BackOffice Access Role Details

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

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

15 Only see branch applications

• Employee can only see branch applications