> ## Documentation Index
> Fetch the complete documentation index at: https://docs.frankieone.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage User Roles and its Permissions

To view roles in the FrankieOne Portal, select the **Profile** menu, then select **Settings**.

<Frame>
  <img src="https://mintcdn.com/frankieone-f5583b1b/aMfFq_kgPrWD4cV3/images/v2/portal/58d16de-settings_menu.webp?fit=max&auto=format&n=aMfFq_kgPrWD4cV3&q=85&s=984787dcdd112dd8f90847577deebe4c" alt="Settings menu" width="251" height="185" data-path="images/v2/portal/58d16de-settings_menu.webp" />
</Frame>

Select the **Role Management** tab. This displays the list of roles available.

<Frame>
  <img src="https://mintcdn.com/frankieone-f5583b1b/9S6GeiMs1Btb9TEW/images/image-20.png?fit=max&auto=format&n=9S6GeiMs1Btb9TEW&q=85&s=c76c71a685d1ed2f6bbb7e70a790cd43" alt="Image" width="1198" height="1334" data-path="images/image-20.png" />
</Frame>

The default roles are **Administrator**, **Operator**, **Compliance Officer**, **Risk and Compliance Officer**, and **Super Admin**.

By default, all portal users should be able to view an entity and its audit report.

Additionally, they can:

1. Search and filter entities
2. Get workflow event details - check results, risk level
3. Get entity profile information - personal information, identity documents
4. Assign portal users to an entity - including bulk assignment
5. Create and manage custom views
6. See comments

Below is a breakdown of permissions for each default role:

| Permission                                   | Administrator | Operator | Compliance officer | Risk and Compliance officer | Super Admin |
| :------------------------------------------- | :------------ | :------- | :----------------- | --------------------------- | ----------- |
| **View Access**                              |               |          |                    |                             |             |
| Assigned Entities                            |               |          |                    |                             |             |
| Needs Review Entities                        |               |          |                    |                             |             |
| All Entities                                 | ✅             | ✅        | ✅                  | ✅                           | ✅           |
| **Create, Edit, and Download access**        |               |          |                    |                             |             |
| Create and edit entities                     | ✅             | ✅        |                    |                             | ✅           |
| Users and permissions                        | ✅             |          |                    |                             | ✅           |
| Modify AML monitoring                        | ✅             | ✅        |                    |                             | ✅           |
| Manage blocklists                            | ✅             | ✅        |                    |                             | ✅           |
| Manage duplicates                            | ✅             | ✅        |                    |                             | ✅           |
| Add Entity Comments                          | ✅             | ✅        |                    |                             | ✅           |
| Manage Documents                             | ✅             | ✅        |                    |                             | ✅           |
| Modify risk level                            | ✅             | ✅        |                    |                             |             |
| Modify transaction and entity alert statuses | ✅             | ✅        |                    |                             |             |
| **Reports**                                  |               |          |                    |                             |             |
| General Reports                              | ✅             |          | ✅                  | ✅                           | ✅           |
| Organisation Reports                         | ✅             | ✅        |                    |                             | ✅           |
| Customer Records                             |               |          |                    |                             | ✅           |
| **Configurations**                           |               |          |                    |                             |             |
| View Risk Configuration                      | ✅             |          | ✅                  | ✅                           | ✅           |
| Manage Risk Configuration                    |               |          |                    | ✅                           |             |
| **Settings**                                 |               |          |                    |                             |             |
| Account                                      | ✅             |          |                    |                             | ✅           |

## Permissions

### View Access

#### Assigned entities

Allow users to access only the entities assigned to them.

#### Needs review entities

Allow users to only access the Needs Review page, which includes all entities with Failed, Manually Failed, Unchecked, or Needs Attention status.

#### All entities

Allow users to access all entities.

### Create, Edit, and Download Access

#### Create and edit entities

Ability to create, edit, and verify individuals and organisations.

* Manage entities
  * Create and verify a new entity
  * Archive/Unarchive an entity
  * Assign the user to an entity
  * Update and/or verify an existing entity
  * Manual KYC for an existing entity
  * Electronic KYC for an existing entity
* Review entities
  * Allow override of workflow event status
  * Retrigger checks by clicking the Verify entity button
  * Update AML alert status
  * Override Document check results
  * Override Biometrics check results
  * Re-send links for re-verification
* Download the entities table as a CSV file
* Leave comments on manual review actions
* Resolve Visa check issues

#### Modify AML monitoring

Ability to enable or disable AML PEP, sanctions, adverse media and watchlist monitoring on entities.

#### Manage blocklists

Ability to manage blocklist entries and blocklist assignments.

* Create/Update/Remove blocklist entries
* Add an existing entity to a blocklist
* Remove an existing entity from a blocklist

#### Manage duplicates

Ability to resolve duplicate issues on entity records.

#### Add entity comments

Ability to add comments on an entity profile.

#### Manage documents

Ability to add, download, delete, and change the status of supporting documents.

#### Modify risk level

Ability to manually override an entity's risk level.

#### Modify transaction and activity alert statuses

Ability to resolve transaction and activity alerts related to AML, Fraud, and Behaviour issues.

### Reports

#### General reports

Ability to generate and download general reports such as audit reports and individual verification reports.

#### Organisation reports

Ability to generate and download organisation reports.

#### Customer records

Ability to generate and download customer PII extract reports.

### Configurations

#### View risk configuration

Ability to view and export this account's risk factors and rules.

#### Manage risk configuration

Ability to view, export, and edit this account's risk scoring logic and risk level thresholds, and to restore or publish a new version.

### Settings

#### Users and permissions

Ability to manage user accounts and role permissions.

* See all available roles
* See all users
* Create new user
* Edit existing user
* Delete a user
* Lock a user

#### Account

Ability to manage all account settings.

* View and update customer account data

### SSO

To learn more about [Single Sign-On (SSO)](/docs/configuring-sso-with-the-frankieone-portal), please refer to the documentation found [here](/docs/configuring-sso-with-the-frankieone-portal).