DocOne Banking Roles and Permissions

This section describes the roles and permissions available for DocOne Account Administrators.

Basic Access DocOne Commercial Lending

Permissions: Basic Access for DocOne Commercial Lending

What it does: allows you to create, search, copy, and edit transactions from the DocOne Commercial Lending product.

Manage DocOne Commercial Lending

Permissions:

Manage Administration for DocOne Commercial Lending
Basic Access for DocOne Commercial Lending
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Commercial Lending

What it does: Allows you to perform the following from the DocOne Commercial Lending product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Commercial Lending
Delete transactions

Basic Access DocOne Consumer Lending

Permissions: Basic Access for DocOne Consumer Lending

What it does: allows you to create, search, copy, and edit transactions from the DocOne Consumer Lending product.

Manage DocOne Consumer Lending

Permissions:

Manage Administration for DocOne Consumer Lending
Basic Access for DocOne Consumer Lending
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Consumer Lending

What it does: Allows you to perform the following from the DocOne Consumer Lending product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Consumer Lending
Delete transactions

Basic Access DocOne Deposit

Permissions: Basic Access for DocOne Deposit

What it does: allows you to create, search, copy, and edit transactions from the DocOne Deposit product.

Manage DocOne Deposit

Permissions:

Manage Administration for DocOne Deposit
Basic Access for DocOne DocOne Deposit
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Deposit

What it does: Allows you to perform the following from the DocOne Deposit product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Deposit
Delete transactions

Basic Access DocOne Forms

Permissions: Basic Access for DocOne Forms

What it does: allows you to create, search, copy, and edit transactions from the DocOne Forms product.

Manage DocOne Forms

Permissions:

Manage Administration for DocOne Forms
Basic Access for DocOne Forms
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Forms

What it does: Allows you to perform the following from the DocOne Forms product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Forms
Delete transactions

Basic Access DocOne Home Equity

Permissions: Basic Access for DocOne Home Equity

What it does: allows you to create, search, copy, and edit transactions from the DocOne Home Equity product.

Manage DocOne Home Equity

Permissions:

Manage Administration for DocOne Forms
Basic Access for DocOne Forms
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Forms

What it does: Allows you to perform the following from the DocOne Home Equity product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Home Equity
Delete transactions

Basic Access DocOne Indirect

Permissions: Basic Access for DocOne Indirect

What it does: allows you to create, search, copy, and edit transactions from the DocOne Indirect product.

Manage DocOne Indirect

Permissions:

Manage Administration for DocOne Indirect
Basic Access for DocOne Indirect
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne Indirect

What it does: Allows you to perform the following from the DocOne Indirect product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne Indirect
Delete transactions

Basic Access DocOne IRA

Permissions: Basic Access for DocOne IRA

What it does: allows you to create, search, copy, and edit transactions from the DocOne IRA product.

Manage DocOne IRA

Permissions:

Manage Administration for DocOne IRA
Basic Access for DocOne IRA
Clone Account
Manage Account Users
Manage Packages
Delete Transactions for DocOne IRA

What it does: Allows you to perform the following from the DocOne IRA product:

Access the Administration application
Create custom packages through PACKAGE MANAGEMENT
Copy accounts
Create organizations
Add /remove/modify users from the account
Assign contacts
Access DocOne IRA
Delete transactions

Available DocOne permissions

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

Permission	Functions
Basic Access for DocOne Commercial Lending	Allows you to create, search, copy, and edit transactions in DocOne Commercial Lending.
Basic Access for DocOne Consumer Lending	Allows you to create, search, copy, and edit transactions in DocOne Consumer Lending.
Basic Access for DocOne Deposit	Allows you to create, search, copy, and edit transactions in DocOne Deposit.
Basic Access for DocOne Forms	Allows you to create, search, copy, and edit transactions in DocOne Forms.
Basic Access for DocOne Home Equity	Allows you to create, search, copy, and edit transactions in DocOne Home Equity.
Basic Access for DocOne Indirect	Allows you to create, search, copy, and edit transactions in DocOne Indirect.
Basic Access for DocOne IRA	Allows you to create, search, copy, and edit transactions in DocOne IRA.
Delete Transactions for Commercial Lending	Allows you to delete Transactions in DocOne Commercial Lending.
Delete Transactions for Consumer Lending	Allows you to delete Transactions in DocOne Consumer Lending.
Delete Transactions for Deposit	Allows you to delete Transactions in DocOne Deposit.
Delete Transactions for Forms	Allows you to delete Transactions in DocOne Forms.
Delete Transactions for Home Equity	Allows you to delete Transactions in DocOne Home Equity.
Delete Transactions for Indirect	Allows you to delete Transactions in DocOne Indirect.
Delete Transactions for IRA	Allows you to delete Transactions in DocOne IRA.
Manage Administration for DocOne Commercial Lending	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Commercial Lending.
Manage Administration for DocOne Consumer Lending	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Consumer Lending.
Manage Administration for DocOne Deposit	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Deposit.
Manage Administration for DocOne Forms	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Forms.
Manage Administration for DocOne Home Equity	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Home Equity.
Manage Administration for DocOne Indirect	Allows you to access the Administration application, create organizations, and assign contacts from DocOne Indirect.
Manage Administration for DocOne IRA	Allows you to access the Administration application, create organizations, and assign contacts from DocOne IRA.
Manage Packages	Allows an account administrator to create custom packages within the Package Management feature.

Further considerations when creating roles

Be advised of the following:

Ensure that the name of the licensed product is added to the role name.
Account administrators can grant additional permissions to Basic Access DocOne <product> users that are part of the Manage DocOne <product> role; for example, they can assign the "Delete Transactions for DocOne <product>" permission to the Basic Access <product>.