Roles

Groups of users are established in Microsoft Active Directory. Those groups are assigned to roles in eReceipts. Roles determine what a group of users can and cannot do. Roles are defined by a set of permissions that allow a user to easily perform their functions. For example, an Active Directory group that will only perform teller responsibilities within your financial institution (FI) should be given the Teller or Super Teller role. An Active Directory group that will manage the administrative responsibilities within your FI should be given the Institution Admins role. If an Active Directory group has teller responsibilities and administrative responsibilities within your FI, the group can be given the Super Teller role and the Institution Admins role.

Refer to the following table for details about the roles and their associated permissions. For more information about the tasks that can be completed on the Roles page, refer to View and Manage Roles.

Note: Depending on your type of institution, "Member Managers" may not be applicable to you.

Designation Role Name Role Description
Admin Role Admins Role Admins is the highest administrative role.

When a financial institution (FI) is registered, a domain administrator's email address (UPN) is entered. This domain administrator assigns an Active Directory group to the Role Admins role. Then, the Active Directory group with the Role Admins role assigns eReceipts roles to the other Active Directory groups. Role Admins can view and manage all features in the Admin Portal. While Role Admins can perform all of the same actions as the Institution Admins, they are typically responsible for creating users and user groups and assigning roles to groups.

Note: A group with the Role Admins role must also have the Teller or Super Teller role to access the Teller Portal from the eReceipts Client.

Note: A group with the Role Admins role must also have the Institution Admins role to access the Admin Portal from the eReceipts Client.

Note: To have access to all possible features and functions of eReceipts, the Active Directory group should have all of the following roles: Role Admins, Institution Admins, Super Tellers, and Member Managers.
Admin Institution Admins Institution Admins is an administrative role. Institution Admins can view and manage all features of the Admin Portal except they cannot make changes to group roles.

Typically, Institution Admins have financial institution responsibilities such as these:

Note: Institution Admins must be given Teller or Super Teller roles to access eReceipts from the eReceipts Client.
Teller Super Tellers + Member Managers The Super Tellers role combined with the Member Managers role is the highest teller role combination that allows you to perform teller functions and have the ability to update consumer contact information for future use.

  • Super Tellers is the highest teller role. Super Tellers can view all transactions within the Teller Portal. Typically, Super Tellers process and archive transactions. They can query transactions based on the search criteria and view the transactions of all tellers.

  • Member Managers is an add-on role to a Super Teller or Teller. During a transaction, those with the Member Managers role have the ability to update contacts and those updates are automatically shared with everyone using the Teller Portal until a member/account import is performed. If changes are made to a consumer's contact information, the same changes must be made in the CSV file used when importing consumer information. Otherwise, the changes will be overwritten during the next member import. Refer to Member Import / Account Import for details.

Teller Super Tellers Super Tellers is the highest teller role. Super Tellers can view all transactions within the Teller Portal. Typically, Super Tellers process and archive transactions. They can query transactions based on the search criteria and view the transactions of all tellers.
Teller Tellers + Member Managers The Tellers role combined with the Member Managers role is a teller role combination that allows you to perform basic teller functions and have the ability to update consumer contact information for future use.

  • Tellers is a teller role. Tellers can only view their own transactions within the Teller Portal. Typically, Tellers process and archive transactions. They can query transactions based on the search criteria and view their transactions only.

  • Member Managers is an add-on role to a Super Teller or Teller. During a transaction, those with the Member Managers role have the ability to update contacts and those updates are automatically shared with everyone using the Teller Portal until a member/account import is performed. If changes are made to a consumer's contact information, the same changes must be made in the CSV file used when importing consumer information. Otherwise, the changes will be overwritten during the next import. Refer to Member Import / Account Import for details.
Teller Tellers Tellers is a teller role. Tellers can only view their own transactions within the Teller Portal. Typically, Tellers process and archive transactions. They can query transactions based on the search criteria and view their transactions only.

Note: In the event that a user is no longer an employee of your financial institution, remember to delete the user account from Active Directory.