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What's the difference between 'Master roles' and 'Customer roles'?


Master roles – these are Bankline's pre-defined roles, which you can use as they are or adapt to your needs. Master roles always include all accounts.

Customer roles – these only exist after you've adapted a Master role and saved it as a Customer role or if you've created a new role using the 'Create role' function. Customer roles only include the accounts you specify.

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

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