Back-office / Admin System Access Role Details
The system includes multiple access levels. Refer to the details below to understand each role and select the appropriate one for granting access.
00 Can view/edit Assigned Apps
- Employee can see ONLY those apps created by that employee
- Employee has access to Credit Reports
01 View Only - All Apps - With Credit
- Employee can see all applications
- Employee has view Only Access
- Employee has access to Credit Reports
02 View Only - All Apps - Without Credit
- Employee can see all applications
- Employee has view Only Access
03 Access to Reports Only
- Employee has access to Reports/Analytics
04 USER Without Credit Access
- Employee can see all applications
- Can process applications
05 USER
- Employee can see all applications
- Can process applications
- Employee has access to Credit Reports
- Employee has permission to assign apps to others, and to search for apps assigned to others
06 ADVANCED USER
- Employee can see all applications
- Employee has access to Credit Reports
- Employee has access to Reports/Analytics
- Can process applications
- Employee can do manual underwriting, override system decisions to change interest rate and term selections
- Employee can override Fraud decisions
- Employee has permission to assign apps to others, and to search for apps assigned to others
07 USER + Funding
- Employee can see all applications
- Can process applications
- Employee is authorized to Push to Core and Fund
- Employee has access to Credit Reports
- Employee has permission to assign apps to others, and to search for apps assigned to others
08 ADVANCED USER + Funding
- Employee can see all applications
- Employee has access to Credit Reports
- Employee has access to Reports/Analytics
- Can process applications
- Employee can do manual underwriting, override system decisions to change interest rate and term selections
- Employee can override Fraud decisions
- Employee is authorized to Push to Core and Fund
- Employee has permission to assign apps to others, and to search for apps assigned to others
09 SUPER USER
- Employee can see all applications
- Employee has access to Credit Reports
- Employee has access to Reports/Analytics
- Can process applications
- Employee can do manual underwriting, override system decisions to change interest rate and term selections
- Employee can override Fraud decisions
- Employee is authorized to Push to Core and Fund
- Employee has permission to assign apps to others, and to search for apps assigned to others
- Employee can unlock Permission
10 MARKETING ADMIN
- Employee can edit emails and SMS
11 PRODUCT ADMIN
- Employee can change Rates, Credit Policy and More
- Access to Money Movement History page
12 EMPLOYEE ADMIN
- Employee can Add, Remove, Reset Password for Employees Access
13 SUPER USER + Employee Admin
- Employee can see all applications
- Employee has access to Credit Reports
- Employee has access to Reports/Analytics
- Can process applications
- Employee can do manual underwriting, override system decisions to change interest rate and term selections
- Employee is authorized to Push to Core and Fund
- Employee can override Fraud decisions
- Employee has permission to assign apps to others, and to search for apps assigned to others
- Employee can Add, Remove, Reset Password for Employees Access
14 SUPER USER + All Admins
- Employee can see all applications
- Employee has access to Credit Reports
- Employee has access to Reports/Analytics
- Can process applications
- Employee can do manual underwriting, override system decisions to change interest rate and term selections
- Employee can override Fraud decisions
- Employee is authorized to Push to Core and Fund
- Employee has permission to assign apps to others, and to search for apps assigned to others
- Employee can Add, Remove, Reset Password for Employees Access
- Employee can change Rates, Credit Policy and More
- Employee can unlock Permission
- Employee can edit email templates and SMS templates
- Access to Money Movement History page
15 Only see branch applications
- Employee can only see branch applications