Finance & Escrow / Permissions

Permissions

Fine-grained resource, deal and portal permission matrix.

Role × resource matrix
ResourceAnalystCredit officerCommitteeEscrow officerExecutiveAdmin
ApplicationsWrite——FullWriteRead
Credit memos——FullWriteReadFull
Facility offers—FullWriteReadFull—
Escrow accountsFullWriteReadFull—Write
Release approvalWriteReadFull—WriteFull
SettlementReadFull—WriteFullRead
PartnersFull—WriteFullRead—
Audit—WriteFullRead—Write
ConfigurationWriteFullRead—Write—