Creating Agent User Roles
Audience: Upper Management, Loan Servicing/Collections Managers, Administrator, Compliance
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.
Next, determine the settings 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 – Selecting 'Yes' allows users with this role see customers' government-issued identification numbers. These include Social Security Numbers (SSN) for US consumers; Social Insurance Numbers (SIN) for Canadian consumers; and Employee Identification Numbers (EIN) for US companies. If 'No' is selected, the agent user will only see the last four digits.
- 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.
- Date of Birth Visibility - This allows you to conceal customer date of birth information from the users assigned to this role. There are several options available:
Choosing to censor sensitive customer information (like SSN, bank account numbers, and date of birth) will hide it from view in the UI, reports, and exported data.
- Uncensored (01/15/2000)
- Full Censored (XX/XX/XXXX)
- Year Censored (01/15/XXXX)
- Day/Year Censored (01/XX/XXXX)
- Month/Year Censored (XX/15/XXXX)
Role Access Resources
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).
This resource tree holds hundreds of options. For an explanation of each, see our article Roles Options.
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.
Common Uses & Questions
Here's some info for specific people within your company, as well as some common questions we get about roles.
Loan Servicer or Collector Use
Upper Management Use
We recommend instructing your administrators or middle managers to set up roles that emphasize security and simplicity for your users.
Loan Servicing/Collections Managers Use
Administrator and Compliance Use
How do roles interact with other access controls, like wizard groups and search restrictions? For the most part, access features only compliment each other since they control different things. Wizards, however, can override role restrictions. If an agent didn't have access to edit loan setup, but they do have access to a wizard that edits setup, then they'll be able to edit setup while using that wizard. For more info on access tools, read LoanPro Access.
Here's a quick breakdown of the terms we use in this article.
The login for an individual person who uses your software.
A set of access restrictions that are set up at the tenant-level. When you create or edit an agent user, you can assign one of your roles to them.