Available Permissions for Custom Roles

Descriptions and Permissions

Default Permission Permission Group Description
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.
Download Manage Transactions Report TSoftPlus Allows a user to create a CSV-based report that is downloaded from the Manage Transactions page. The report contains transactional data.
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 User 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 Multifactor Authentication Security Administration Allows an Account Administrator to reset multifactor authentication for a user in Security Administration.
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.
Manage Packages Security Administration Allows an Account Administrator to manage packages.
Assign or Remove Permissions for TSoftPlus TSoftPlus

Allows an Account Administrator to assign or remove permissions for TSoftPlus. 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 TSoftPlus TSoftPlus Allows a user to access TSoftPlus.
Credit Memo - Open TSoftPlus Allows a user to open and edit the Credit Memo.
ETran Submission TSoftPlus Allows a user to submit a loan application electronically from TSoftPlus and receive an immediate response from SBA.
Financial Analysis - Open, Import TSoftPlus Allows a user to upload a Financial Analysis spreadsheet that has already had financial work either partially or totally completed. Allows a user to open or create a new Financial Analysis.
Loan Authorization - Open, Remove TSoftPlus Allows a user to open the Loan Authorization Wizard in Word 2007 or 2010 and delete the Loan Authorization.
Loan - Create, View, Modify TSoftPlus Allows a user to create, view, or modify loans in TSoftPlus.
Loan-Copy TSoftPlus Allows a user to copy a loan. Requires the Loan - Create, View, Modify permission.
Loan-Remove TSoftPlus Allows a user to remove a loan.
Loan-Change Type or Organization TSoftPlus Allows a user to change a jurisdiction, organization, or loan type. Requires the Loan - Create, View, Modify permission.
Loan-Import XML TSoftPlus Allows a user to import transaction information (including ETran results and SBA number if applicable) that you received from another user of TSoftPlus.
Manage Administration for TSoftPlus TSoftPlus Allows an Account Administrator to access Administration.
Quick Quote-Create, View, Modify TSoftPlus Allows a user to create, view, or modify a quote on the Quick Quote page. Requires the Loan - Create, View, Modify permission.
Quick Quote-Remove TSoftPlus Allows a user to remove a quote from the Quick Quote screen.
Remove PDFs TSoftPlus Allows a user to remove any .PDF files that have been uploaded to the loan.
Upload PDFs TSoftPlus Allows a user to upload additional .PDF files into TSoftPlus.