Manage ComplianceOne Plus™ Commercial
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™ Commercial | ComplianceOne Plus™ Commercial |
Allows an Account Administrator to assign or remove permissions for ComplianceOne Plus™ Commercial. 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 |
| Order RTF Documents | ComplianceOne Plus™ Commercial | Allows a user to generate document package in Rich Text Format (RTF). |
| Manage Loan Templates | ComplianceOne Plus™ Commercial | Allows a user to create, edit, copy and delete Loan Templates |
| Modify Fee Library | ComplianceOne Plus™ Commercial | Allows a user to access Settings to create, edit and delete fees in Fee Library |
| Modify Fee Groups | ComplianceOne Plus™ Commercial | Allows a user to access Settings to create, edit and delete Fee Groups |
| Export JSON Snapshot | ComplianceOne Plus™ Commercial | Allows a User to download JSON snapshot of a documents package. |
| Create a New Loan File | ComplianceOne Plus™ Commercial | Allows a user to create a new Loan File |
| Copy Loan File | ComplianceOne Plus™ Commercial | Allows a user to copy Loan File |
| Archive Loan File | ComplianceOne Plus™ Commercial | Allows a user to archive Loan File |
| Un-Archive Loan File | ComplianceOne Plus™ Commercial | Allows a user to un-archive Loan File |
| Delete File in the Archive | ComplianceOne Plus™ Commercial | Allows a user to delete Loan File in the Archive |
| Choose Specific Docs on Audits and Order Page | ComplianceOne Plus™ Commercial | Allows a user to manually select specific documents that should be included in the document package |
| Delete Doc Package | ComplianceOne Plus™ Commercial | Allows a user to delete documents package |
| Create New Loan File without Template | ComplianceOne Plus™ Commercial | Allows a user to create loan file without using a Loan Template |
| Delete Doc Package | ComplianceOne Plus™ Commercial | Allows a user to delete documents package |
| Create New Loan File without Template | ComplianceOne Plus™ Commercial | Allows a user to create loan file without using a Loan Template |
| Create Fee Manually in the Loan Files | ComplianceOne Plus™ Commercial | Allows a user to create a fee in the transaction without using the Fee Library and Fee Groups |
| Pull Business Report | ComplianceOne Plus™ Commercial Credit | Allows a user to pull business report |
| Pull Credit Report | ComplianceOne Plus™ Commercial Credit | Allows a user to pull credit report |
| Send To HMDA Wiz | ComplianceOne Plus™ Commercial HMDA | Allows a user to report HMDA data |
| Submit A Flood Request | ComplianceOne Plus™ Commercial Flood | Allows a user to submit a flood request |
| Submit ilien Filing Request | ComplianceOne Plus™ Commercial Lien | Allows a user to submit ilien filing request |
| Send Packages to eOriginal SmartSign Plus | ComplianceOne Plus™ Commercial eSign | Allows a user to send packages to eOriginal SmartSign Plus |
| Upload Loan To Core | ComplianceOne Plus™ Commercial Core | Allows a user to upload loan to the Core system |
| Retrieve Customer From Core | ComplianceOne Plus™ Commercial Core | Allows a user to retrieve customer from the Core system |