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
The Roles on Pecunia are what you have when you a group organize distinct permissions and make them an entity. As a newly onboarded lender on Pecunia there ...
Wed, 12 Jul, 2023 at 6:56 PM
How to add new roles for your team members
As a lender, you can create additional roles and permissions for your team. Creating a new role Navigate to the “Settings” tab on the side navigation ...
Mon, 7 Aug, 2023 at 3:28 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 specific activities based on the permission g...
Mon, 7 Aug, 2023 at 3:30 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...
Wed, 12 Jul, 2023 at 7:03 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...
Mon, 7 Aug, 2023 at 3:31 PM