Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

Understanding the Basic Concepts

Users

For the purposes of 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”). Borrowers having access to the Borrower’s 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. Please see the User Permissions article to learn more on the matter.

In the real life, a specific set of permissions is often held by people that perform the same or similar roles in the company. Technically, roles are not entities in the system, but for that sake of convenience, system documentation and some of the hints and explanations can use names of the roles. Please see the Roles and Permissions article to see how they are mapped.

Investors

Branches

The “branch offices” and “subbranches”, usually referred in the system and documentation as “branches” are virtual representation of the company structure. In fact, 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.

Populating the system with branches and subbranches, system administrator can replicate real structure of the company in the application, as well as add additional allocations should this be required by the company’s loan processing logic.

Branches and Permissions

Each user can be assigned to a specific branch, set of branches or all branches available in the system.

Each loan application can be assigned to a specific branch, set of branches or not limited to any branch.

All the permissions assigned to the user are only applicable when working with the loans assigned to branches available for the user or (optionally) loans not assigned to any branch.

Available Actions

Account Management screen of the Settings workplace allows a number of actions. Follow the links to reach corresponding detailed guides.

  • Populating the system with users and defining their details

  • Accessing user details, editing and deleting users

  • Creating company branches and defining their details

  • Accessing, editing and deleting company branches

  • No labels