How to Create a New Role

Log into Collateral360 admin tools

Under Organization Settings, click “Manage User Roles & Permissions”

Enter Bank’s Name or EID to “Search for an organization” text box, then click “Go”

The Roles & Permissions admin tool has the Organization ID (EID) listed, not the Company ID (CID) as other tools within the Collateral360 admin tool

The role that you are creating must be SIMILAR to what is being created.  We typically create copies of the following roles:

Lender Executive

Lender Manager

Lender User

It depends on the type of access that the bank wants their users to have.  

Within the actions column of whichever one you choose, click on the “Actions” button and then click “Duplicate Role”

A new window will appear where you can now enter the role name, description, and turn certain permissions “On” and “Off”

Once done, click “Save & Publish,” then “Close Editor”

Your Role will now be saved in its own “Custom Roles” section at the bottom of the page

If client is ready to make it live, slide the “off” to “on”

Note:  If this NEW role is REPLACING an old role, follow the confluence article about “How to Update Roles”