , View Only Access , No Access | Organization-wide settings User settings Roles Approval rules Audit records |
Developer Settings | Manage and Edit Access , View Only Access , No Access | Logs Events Webhook endpoints Webhook delivery attempts |
Counterparties | Manage and Edit Access , View Only Access , No Access | Counterparty information and invitations |
External Accounts | Manage and Edit Access , Full View Only Access , Partial View Only Access , No Access | External account data |
API Keys | Manage and Edit Access , View Only Access , No Access | API keys (also requires Developer Settings permissions) |
Ledgers | Manage and Edit Access , View Only Access , No Access | Ledgers data |
Accounts | Manage, Review, and Edit Access , View Only Access , No Access , Per-Account Access | Payment orders Transactions Expected payments Returns Paper items |
Compliance | Manage, Review, and Edit Access , Review and Edit Access ,View Only Access , No Access | Compliance data Cases |
Partner Search | Manage and Edit Access , View Only Access , No Access | Partner search data |
Updated over 1 year ago