Setting User Permission/Roles

As every company is unique in terms of the permission settings, there is no default user group that has the Application as a default setting.

You will have the option to set, based on user role, if that user role can create an application, approve/decline an application or simply confirm an application for someone else to do final approval.

To add these settings GOTO: ADMINISTRATION --> SECURITY --> USER ROLES. 

Choose the user role you want to add the permission settings to and add the permission as per your business requirements. The below image is just an example of such

 

 

Lease: Basic View all Lease
Send Mail
Hidden Banking info,Documents and Communications, Bill, Deposits
Lease: Advanced View all Lease , View Documents, Former Leases
Send Mail, Lease Agreement Signing 
Actions: Increase, Renew (except Finalize and Publish Offers)
Create and View Increase, Renew batches
Create,View and Execute Print batch
Lease: Full Full Access to Lease, including +New and +Current, former leases, View Documents, 
No Legal actions
Actions: Increase, Renew (at any date), Finalize, Publish Offers
Create,View and Execute Increase, Renew batches
Create,View and Execute Print batch

 

Application: Basic View Lead
View Lease Application
App Document Upload/Sign, Create Draft
Hidden Financial
Application: Verify Doc View Lease Application
App Document Upload/Sign, Create Draft
Verify/Complete
Hidden Financial
Create,View and Execute Print batch

Application: Full Full Access to Leads/Lease Application
App Document Upload/Sign, Create Draft, Cancel
Create,View and Execute Print batch
Credit Check: Basic Run Credit Check
Credit Check:Full See full credit report
Application Decision: Reserve Unit Application Decision: Reserve Unit, Cancel
Application Decision: Start Online Application Decision: Start Online Application, Cancel
Application Decision: Submit Application Decision: Submit, Cancel
Application Decision: Verify Application Decision: Verify (Complete Application, Request Further Information, Cancel)
Application Decision: Approve Application Decision: Approve, Decline, Request Further Information, Cancel
Application Decision: Full Application Decision:All
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.