ComplianceOne® commercial lending Roles and Permissions

All Access Commercial Lending

This section describes the roles and permissions available for ComplianceOne® commercial lending Account Administrators.

Permissions:

  • Commercial Lending - Change Documents at Transaction Time
  • Override Validation Warnings

What it does: Allows you to access ComplianceOne® commercial lending and use all of its functionality.

Manage Commercial Lending

Permissions:

  • Clone Account
  • Manage Account Users
  • Manage Administration for ComplianceOne® commercial lending
  • Basic Access for ComplianceOne® commercial lending

What it does: Allows you to perform the following:

  • Access the Administration application
  • Create a copy of the account
  • Add and remove users within an account
  • Access the commercial lending application

Available ComplianceOne® commercial lending permissions

This section defines the available permissions that are available for ComplianceOne® commercial lending; while not assigned to a specific role, you can add these permissions to existing roles or create custom roles.

Permission Functions
Basic Access for ComplianceOne® commercial lending Allows you to use ComplianceOne® commercial lending.
Change Documents at Transaction Time Allows you to edit documents from the print node of ComplianceOne® commercial lending.
Manage Administration for ComplianceOne® commercial lending Allows you to access the Administration application.
Override Validation Warnings Allows you to control who has rights to override validation warnings in transactions. Validation warnings are potential errors with the data entry for a transaction and allows the user to fix them prior to previewing or printing documents. The documents are still available to the user with an ‘Incomplete’ watermark on them when validation warnings exist that have not been overridden. If a user, with the correct permissions, chooses to override validation warnings, the watermark will not print and the footer prints the letters VO (validation override) and the system version number to identify it as overridden.
Print/Preview Documents Only Allows you to control who has the ability to preview, print, email, and save documents in your transactions