Coming Soon • Banno People™
Permissions segments: Manage user permissions in bulk
As you saw last month and during the Quarterly Meetup, financial institution admins who have the Manage everything - users, messages & settings permission will have the option to bulk-assign Transfers permissions to a specified segment of end users.
The feature, which will soon be ready for all financial institutions, involves two short processes: A. Creating segments, which can be saved for later use, including for Banno Marketing™ campaigns (if you're a premium Marketing customer) and B. Assigning permissions for Internal and External Transfers, complete with fees, limits, and other details that can currently be defined on the Permissions tab of an individual user's profile page.
Playing it super safe
During rollout-prep discussions with our Operations team, we decided that it's best to run this one through a brief, closed beta testing period before releasing. Once the beta tester we're working with confirms that all is well, we will proceed with the plan to enable Permissions segments for all financial institutions, as described in the October Statement.