Managing User Permissions and User Groups

User permissions determine the actions that a user is allowed to take within Simfuni, and allow specific users to be assigned limited areas of access. This can be achieved individually or via user groups, and allows for effective management of different roles.

Prerequisites:

To edit groups or permissions, you must first be added to the Admin user group or have the User Management permission enabled.

Groups

On the Users page of Simfuni, after selecting an individual user, their current groups and permissions display. On the left side are 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 to automatically enable all permissions assigned to users in that group.

There are 3 available User Groups:

User group	Associated permissions
Admin This group has the highest level of permissions, allowing users to access and modify all functionalities within the system.	All permissions
Operations Users in this group have permissions related to operational activities, including account and client management.	Account Read Account Update Client Read Client Update Invoice Read
Sales Users in this group are granted permissions related to sales activities, such as invoice and client management.	Client Read Client Update Invoice Read Invoice Update

Individual 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
Account Read	View loan account information, such as payment schedule and arrangements setup details.
Account Update	View loan account information and manage loan account, such as waive payments, defer payments, setup arrangements for overdue payments, cancel loan, etc.
Client Read	View client details, including their contact information.
Client Update	Update client details.
Create external payment record on existing invoice	Add a record for a payment made externally on an invoice with an outstanding balance.
Create payment on existing invoice	Charge a client's existing payment method for an invoice with an outstanding balance.
Enquiry configuration read	View enquiry form configuration and questionnaires.
Enquiry configuration update	Update enquiry form configuration and questionnaires.
Enquiry Read	View enquiry worklist and enquiry tickets.
Enquiry Update	Update and perform actions on enquiries.
Invoice Read	View invoice information.
Invoice Update	View invoice information and manage invoice, such as creating endorsements.
Payment matching	Match unsolicited payments to clients and invoices.
Reporting Read	View reporting data, such as recent sales and invoice statuses on the home screen.
Settlement Read	View settlement information, such as a settlement is still pending or completed.
User Management	Update groups and permissions for users
User Read	View all users and their associated groups and permissions

Managing User Permissions and User Groups

Groups

User group

Associated permissions

Individual Permissions

Permission

Description