Creating Agent User Roles

Introduction

LoanPro provides users the ability to assign separate login credentials for each company employee in the form of agent users. However, it is very important that proper levels of access are granted to users based on their individual duties within your company. Agent user roles is our solution—categories for agent users that govern level of access. Roles give you the ability to tailor a custom level of access to each individual user, and you can alter that access level as their responsibilities change.

This article provides an overview on creating user roles to your users. For information on assigning roles to your users, check out our article on Assigning Agent User Roles.

Creating a New Role

To create a new role, navigate to Settings > Company > Access > Roles within your company account.

Click 'Add' to create a new role. You can also click the icons to the right of the roles to either duplicate a role, edit, or delete.

Before you define the level of access for the role, you should enter data for the following options:

  • Name – The name of the role. The name should distinguish the role from other roles set up for your company.
  • Description – This is a brief description of the role and should probably describe, in brief, the level of access.
  • Customer SSN Visible – Since social security numbers (US) and social insurance numbers (Canada) are such sensitive pieces of data, you can choose from the drop-down whether users assigned to the role will see social security or social insurance numbers. You will choose this option separately for each role you create.
  • Customer Bank Account Number Visible - This allows you to choose whether you want the bank account information visible to the user assigned to this role.

Now you can use the expandable tree to specify which areas of the software users with this role will have access to. Expand sections by clicking on the arrows to the left of section titles. You can grant access to an entire section (by clicking the box next to the section title), or you can grant access to individual items (by clicking on their corresponding checkboxes).

Once you have checked all the desired boxes, click 'Save'. This role will be added to the list of roles that are available to be assigned to agent users in your company.


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