Roles and Permissions
- Temitope Akinremi (Unlicensed)
The Roles Management page displays a list of user Roles that are available on your Originate Merchant Portal, as well as the Permissions allowed for each role. This page is viewable by any user with sufficient rights to manage users.
A user is any member of your team (a teammate) whose profile has been created on your Merchant Portal
Roles
To view the list of roles available on your portal, simply go to Setting → Roles.
The following roles are available by default on your portal:
Admin: This role has all view and edit permissions on the Originate portal.
Client Developer: A user with this role can view all the pages on the portal without the ability to perform any actions.
Application Reviewer: A user with this role has the ability to review an application. They have the ability to view applications and see tasks assigned to them.
Loan Officer: This role grants the ability to approve an application for disbursements. Depending on the workflow created, they could also have the ability to also disburse the loan alongside their approval rights. They have the ability to view applications and see tasks assigned to them.
Disbursement Officer: This role grants the permissions to disburse an approved loan. They only have the ability to view applications and see tasks assigned to them.
Operations Manager: This role has the ability to perform management tasks on the portal including creating users, roles, and workflows. They only have access to the Settings page on the portal.
How to Create a New Role
As an Admin or Operations Manager can create a new role.
Go to Setting → Roles
Click Create New Role
Enter the name of the role and select the permissions to be granted to the role. Click on the Create New Role button.
Permissions
Permissions define the actions that a user can take on the platform. There are two types of Permissions on your Originate Portal
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 (teammate) 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 edit the loan amount requested on an application
User can update merchant settings - the user can update settings on the portal