Manage Roles

Last Article Update 30.07.2025

Depending on the company and tasks, different groups of users need different permissions. For this, George Business has roles. Each role can be assigned specific rights, so that a whole group of users can be granted permissions at once.

 

Manage the roles Manage the roles

The admin role ("Administration") is pre-set during onboarding at the bank. It is initially assigned to the user you named as administrator when you signed up for George Business. This role can't be deleted or re-named, and there has to be always at least one user assigned to the role.

Permissions menu in user profile Permissions menu in user profile

 

To manage roles, go to the admin section by clicking your User Profile and then "Permissions". Once in the admin section, click "Roles" in the left-side menu. You will now see an overview of all roles. 

Add a role

Once in the "Roles" section, you can add new roles.

 

  • Click "Add role" and provide a name and (if you want) a description for this role.
  • Assign users to this role. If the user already has a role, the previous one will be removed. You can also skip this step and assign users later. 
  • Select permissions for the role. There are four categories: Accounts, Cards, Financing, Other (includes Messages). 
  • Click "Edit" next to the item(s) you want. Then, adjust the settings to choose what users can do. For example, "View Balance" or "Create, modify and bundle payment orders" for a current account. 
  • Review the details and confirm to create the role. 

 

You can create an unlimited amount of roles.

Role permissions

To manage permissions for an existing role, go to the roles overview in the admin section. Click on "Permissions" next to the respective role to open the settings for Accounts, Cards, Financing and Other.

Assign and unassign users

You can assign users to existing roles. Click on a role in the overview. You will see a list of users assigned to this role, as well as a button called "Assign Users". Click this. 

Now, check the box next to the user(s) you want to add and hit "Save".

To remove a role from a user, go to the roles overview and click "Unassign" next to their name.

Each user can be assigned only one role at a time. If you assign a new role to a user who already has one, it will remove their previous role. George also reminds you of this.

Once you save, the changes take place immediately.

Author: Tamara Berger-Feichter