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Agent Roles

What is the User Role Module? 📌​

In HelloMe, the Manage Admin Roles sub-module lets you create, view, and manage roles for your admin users and agent users.
Each Role controls what parts of the system a user can see and what actions they can perform.

Roles are like permission blueprints — instead of giving permissions one by one to each user, you define them once in a role and then assign that role to multiple users.

Purpose ✅​

  • Keeps user access organised and secure.
  • Helps enforce least privilege — users only get the access they really need.
  • Makes onboarding new staff quick: just assign the right role.
  • Supports compliance and audit trails by controlling sensitive permissions.

How it Works​

Roles Homepage

The Manage Admin Roles homepage shows:

  • Role Name: The name of the role (e.g., Super Admin, Customer Support, Remittance Auth).
  • Guard Name: (Internal system guard field — can be left blank or used for advanced scenarios).
  • Created Date: When the role was added.
  • Action: Access the Permissions gear icon to manage what that role can do.

✅Permissions​

Each role has permissions attached to it.
When an admin clicks the Permissions gear icon under the Action column:

  • They land on the Permissions page for that role.

  • They can expand different modules (like Remitters, FX Transactions, Banking).

  • For each module, they can toggle specific privileges — like edit remitter status, create transaction, delete branch, etc.

This lets you control exactly:

  • Which modules the role can see.
  • What actions the role can perform in each module.

Add Role ➕​

Click the Add Role button (top right) to create a new role.

When adding a new role, you’ll provide:

  • Role Name: The name that explains the role’s purpose (e.g., Authorisation, Customer Support).
  • Guard Name: (Optional) Used for advanced access control if needed.

Once saved:

  • The new role appears in the list.
  • You can immediately click the Permissions gear to set which modules and actions the role should have access to.

🔗 How It Connects to Other Modules​

Related ModuleHow It Ties In
Manage Agent UsersEach user account is assigned a role. The role defines what they can see or do in the system.
Manage Admin UsersSame applies for internal staff — your HQ or operations staff also use roles to access only what they need.
All ModulesRoles directly control permissions across every module: FX, Remitters, Branches, Tenants, Banking, and more.

Example Use Case​

Example:

  • You have a Customer Support role that can only:
    • View transactions.
    • Update customer contact info.
    • Cannot approve large payments or delete remitters.

  • You have a Super Admin role that can:
    • Do everything.
    • Add new roles, manage users, and assign permissions.

When Rafaela (an agent user) is added, she’s given the Customer Support role — so she cannot change things she shouldn’t.

📌Key Takeaways​

  • Roles are permission templates for controlling user access.
  • Easy to create, update, or delete roles.
  • Permissions can be finely tuned per module and action.
  • Helps you stay compliant, secure, and organised — even with a big team.

In summary:
The Manage Admin Roles module makes sure every user has exactly the access they need — nothing more, nothing less.
Combined with Manage Agent Users and Tenants, this keeps HelloMe secure, scalable, and easy to operate.