Assigning User Roles – Q2 Documentation

Users can have multiple roles within the system. To assign roles to a user, select edit roles for user in the Roles column. The number on the icon indicates how many roles the user is currently assigned.

The following roles are available:

Table 5. User Roles in Q2 Gro application

Role	Description	Task
CHANGE_MANAGER	The IT staff member who manages environment changes. Users with the Change Manager role cannot be assigned additional roles. This role has access to the Configuration > Advanced tenant configuration options and Tenants menu options only.	Create, export, and manage tenants. Import and export tenant configuration from one environment (UAT) to another environment (Production).
CONFIGURATION_SPECIALIST	A marketing or business analyst role who configures the application. This role has access to the Documents and Configuration menu options only.	Configure colors, logos, application text, and emails. These configurations have an easy-to-use editor for ease of implementing. Configure and maintain financial products (accounts) and their mappings into the core. Configure third-party integrations and credentials used to make application approval decisions, such as Funding, KYC, or Credit. Configure custom items such as custom JavaScript and CSS. Create custom web links using the URL Generator. Note For detailed information about how to use basic and advanced configuration, see the Configuration.
CONFIGURATION_SPECIALIST_READ_ONLY	An analyst or administrator who needs to view, but not edit, the application configuration. This role can view basic and advanced configuration. This role has access to the Documents and Configuration menu options only	View colors, logos, application text, and emails. View financial products (accounts) and their mappings into the core. View third-party integrations and credentials used to make application approval decisions, such as Funding, KYC, or Credit. View custom items such as custom JavaScript and CSS. Note The CONFIGURATION_SPECIALIST_READ_ONLY role cannot be assigned to the same user as the CONFIGURATION_SPECIALIST role.
ADMINISTRATOR	The IT administrator at the financial institution (FI). Users with the Administrator role can also be assigned the CONFIGURATION_SPECIALIST_READ_ONLY role, but cannot be assigned any other additional roles. This role has access to the Admin and Configuration > Advanced menu options only.	Administer users and passwords. Grant user access to queues. Manage password complexity requirements.
APPLICATION_SUPPORT	The operations team members of an FI. This role can manage and transact against applications. This role has access to the Dashboard and Search menu options only	Search and view applications for which the user has access from assigned queues. Edit application information. Run risk engine steps such as submitting to the core and running the decision adapter (qualifile, credit, and so on).
REPORTING_ANALYST	A data analyst role. This role has access to the Dashboard and Reports menu options only. This role also has access to the Analytics dashboard within the Q2 Gro application.	Generate and export reports.

Available menu options depend on the user role assigned to you. The user role comparison table describes which options are available for each user role.

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