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  • View Permissions: View permissions determine the pages that can be visited by a user with particular permissions. They are defined below:

    • User can view all users: the user can visit the User Management page

    • User can view loan products: the user can visit the Loan Products page

    • User can view loan applications on the platform: the user can visit the Loans page

    • User can view merchant settings on the platform: the user can visit the Settings page

    • User can view customers on the platform: the user can visit the Customers page

    • User can view liquidity management: the user can visit the Liquidity Management page

  • Edit Permissions - these determine the actions that can be taken by a user with particular permissions. They are defined below:

    • User can create user - the user can create a new teammate

    • User can delete a user - the user can delete a teammate

    • User can update a user - the user can update the role of a teammate

    • User can create loan products - the user can create a new loan product

    • User can update loan products - the user can update loan products

    • User can review a loan for approval - the user can review a loan application

    • User can delete loan product - the user can delete a loan product

    • User can approve loan for disbursement - the user can approve a loan application

    • User can reject loan application - the user can reject the loan application

    • User can disburse funds for approved loans - the user can disburse funds for an approved loan

    • User can make a manual loan repayment - the user can initiate a cash repayment for a loan

    • User can update an application details - the user can update loan application details e.g. edit edit the loan amount requested on an application

    • User can update merchant settings - the user can update settings on the portal

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