Admin User Roles & Permissions

In support of secure and compliant access to the ModernFi Admin Portal, institutions can leverage role-based permissions to control who can access and manage different areas of the platform. This allows you to align portal access with your internal team structure and compliance requirements while ensuring users have access to the functionality relevant to their responsibilities. In summary, User Roles & Permissions help your institution:

• Delegate responsibilities without over-granting access
• Enforce separation of duties
• Support internal security and compliance requirements

The Admin Portal allows for six pre-defined roles to align Portal functionality with your team's structure:

1. Institution Admin: Executive administrators, primary portal owners
2. Program Admin: Operations teams, Business Banking
3. Sweep Program Admin: Deposit gathering and client onboarding teams
4. Receive Program Admin: Finance, Accounting, and ALCO team members
5. User Management Admin: IT and Compliance teams
6. View Only: Risk, Accounting, and Audit teams

A full breakdown of roles and access is below: