Permission management

The following information outlines what each permission controls.

Assets

Manage platform assets

The Manage platform assets permission allows a user full access to Banno Assets, including both view and edit rights.

CMS

Assets

Manage assets

The Manage assets permission allows a user full access to CMS Assets, including both view and edit rights.

Custom forms

View custom form submissions

Custom forms are forms that were created for your institution that cannot be edited by your team. Selecting this option allows the user to view submissions that come in from those forms.

Form Builder

Manage forms

If a user belongs to a group that has Manage forms activated for it, they can edit, delete, and create forms in the form builder in Banno Content.

Pages

Create new pages

The Create new pages permission allows a user to create CMS pages. If this permission is enabled, the View pages permission is enabled automatically.

Delete pages

The Delete pages permission allows a user to delete existing CMS pages. If this permission is enabled, the View pages permission is enabled automatically.

Edit pages

The Edit pages permission allows a user to edit existing CMS pages. If this permission is enabled, the View pages permission is enabled automatically.

Edit site settings

The Edit site settings 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.

Publish pages

The Publish pages permission allows a user to publish existing CMS pages. If this permission is enabled, the View pages permission is enabled automatically.

View pages

The View pages permission allows a user to view existing CMS pages.

Rates

Edit rates

The Edit rates 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 is enabled automatically.

Publish rates

The Publish rates permission allows a user to publish new rates. If this permission is enabled, the View rates permission is enabled automatically.

View rates

The View rates permission allows a user to see the Markets tab of the Rates screen in Banno CMS.

Locations

Manage locations

The Manage locations permission allows a user to add, edit, and delete locations in the Locations screen in Banno CMS.

Menus

Manage menus

The Manage menus permission allows a user to view and edit menus.

Members only

Manage members & groups

The Manage members & groups permission allows a user to add and delete members and groups in CMS. If this permission is enabled, the View members & groups permission is enabled automatically.

View members & groups

The View members & groups permission allows a user to see membership of the CMS.

History

View employee events

The View employee events permission allows a user full access to Banno History.

Marketing

Manage campaign and ads

The Manage campaign and ads permission allows a user full access to Banno Marketing.

Monitor

Manage monitors

The Manage monitors permission allows a user full access to Banno Monitor.

People

Manage everything - users, messages & settings

The Manage everything - users, messages & settings permission allows a user to see and manage every other People option at the institution level. When enabled, all other permissions under the People heading are enabled automatically.

View everything - users, messages & settings

The View everything - users, messages & settings permission allows a user to see all controls available in Banno People. If any other permissions under the People heading are enabled, this setting is enabled automatically.

Users

Manage external transfers

The Manage external transfers permission allows a user to manage external transfer settings at the user level.

Manage internal transfers

The Manage internal transfers permission allows a user to manage internal transfer settings at the user level.

Manage security settings

The Manage security settings permission allows a user to manage security settings at the user level, including 2FA, password reset, unlock user, and removing devices.

View activity

The View activity permission allows a user to view all user level activity.

Messages

Manage institution messages

The Manage institution messages permission allows the user to have management permissions for messages sent on the institution-level.

Settings

Manage external transfers

The Manage external transfers setting allows a user to manage external transfer settings at the institution level, affecting all users.

Manage internal transfers

The Manage internal transfers setting allows a user to manage internal transfer settings at the institution level, affecting all users.

Manage RDC

The Manage RDC setting here allows a user to manage all RDC-related settings at the institution level, affecting all end users.

Manage Reg D message for transfers

The Manage Reg D message for transfers permission allows a user to manage Reg D message settings at the institution level, affecting all users.

Reports

Manage reports

The Manage reports permission allows a user full access to Banno Reports.

Settings

Users

Delete users

The Delete users permission allows a user to remove other users from the platform. If this permission is enabled, the View users permission is enabled automatically.

Edit users

The Edit users permission allows a user to remove other users from the platform. If this permission is enabled, the View users permission is enabled automatically.

Invite users

The Invite users permission allows a user to invite new users to the platform. If this permission is enabled, the View users permission is enabled automatically.

View users

The View users permission allows a user to view all other platform users.

Groups

Create groups

The Create groups permission allows a user to create groups and set the associated permissions. If this permission is enabled, the View groups permission is enabled automatically.

Delete groups

The Delete groups 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 is enabled automatically.

Edit groups

The Edit groups permission allows a user to edit the details of existing groups. If this permission is enabled, the View groups permission is enabled automatically.

View groups

The View groups permission allows a user to view all groups, their attributes, and their enabled permissions.

Support

Manage conversations

The Manage conversations permission allows a user to communicate with users via Conversations in Banno Support. If a user doesn’t have the Manage conversations permission activated, they see a less detailed version of the inbox in Support. They are only be able to send internal notes, and they only see form submissions in the case list, regardless of what they search for or what filter is applied.

Manage settings

The Manage settings permission allows an end user to see or access any settings within Support. The Settings link at the bottom of the Inbox view in Support only appears for users with this permission.

Manage form submissions

The Manage form submissions permission allows the user to manage form submissions that come through to Banno Support.