Creating a SymXchange Admin Role

Create a SymXchange administration role in the System Web Console application.

As of Release 2018.01, a new default administrator role is automatically available that includes all permissions to provision a new SymXchange instance. If you created a custom administrator role prior to 2018.01, you will need to add the new permissions to your custom role or assign the new standard administrator role to view all available actions in SymXchange Web Services - Enhanced.

• Log on to the System Web Console.
• Click User Management > Role Management.
• The Role Management window appears.
• Click Add.
• At the Role Name prompt, type the SymXchange role name approved by your credit union. For example, SymXchange Admin.
• Click the + (plus sign) to the right of the Permissions list box.
• The Add Permissions pane appears.
• Type SymXchange in the Permission field to filter for SymXchange permissions, and then select the desired permissions.
• Clear the Permission field and select any additional permissions for the role, then press OK. You must select at least one permission.
• At the Start Page prompt, select SymXchange Web Services from the drop-down list, then press Save.