As a lender, you can create additional roles and permissions for your team.

Creating a new role

  1. Click the “Settings” icon at the top navigation area.

  2. On the preferences page, click on ”Roles and Permissions”.

  3. On the roles and permissions page, click on the “New Role“ button on the top-right corner of the page.

  4. This will open up a page with a form.

  5. On the form, you can name your role and give it a description.

  6. After this, you can mark all the permissions that you want the role to have.

Watch this video to learn how to assign roles and permissions to your team members