How to Add New Financial Relationship Roles

Financial roles allow for banks to create roles and relationships between contacts and users. The feature allows for the following:

• Admins can create specific financial roles
• Users with permissions can create and maintain relationships in TE
• Organizations can maintain relationships in the API

1. On the left navigation, click Organization Admin > Configuration Settings. 
2. Under Financial Relationship Role Settings, click Update. 
3. On the right side of the page, click Add new role. 
   • A pop-up box appears. 
4. Enter a new role name then click Add.