Roles and permissions within our company are meticulously defined to ensure that each Loan Officer has access only to the resources and functionalities necessary for their role. Admin hold the highest level of access, allowing them to manage Loan Officer roles, assign permissions, and oversee system configurations. Regular Loan Officer are granted permissions based on their job requirements, ensuring they can perform their tasks efficiently without overstepping security protocols. This structured approach to roles and permissions maintains data integrity, protects sensitive information, and promotes a secure, well-organized working environment.
Steps To add the Roles and Permissions:
Click on the "Admin" tab in the top navigation bar.
Click the 'Settings' tile and select the "User Role" in the Access section.
To create a new role, Click on the "Add Role" button.
In the popup, enter a name for the role and click Save.
To add permissions to a role, click on the respective role. You can also add users by clicking the user icon, edit role details using the pencil icon, and delete a role by clicking the trash icon.
In that page click on the permission tab. There, you can allocate permissions for Loan Officers within the roles by clicking on the checkboxes to access Email Template, Automation and Marketing Suite. After that, click the "Save Permission" button.
To add users to the role, click the "Add User" icon.
Otherwise click on the respective role, which will navigate to a new page. Under the "User Role List" tab, click on the "Add User" button.
In the popup, select the user and click the 'Add to Role' button to assign the Loan Officer to the role. You can also select multiple Loan Officer at once and add them easily.
To delete the Loan Officer from the roles, click on the trash icon.
If you have any issues or would like to ask questions, please let us know using our Chat Bot feature.- AccountableCRM Support