Permissions
Permissions are managed at the Group level. User permissions are a function of all groups they belong to. For more information on how users and groups interact, see the Users & groups documentation.
Managing permissions
Settings are divided by product and feature, giving a clear view of available options. Details on what each permission controls are outlined below.
Assets
- Manage platform assets
- This permission allows a user full access to Banno Assets, including both view and edit rights.
CMS
Assets
- Manage assets
- This permission allows a user full access to CMS Assets, including both view and edit rights.
Forms
- View form submissions
- This permission allows a user to view forms submitted into the CMS.
- Manage form submissions
- This permission allows a user full access to CMS forms, including both viewing and administration. If this permission is enabled, the View form submissions permission will be enabled automatically.
Pages
- View pages
- This permission allows a user to view existing CMS pages.
- Edit pages
- This permission allows a user to edit existing CMS pages. If this permission is enabled, the View pages permission will be enabled automatically.
- Create new pages
- This permission allows a user to create new CMS pages. If this permission is enabled, the View pages permission will be enabled automatically.
- Delete pages
- This permission allows a user to delete existing CMS pages. If this permission is enabled, the View pages permission will be enabled automatically.
- Publish pages
- This permission allows a user to publish existing CMS pages. If this permission is enabled, the View pages permission will be enabled automatically.
- Edit site settings
- This permission allows a user to access the Settings page in Banno CMS, allowing the user to add HTML to the header and footer of each page.
Rates
- View rates
- This permission allows a user to see the Markets tab of the Rates screen in Banno CMS.
- Edit rates
- This permission allows a user to edit markets in the Markets tab of the Rates screen in Banno CMS. If this permission is enabled, the View rates permission will be enabled automatically.
- Publish rates
- This permission allows a user to publish new rates. If this permission is enabled, the View rates permission will be enabled automatically.
Locations
- Manage locations
- This permission allows a user to add, edit, and delete locations in the Locations screen in Banno CMS.
Menus
- Manage menus
- This permission allows a user to view and edit menus.
Members only
- View members & groups
- This permission allows a user to see membership of the CMS.
- Manage members & groups
- This permission allows a user to add and delete members and groups in CMS. If this permission is enabled, the View members & groups permission will be enabled automatically.
History
- View employee events
- This permission allows a user full access to Banno History.
Marketing
Digital banking ads
- View digital banking ads
- This permission allows a user to view existing digital banking ads.
- Edit digital banking ads
- This permission allows a user to edit existing and create new digital banking ads.
- Manage templates
- This permission allows a user to access the Templates page functionality for digital banking ads, including editing and creating new templates.
Website Ads
- View website ads
- This permission allows a user to view existing website ads.
- Edit website ads
- This permission allows a user to edit existing and create new website ads.
- Manage website audience report
- This permission grants the user full access to the audience report feature.
- Manage templates
- This permission allows a user to access the Templates page functionality for website ads, including editing and creating new templates.
Monitor
- Manage monitors
- This permission allows a user full access to Banno Monitor.
People
- View everything - users, messages & settings
- This permission allows a user to see all controls available in Banno People. If any other permissions under the People heading are enabled, this setting will be enabled automatically.
- Manage everything - users, messages & settings
- This permission allows a user to see and manage ever other People option at the institution level. If this is enabled, all other permissions under the People heading will be enabled automatically.
Users
- View activity
- This permission allows a user to view all user level activity.
- Manage external transfers
- This permission allows a user to manage external transfer settings at the user level.
- Manage internal transfers
- This permission allows a user to manage internal transfer settings at the user level.
- Manage security settings
- This permission allows a user to manage security settings at the user level, including 2FA, password reset, unlock user, and removing devices.
Messages
- Manage institution messages
- This permission allows a user to manage all institution messages.
Settings
- Manage external transfers
- This setting allows a user to manage external transfer settings at the institution level, affecting all users.
- Manage internal transfers
- This setting allows a user to manage internal transfer settings at the institution level, affecting all users.
- Manage RDC
- This setting allows a user to manage all RDC-related settings at the institution level, affecting all users.
- Manage Reg D message for transfers
- This permission allows a user to manage Reg D message settings at the institution level, affecting all users.
- Manage dashboard
- This permission allows a user to reorganize the default dashboard at the institution level, affecting all users.
Reports
- Manage reports
- This permission allows a user full access to Banno Reports.
Settings
Users
- View users
- This permission allows a user to view all other platform users.
- Invite users
- This permission allows a user to invite new users to the platform. If this permission is enabled, the View users permission will be enabled automatically.
- Edit users
- This permission allows a user to edit the details of existing platform users. If this permission is enabled, the View users permission will be enabled automatically.
- Delete users
- This permission allows a user to remove other users from the platform. If this permission is enabled, the View users permission will be enabled automatically.
Groups
- View groups
- This permission allows a user to view all groups, their attributes, and their enabled permissions.
- Create groups
- This permission allows a user to create new groups and set the associated permissions. If this permission is enabled, the View groups permission will be enabled automatically.
- Edit groups
- This permission allows a user to edit the details of existing groups. If this permission is enabled, the View groups permission will be enabled automatically.
- Delete groups
- This permission allows a user to delete groups, disabling all permissions granted to users by that group. If this permission is enabled, the View groups permission will be enabled automatically.
Support
- Manage conversations
- This permission allows a user to communicate with users via Conversations in Banno Support.
Xperience authentication
- Permit sign in via Banno
- This group authenticates into Banno via their Banno username and password.
- Permit sign in via Xperience
- This group authenticates into Banno using their Xperience credentials and will not have a unique Banno username or password.