Default Permission Set
Permission | ClientAdmin | Admin | Loan Officer | Title Agent | Notary |
|---|---|---|---|---|---|
Dashboard_CanViewLoan | ✓ | ✓ | ✓ | ✓ | ✓ |
Document_CanAssignDocumentParticipant | ✓ | ✓ | ✓ |
|
|
Document_CanViewDocument | ✓ | ✓ | ✓ | ✓ | ✓ |
GeneralSettings_CanEditDisplaySettings | ✓ | ✓ | ✓ |
|
|
GeneralSettings_CanEditDocumentReview | ✓ | ✓ | ✓ |
|
|
GeneralSettings_CanEditSigningOptions | ✓ | ✓ | ✓ |
|
|
GeneralSettings_CanEditTextSettings | ✓ | ✓ | ✓ |
|
|
GeneralSettings_CanEditWatermarks | ✓ | ✓ | ✓ |
|
|
Loan_Detail_CanSaveLoanDetail | ✓ | ✓ | ✓ | ✓ | ✓ |
Loan_Document_CanAddDocument | ✓ | ✓ | ✓ |
| ✓ |
Loan_Document_CanDeleteDocument | ✓ | ✓ | ✓ |
| ✓ |
Loan_Document_CanEditDocumentDetail | ✓ | ✓ | ✓ |
| ✓ |
Loan_Document_CanEditDocumentParticipant | ✓ | ✓ | ✓ |
| ✓ |
Loan_Document_CanManageSmartTags | ✓ | ✓ | ✓ |
| ✓ |
Loan_Document_CanViewDocumentDetail | ✓ | ✓ | ✓ |
| ✓ |
Loan_Participant_CanAddParticipant | ✓ | ✓ | ✓ |
| ✓ |
Loan_Participant_CanDeleteParticipant | ✓ | ✓ | ✓ |
| ✓ |
Loan_Participant_CanEditParticipant | ✓ | ✓ | ✓ | ✓ | ✓ |
Loan_Participant_CanSendEmailInvite | ✓ | ✓ | ✓ | ✓ | ✓ |
RoleSettings_CanAddRole | ✓ | ✓ |
|
|
|
RoleSettings_CanDeleteRole | ✓ | ✓ |
|
|
|
RoleSettings_CanEditRole | ✓ | ✓ |
|
|
|
Settings_CanEditEmailTemplate | ✓ | ✓ | ✓ |
|
|
Settings_CanViewCertificate |
|
|
|
| ✓ |
Settings_CanViewDevices |
|
|
|
| ✓ |
Settings_CanViewGeneralSettings | ✓ | ✓ |
|
|
|
Settings_CanViewNotarizeActs |
|
|
|
| ✓ |
Settings_CanViewProfile | ✓ |
| ✓ | ✓ | ✓ |
Settings_CanViewRoles | ✓ | ✓ |
|
|
|
Settings_CanViewSettings | ✓ | ✓ | ✓ |
|
|
Settings_CanViewUsers | ✓ | ✓ |
|
|
|
UserSettings_CanAddUser | ✓ | ✓ |
|
|
|
UserSettings_CanDeleteUser | ✓ | ✓ |
|
|
|
UserSettings_CanEditUser | ✓ | ✓ |
|
|
|
UserSettings_CanResetPassword | ✓ | ✓ |
|
|
|
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