Certain role permissions are required to access the Administration, Settings, and Security options in the Setup section. If a user does not have access to a section in Setup, refer to this guide to learn which permissions are associated with each setting.
Note: This is in reference Phase Two Rollout of Customer Self-Service Administration release.
Administration
Users
Requires the View users role permission to be set to Always
Role Permission
Requires the View roles role permission to be set to Always
Credentials
Requires the Edit-client system config permission to be set to Always
Settings
Organization
Requires the Edit-client system config permission to be set to Always
Branding
Requires the Edit-client system config permission to be set to Always
Security
Setup Audit
Requires the Edit-client system config permission to be set to Always
FAQs
The Admin menu option is gone
Setup has replaced the Admin menu option. If you already had access to Admin, Setup will direct you to the Admin settings.
The Setup menu option is not available under Your Settings?
The Setup menu will not be displayed when View users, View roles, and Edit-client system config are all set to Never. Setup requires at least one of the aforementioned permissions to be set to Always.
I’m a Loan Officer and I don’t have the ability to update permissions
Role permissions are managed by lender administrators. Please reach out to your internal admin for assistance.
As an admin, can I allow users to only have access to a particular section?
Yes, you can mix the permissions View users, View roles, and/or Edit-client system config as needed.
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