Create membership security role - originator group level

This document is outlining the steps on how to Create Membership Security Roles and assign permission(s) at  Originator Group Level.  

1. Login to Clearmatch Fusion with the relevant credentials:

 

2.  Go to Configuration -> Organisational Structure   

 

3. Select Internal Originator Groups  under Originator Group  

 

4. Select the originator group by clicking on the link via Name or Finance Company  

 

5. Go to  Actions menu -> Portal -> Add Membership Security Role 

 

6. Fill in the following details to create a membership security role against the selected originator group  

 

Originator Group: display the originator group selected at step 04. 

Role : Enter the allocated name for the role. 

Module : Select the module from the drop down list (based on what is required). 

Asset Class : Select the asset class from the drop down list  NOTE : once an asset class has been selected, all of the permissions relating to that class will be displayed.  

Available Permission(s) : This will show all of the permissions that are available and can be assigned to a role. 

Permission(s) Assigned : This will show all of the permissions that have been assigned from the available permission list. 

The arrows  

  will move all of the permissions from the Available Permission(s) to Permission(s) Assigned 

  will move a single and the selected permission from the Available Permission(s) to Permission(s) Assigned 

  will move a single and the selected permission from the Permission(s) Assigned to Available Permission(s) 

  will move all of the permissions from the Permission(s) Assigned to Available Permission(s)

Click on the    button to create the new membership security role or the    button to return back to the  Display Internal Originator Group  page. 

Note : In order to check the created membership security role, select Membership Security Roles from the drop down at the bottom of the page or select Membership Security Roles tab if quick links are enabled. 

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