Manage ComplianceOne Plus™ Consumer

Permissions and Descriptions

Default Permission Permission Group Description
Assign or Remove Permissions for ComplianceOne Plus™ Global ComplianceOne Plus™

Allows an Account Administrator to assign or remove permissions for ComplianceOne Plus™ on global level. 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.
Assign or Remove Permissions for ComplianceOne Plus™ Consumer ComplianceOne Plus™ Consumer

Allows an Account Administrator to assign or remove permissions for ComplianceOne Plus™ Consumer. 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 Plus™ ComplianceOne Plus™ Allows a user to access ComplianceOne Plus™.
Manage Company Settings ComplianceOne Plus™ Allows an Account Administrator to access Administration.
View All Loan Files ComplianceOne Plus™ Allows an Account Administrator to create, edit, copy and delete templates and policy group configurations (Administration).
Search Parties in the Party Database ComplianceOne Plus™ Allows a user to search parties in the Party Database
Delete parties from the Party Database ComplianceOne Plus™ Allows a user to delete parties in the Party Database
Manage Services ComplianceOne Plus™ Allows a User to modify integration setup in Admin Services
Manage Loan Templates ComplianceOne Plus™ Consumer Allows a user to create, edit, copy and delete Loan Templates
Modify Fee Library ComplianceOne Plus™ Consumer Allows a user to access Settings to create, edit and delete fees in Fee Library
Modify Fee Groups ComplianceOne Plus™ Consumer Allows a user to access Settings to create, edit and delete Fee Groups
Upload Loan To Core ComplianceOne Plus™ Consumer Allows a user to upload loan to the Core system
Export JSON Snapshot ComplianceOne Plus™ Consumer Allows a User to download JSON snapshot of a documents package.
Create a New Loan File ComplianceOne Plus™ Consumer Allows a user to create a new Loan File
Copy Loan File ComplianceOne Plus™ Consumer Allows a user to copy Loan File
Archive Loan File ComplianceOne Plus™ Consumer Allows a user to archive Loan File
Un-Archive Loan File ComplianceOne Plus™ Consumer Allows a user to un-archive Loan File
Delete File in the Archive ComplianceOne Plus™ Consumer Allows a user to delete Loan File in the Archive
Choose Specific Docs ComplianceOne Plus™ Consumer Allows a user to manually select specific documents that should be included in the document package
Delete Doc Package ComplianceOne Plus™ Consumer Allows a user to delete documents package
Create New Loan File without Template ComplianceOne Plus™ Consumer Allows a user to create loan file without using a Loan Template
Create Fee Manually in the Loan Files ComplianceOne Plus™ Consumer Allows a user to create a fee in the transaction without using the Fee Library and Fee Groups
Pull Credit Report ComplianceOne Plus™ Consumer Credit Allows a user to pull credit report
Order CARFAX ComplianceOne Plus™ Consumer Valuation Allows a user to order CARFAX valuation to retrieve vehicle history reports
Send Packages to eOriginal SmartSign Plus ComplianceOne Plus™ Consumer eSign Allows a user to send packages to eOriginal SmartSign Plus
Retrieve Customer From Core ComplianceOne Plus™ Consumer Core Allows a user to retrieve customer from the Core system