Platform

Staff roles and permissions

Access is defined by a set of individual permissions, not one role. An underwriter sees applications but approves only within their limit; a cashier posts payments but cannot change contract terms.

What is inside

  1. 01

    Roles: employee, manager, underwriter, collector, cashier, accountant, director, administrator.

  2. 02

    Eighty-nine individual permissions and a personal approval amount limit.

  3. 03

    Sign-in with a password or with A3.ID and organization selection.

  4. 04

    A list of active sessions that can be ended, and automatic sign-out after inactivity.

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