Available Permissions for Custom Roles

Permissions and Descriptions

Permission Permission Group Functions
Assign or Remove Permissions for ComplianceOne® assumptions ComplianceOne® assumptions

Allows an Account Administrator to assign or remove permissions for ComplianceOne® assumptions. 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® assumptions ComplianceOne® assumptions This permission is not used by ComplianceOne® assumptions.
Complete Transaction ComplianceOne® assumptions Allows a user to complete a transaction. After completion, the transaction will be archived and set to read only. This permission was added in the January 2019 deployment.
Copy Transaction ComplianceOne® assumptions Allows a user to copy a transaction.
Create Transaction in Application Phase for ComplianceOne® assumptions ComplianceOne® assumptions Allows a user to create transactions in the application phase.
Create Transaction in Closing Phase for ComplianceOne® assumptions ComplianceOne® assumptions Allows a user to create transactions in the closing phase.
Delete Transaction ComplianceOne® assumptions Allows a user to delete a transaction.
Edit Loan Decision ComplianceOne® assumptions Allows a user to edit a loan decision.
HMDA Reviewer ComplianceOne® assumptions Allows a user to select Reviewed on the HMDA page.
Manage Administration for ComplianceOne® assumptions ComplianceOne® assumptions Allows an Account Administrator to access Administration.
Manage Template Administration for ComplianceOne® assumptions ComplianceOne® assumptions Allows an Account Administrator to access Templates in Administration.
Override Transaction Validation Warnings in Application Phase for ComplianceOne® assumptions 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 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 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 ComplianceOne® assumptions Allows a user to print, preview, email, and save documents on transactions in the closing phase.
Reopen Transaction ComplianceOne assumptions® Allows a user to reopen a completed transaction. The transaction will no longer be archived and can be edited again. This permission was added in the January 2019 deployment.
Add User to Account Security Administration Allows an Account Administrator to add users to an account.
Assign or Remove Permissions for Security 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.
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.