Open navigation

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

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.