# ComplianceOne® assumptions Roles and Permissions

## Default Roles within ComplianceOne® assumptions

Role | Description
--- | ---
Assumptions Loan Originator | Allows a user to create transactions in the application and closing phases in ComplianceOne® assumptions.
Manage Assumptions | Allows an Account Administrator to: Copy an account Add, edit and delete ComplianceOne® assumptions users in Administration Maintain account information in Administration Maintain Templates in Administration

## Available ComplianceOne® assumptions permissions

Permission | Functions
--- | ---
Basic Access for ComplianceOne® assumptions | Allows a user to access ComplianceOne® assumptions.
Create Transaction in Application Phase for ComplianceOne® assumptions | Allows a user to create transactions in the application phase.
Create Transaction in Closing Phase for ComplianceOne® assumptions | Allows a user to create transactions in the closing phase.
Manage Administration for ComplianceOne® assumptions | Allows an Account Administrator to access Administration.
Manage IP Filter | Allows an Account Administrator to add or remove IP Addresses to the IP Address whitelist within SECURITY. Warning: Modifying the IP Address Whitelist is not recommended during regular business hours. Users may be negatively affected if changes are made while they are using the application.
Manage Template Administration for ComplianceOne® assumptions | Allows an Account Administrator to access Templates in Administration.
Override Transaction Validation Warnings in Application Phase for ComplianceOne® assumptions | Allows a user to override validation warnings on transactions in the application phase.
Override Transaction Validation Warnings in Closing Phase for ComplianceOne® assumptions | Allows a user to override validation warnings on transactions in the closing phase.
Print/Preview Documents Only in Application Phase for ComplianceOne® assumptions | Allows a user to print, preview, email, and save documents on transactions in the application phase.
Print/Preview Documents Only in Closing Phase for ComplianceOne® assumptions | Allows a user to print, preview, email, and save documents on transactions in the closing phase.