Available Permissions for Custom Roles

ComplianceOne® Mortgage Available Permissions for Custom Roles

Default Permission Permission Group Description
Assign or Remove Permissions for ComplianceOne® mortgage ComplianceOne® mortgage

Allows an Account Administrator to assign or remove permissions for ComplianceOne® mortgage. This permission works in combination with other Security Administration permissions (i.e. remove user from an account). It was created to prevent collisions for Accounts with more than one product.

Example:

An account is licensed for Product A and Product B. There are users in the Account for Product A and Product B.

An Account Administrator for Product A needs to remove a user. There are users in the list for both Product A and Product B.

If the Account Administrator has the Assign or Remove Permissions for Product A and Assign or Remove Permissions for Product B, the Administrator can remove a user that has permissions for Product A and/or Product B.

If the Account Administrator has the Assign or Remove Permissions for Product A only, the Administrator can only remove the users that have permission for Product A, and they are not allowed to remove a user that has Product B permissions.

Basic Access for ComplianceOne® mortgage ComplianceOne® mortgage This permission is not used by ComplianceOne® mortgage.
Complete Transaction ComplianceOne® mortgage Allows a user to complete a transaction. After completion, the transaction will be archived and set to read only. This permission is available but not active until the Complete Transaction feature is released.
Copy Transaction ComplianceOne® mortgage Allows a user to copy a transaction. This permission was added in the January 2018 deployment.
Create Transaction in Application Phase ComplianceOne® mortgage Allows a user to create transactions in the application phase.
Create Transaction in Closing Phase ComplianceOne® mortgage Allows a user to create transactions in the closing phase.
Delete Transaction ComplianceOne® mortgage Allows a user to delete a transaction. This permission was added in the January 2018 deployment.
Edit Loan Decision ComplianceOne® mortgage Allows a user to edit a loan decision. This permission was added in the January 2018 deployment.
HMDA Reviewer ComplianceOne® mortgage Allows a user to check the Reviewed check box on the HMDA page.
Manage Administration for ComplianceOne® mortgage ComplianceOne® mortgage Allows an Account Administrator to access Administration.
Manage Template and Policy Group Administration for ComplianceOne® mortgage ComplianceOne® mortgage Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration).
Override Transaction Validation Warnings in Application Phase ComplianceOne® mortgage Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in the Closing Phase ComplianceOne® mortgage Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in the Application phase ComplianceOne® mortgage Allows a user to print, preview, email and save documents on transactions in the application phase.
Print/Preview Documents Only in the Closing Phase ComplianceOne® mortgage Allows a user to print, preview, email and save documents on transactions in the closing phase.
Reopen Transaction ComplianceOne mortgage® Allows a user to reopen a completed transaction. The transaction will no longer be archived and can be edited again. This permission was added in the January 2018 deployment.
Add User to Account Security Administration Allows an Account Administrator to add users to an account.
Assign or Remove Permissions for STS Administration Security Administration Allows an Account Administrator to assign or remove permissions in Security Administration.
Basic Access for Security Administration Security Administration Allows a user to have basic access to Security Administration.
Clone Account Security Administration Allows an Account Administrator to copy an account to create additional accounts.
Download Certificates Security Administration Allows an Account Administrator to view the Client Authentication Page and download a certificate for configuring the integrations between products.
Edit Account Security Administration Allows an Account Administrator to manage account information.
Edit Account Roles Security Administration Allows an Account Administrator to edit account roles in an account.
Edit Account Security Administration Allows an Account Administrator to edit account users in an account.
Manage IP Filtering Security Administration Allows an Account Administrator to add or remove IP Addresses in the IP Address list in IP Filtering.
Remove User from Account Security Administration Allows an Account Administrator to remove users in an account.
Reset Account User Password Security Administration Allows an Account Administrator to reset an account user password in an account.
Unlock Account User Security Administration Allows an Account Administrator to unlock a user in an account.
View Account Roles Security Administration Allows an Account Administrator to view account roles in an account.
View Account User Security Administration Allows an Account Administrator to view account users in an account.