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What are roles?


A 'role' groups together a set of 'privileges' that a Bankline user has.

A user's role and the privileges within it set out what they can and can't do, for example, being able to make payments. It also determines which bank accounts they can access.

Bankline offers 'Master roles', which you can edit and then save as a new 'Customer role'. Or you can start with a blank canvas and create a new 'Customer role'. To explore Bankline roles go to 'Administration' and select 'Manage roles'.

For help managing roles and users, take a look at this video:

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