Documentation for a newer release is available. View Latest

IPF GUI Roles

Introduction

The purpose of this page is to outline all the roles supported within the IPF GUI and provide a description of the features and functions that each role is associated with.

It is possible for an operator to have more than one role assigned to them for each module. I.e. An operator for HTM can have both the ROLE_HTM_EXECUTE and the ROLE_HTM_APPROVER roles assigned to them.

ODS Search

Role	Description
ROLE_PAYMENT	Allows the operator to view and search against the data within the ODS Search tile. This includes viewing payment summaries and system events.
ROLE_PAYMENT_EXPORT	Allows the operator to export the payment summaries

Role

Description

ROLE_PAYMENT

Allows the operator to view and search against the data within the ODS Search tile. This includes viewing payment summaries and system events.

ROLE_PAYMENT_EXPORT

Allows the operator to export the payment summaries

Processing Settings

Role	Description
ROLE_DPS_PE_R	Allows the operator to view Processing Entity settings.
ROLE_DPS_PE_C	Allows the operator to create new Processing Entities.
ROLE_DPS_PE_U	Allows the operator to update an existing Processing Entity.
ROLE_DPS_PE_A	Allows the operator to approve the creation or deletion of a Processing Entity.
ROLE_DPS_PE_D	Allows the operator to delete an existing Processing Entity.
ROLE_DPS_AS_R	Allows the operator to view Agent, Agent Settlement and Agent Clearing settings.
ROLE_DPS_AS_C	Allows the operator to create new Agent, Agent Settlement and Agent Clearing Settings.
ROLE_DPS_AS_A	Allows the operator to approve the creation, modification or deletion of Agent, Agent Settlement and Agent Clearing Settings.
ROLE_DPS_AS_U	Allows the operator to update existing Agent, Agent Settlement and Agent Clearing Settings.
ROLE_DPS_AS_D	Allows the operator to delete existing Agent, Agent Settlement and Agent Clearing Settings.
ROLE_DPS_BF_R	Allows the operator to view a Bank Filtering rule’s settings.
ROLE_DPS_BF_C	Allows the operator to create new Bank Filtering rules.
ROLE_DPS_BF_A	Allows the operator to approve the creation, modification or deletion of a Bank Filtering rule.
ROLE_DPS_BF_U	Allows the operator to update existing Bank Filtering rules.
ROLE_DPS_BF_D	Allows the operator to delete an existing Bank Filtering rule.
ROLE_DPS_SO_R	Allows the operator to view an agent selection settings.
ROLE_DPS_SO_C	Allows the operator to create new agent selection settings.
ROLE_DPS_SO_A	Allows the operator to approve the creation, modification or deletion of a agent selection setting.
ROLE_DPS_SO_U	Allows the operator to update existing agent selection settings.
ROLE_DPS_SO_D	Allows the operator to delete an existing agent selection setting.
ROLE_DPS_GP_R	Allows the operator to view generic processing settings.
ROLE_DPS_GP_C	Allows the operator to create new generic processing settings.
ROLE_DPS_GP_A	Allows the operator to approve the creation, modification or deletion of generic processing settings.
ROLE_DPS_GP_U	Allows the operator to update existing generic processing settings.
ROLE_DPS_GP_D	Allows the operator to delete existing generic processing settings.
ROLE_DPS_P_R	Allows the operator to view participant details.

Role

Description

ROLE_DPS_PE_R

Allows the operator to view Processing Entity settings.

ROLE_DPS_PE_C

Allows the operator to create new Processing Entities.

ROLE_DPS_PE_U

Allows the operator to update an existing Processing Entity.

ROLE_DPS_PE_A

Allows the operator to approve the creation or deletion of a Processing Entity.

ROLE_DPS_PE_D

Allows the operator to delete an existing Processing Entity.

ROLE_DPS_AS_R

Allows the operator to view Agent, Agent Settlement and Agent Clearing settings.

ROLE_DPS_AS_C

Allows the operator to create new Agent, Agent Settlement and Agent Clearing Settings.

ROLE_DPS_AS_A

Allows the operator to approve the creation, modification or deletion of Agent, Agent Settlement and Agent Clearing Settings.

ROLE_DPS_AS_U

Allows the operator to update existing Agent, Agent Settlement and Agent Clearing Settings.

ROLE_DPS_AS_D

Allows the operator to delete existing Agent, Agent Settlement and Agent Clearing Settings.

ROLE_DPS_BF_R

Allows the operator to view a Bank Filtering rule’s settings.

ROLE_DPS_BF_C

Allows the operator to create new Bank Filtering rules.

ROLE_DPS_BF_A

Allows the operator to approve the creation, modification or deletion of a Bank Filtering rule.

ROLE_DPS_BF_U

Allows the operator to update existing Bank Filtering rules.

ROLE_DPS_BF_D

Allows the operator to delete an existing Bank Filtering rule.

ROLE_DPS_SO_R

Allows the operator to view an agent selection settings.

ROLE_DPS_SO_C

Allows the operator to create new agent selection settings.

ROLE_DPS_SO_A

Allows the operator to approve the creation, modification or deletion of a agent selection setting.

ROLE_DPS_SO_U

Allows the operator to update existing agent selection settings.

ROLE_DPS_SO_D

Allows the operator to delete an existing agent selection setting.

ROLE_DPS_GP_R

Allows the operator to view generic processing settings.

ROLE_DPS_GP_C

Allows the operator to create new generic processing settings.

ROLE_DPS_GP_A

Allows the operator to approve the creation, modification or deletion of generic processing settings.

ROLE_DPS_GP_U

Allows the operator to update existing generic processing settings.

ROLE_DPS_GP_D

Allows the operator to delete existing generic processing settings.

ROLE_DPS_P_R

Allows the operator to view participant details.

Audit

Role	Description
ROLE_AUDIT	Allows the operator to view the Audit tile and search for the relevant audit data.

Role

Description

ROLE_AUDIT

Allows the operator to view the Audit tile and search for the relevant audit data.

Metrics

Role	Description
ROLE_METRICS	Allows the operator to view the Metrics tile and search for the relevant data.

Role

Description

ROLE_METRICS

Allows the operator to view the Metrics tile and search for the relevant data.

Human Task Manager

Role	Description
ROLE_HTM_VIEWER	Allows the operator to view and search tasks within the HTM feature. They will not be able to execute any tasks.
ROLE_HTM_EXECUTE	Allows the operator to view and execute tasks within the HTM feature.
ROLE_HTM_APPROVER	Allows the operator to view all tasks and execute tasks that are awaiting approval within the HTM feature.
ROLE_HTM_B_C	Allows the operator to bulk execute tasks within the HTM feature.
ROLE_HTM_B_R	Allows the operator to view and search bulk tasks within the HTM feature. They will not be able to bulk execute any tasks.

Role

Description

ROLE_HTM_VIEWER

Allows the operator to view and search tasks within the HTM feature. They will not be able to execute any tasks.

ROLE_HTM_EXECUTE

Allows the operator to view and execute tasks within the HTM feature.

ROLE_HTM_APPROVER

Allows the operator to view all tasks and execute tasks that are awaiting approval within the HTM feature.

ROLE_HTM_B_C

Allows the operator to bulk execute tasks within the HTM feature.

ROLE_HTM_B_R

Allows the operator to view and search bulk tasks within the HTM feature. They will not be able to bulk execute any tasks.

There are currently no roles associated with the IPF Version, IPF Cluster Health and Permissions tiles and therefore these tiles are visible to all users of IPF Operational Dashboard.