Roles, Teams and Permissions

This folder contains all the information regarding team management and assigning roles and permissions to your team members.

Understanding the Default Roles on Lendsqr
A role is what you have when you group permissions together and give it a name making it a distinct entity. On Pecunia, we have three roles by default, they...
Sat, 20 Aug, 2022 at 5:37 PM
How to Add New Roles for Your Team Members
Creating a new role Navigate to the “Settings” tab on the side navigation pane and select “Preferences”. On the preferences page, click on ”Roles and Per...
Sat, 20 Aug, 2022 at 5:51 PM
How to Add a Team Member
As a team member with a “super admin“ role or “create team member“ permission, you can invite a team member to manage loans, users and transactions with you...
Sat, 20 Aug, 2022 at 5:44 PM
How to Delete a Team Member
As a team member with a “super admin“ role or “delete team member“ permission, you can delete a team member from Pecunia. To do this, follow the steps b...
Sat, 20 Aug, 2022 at 5:45 PM
What are Permissions?
Permissions are the rights and authorizations to perform certain actions or do certain activities that can be granted to an individual on a platform. On Pec...
Sat, 20 Aug, 2022 at 5:48 PM
What is Team Management?
As a lender on Pecunia, you will be able to manage your team members on Pecunia. Your team members are fellow admins that you want or require to manage your...
Sat, 20 Aug, 2022 at 5:49 PM