Security Setup

User Security & Access Setup

Managing user access in MAXMONEY involves two key components: Roles (security levels) and Users. It's essential to create your Roles first before setting up individual users.

A user can be assigned to multiple roles, and a single role can be applied to multiple users, offering flexible control over access permissions.

The Security Setup is divided into the following sections:

 Section  Description  Documentation
 Roles  Navigate to Setup > Security > Roles to configure different security levels  Roles
 Users  Go to Setup > Security > Users to create and manage individual user accounts  Users


MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026