Understanding Basic Concepts

Users

For the TurnKey Lender system and Knowledge Base documentation, “Users” are back-office users who have access to the back-office application (AKA “Lender’s portal”). Customers, who work via the Customer Portal and Investors using the Investor's Portal are NOT covered by the term Users.

User Roles and Permissions

Each user created in the system is granted a specific set of permissions. The permissions define what actions the user can perform in the system.

In real life, a specific set of permissions is often held by people who perform the same or similar user roles in the company. Technically, roles are not entities in the system, but for convenience, system documentation and some of the UI hints and explanations can use the names of the roles. These names are very natural and easy to comprehend, e.g. “Admin” is a person with “System administration” permission, “Underwriter” with “Underwriting” permission, etc.

Please see the User Permissions article to learn more on the matter.

Branch

The “branch offices” and “subbranches”, usually referred to in the system and documentation as “branches” are virtual representations of the company structure. Subject to the company’s decision, they may represent any allocated part of the company, e.g. a branch office, subsidiary, subdivision, department, unit, etc.

Using the branches and sub-branches, the System Administrator can replicate the company structure in the application and ensure that only the users working with this branch can access the loan applications created and loans serviced within this branch.

Accessing the Settings

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Most actions for populating the system with Users and Branch Offices are performed under the Settings → Accounts section.

From here you can: