Role Creation

Roles – this reference book is used for storing and creating (editing) new user roles. A Role is essentially a list of your employee positions, for example: branch director, head office lawyer, branch lawyer, credit manager, etc. Since each employee has their own responsibilities when working in the program, they are assigned specific rights and access to system objects in "Roles" (report generation, editing reference books, cash flow operations, etc.).

To create a new role, go to the "Admin" menu item and select "Roles" in the settings section.

The "Role Editor" will open before you. The page displays a list of existing roles. When hovering the mouse cursor over the three dots on the right side of the screen, buttons for editing or deleting the role will appear. To create a new role, click the "Create Role" button.

Fill in the Role Name field, add a description if necessary, and click the "Save" button.

After that, the role editor menu opens.

Next, sequentially specify access for viewing, editing (creating), and deleting objects. Access for performing operations, documents, and processes is also set here.

• Lead Object – Right to create a lead in the system. (Relevant for users who authenticate in the system via API)
• Client Object – It is possible to restrict user access to creating and deleting a client in the system.
• Individual Fields List – Here you can configure access for viewing and editing "Individual" fields depending on the business process stage.

• New lead – Lead creation.
• Automatic verification – The application undergoes automatic checks through the decision-making system.
• Manual verification – The application awaits review by a verifier in manual mode.
• Application rejected – The application was rejected during the decision-making process.
• New contract – The application is approved, the contract is created. The "For Disbursement" field has a value of "no".
• Contract for disbursement – The contract has "Yes" in the "For Disbursement" field.
• Contract disbursed – Funds have been disbursed under the contract.
• Contract closed – The loan has been fully repaid.

To provide a user with the ability to view or edit a client at a specific stage of the contract lifecycle (described above), you need to uncheck "Editing" for all stages and leave it only for the one we need. In addition, there is an option to restrict visibility and editing for only certain fields in the client. You need to click the button with the gear icon on the right side of the row (in this case, resources refer to fields in the client's questionnaire), and a window with a list of all client questionnaire fields will open before you. In automatic mode, rights set for a specific scope will be applied (inherited) to all resources. If you uncheck "Inherit rights for all resources", you can restrict the visibility or editing ability of individual resources.

• Legal Entity Fields List – Similar to the Individual Fields List.
• Loan Application Object - Ability to restrict user access to creating and deleting a loan application in the system.
• Loan Application Fields List - Similar to the Individual Fields List, in this case regarding the Loan Application.

• Contract Object - Ability to restrict user access to creating and deleting a contract in the system.
• Contract Object Fields List – Similar to other field lists (Individual, Loan Application), in this case regarding the Contract.
• Reference Books - Ability to restrict user access to creating, editing, and deleting reference books in the system. Resources refer to specific reference books. To grant the right to add information to a specific reference book, open the resource rights editing, uncheck all reference books, uncheck "Inherit rights for all resources", select the necessary resources, uncheck "inherit rights", and specify the rights (as shown in the example below).

• Cash Flow Object – Ability to restrict access rights to performing cash flow operations (Fund disbursement and deletion of this operation).
• Operations – Ability to restrict access to creating simple operations on a contract. Specific operations act as resources; by selecting them, you can grant access to create only certain operations.
• Processes - Ability to restrict access to performing complex operations in the system. Specific processes act as resources; by selecting them, you can grant access to execute only certain processes.
• Reports – Ability to restrict user access to report generation. Specific reports act as resources; by selecting them from the dropdown list, you can grant access to generate only certain reports.
• Security – Ability to restrict access to creating and editing "Users" reference books and editing roles.