User permissions determine the actions that a user is allowed to take within Simfuni. Within a partner account, there can be multiple users, and each user may have varying levels of access to the platform. In this knowledge base article, we will explore the concepts of user groups and user permissions, and how they can be effectively managed for different roles.
To edit groups or permissions, you must first be added to the Admin user group or have the User Management permission enabled.
1. User Groups
User groups are collections of users who share common roles, responsibilities, or permissions. Instead of assigning individual permissions to a user, a user group can be added which automatically enables all permissions included in the user group.
On the left side of the screen, there is an interface for enabling or disabling User Groups. When a user group is enabled, it automatically checks all relevant permissions for that group on the right permissions panel. There are 3 available User Groups:
User group |
Associated permissions |
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Admin This group has the highest level of permissions, allowing users to access and modify all functionalities within the system.
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Operations Users in this group have permissions related to operational activities, including account and client management. |
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Sales Users in this group are granted permissions related to sales activities, such as invoice and client management. |
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2. User Permissions
On the right side of the screen, administrators and users with User Management access can edit individual user permissions. If a user is assigned to a group, the relevant group permissions are automatically applied and cannot be unchecked. However, administrators can also add any additional permissions on top of the selected group in the permissions panel.
Available permissions:
Permission |
Description |
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Account Read |
View loan account information, such as payment schedule and arrangements setup details. |
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Account Update |
View loan account information and manage loan account, such as waive payments, defer payments, setup arrangements for overdue payments, cancel loan, etc. |
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Adding transaction |
Add payments or refund records on an invoice which have been made externally. |
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Client Read |
View client details, including their contact information. |
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Client Update |
Update client details. |
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Invoice Read |
View invoice information. |
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Invoice Update |
View invoice information and manage invoice, such as creating endorsements. |
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Reporting Read |
View reporting data, such as recent sales and invoice statuses on the home screen. |
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Settlement Read |
View settlement information, such as a settlement is still pending or completed. |
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User Read |
View all users and their associated groups and permissions |
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User Management |
Update groups and permissions for users |