A user cannot be assigned multiple standard roles at the same time on the OFX platform. However, you can create a custom role for a user that combines specific permissions from different roles. This allows you to tailor a user's access to match their unique responsibilities, effectively giving them a bespoke set of permissions that may span across several standard roles.

Prerequisites:

• User Manage permission is required to edit user roles and permissions.

• You cannot assign permissions that you do not already have.

Why is this important:

Custom roles provide flexibility and control, ensuring each team member has access only to the features and data they need. This approach helps maintain security, supports compliance, and allows your business to adapt user access as responsibilities change.

Related FAQ Articles:

• Can user roles be customised?

• Role of User Manage Permission

• What permissions need to be applied for a user to view recipients?