User Permissions

View the table below for the roles available for users in the Partner Dashboard.

Role	Permissions	Description
ReadOnlyUser	ReadLeads ReadLoans	Can view all leads and loans but cannot perform any modifications, downloads, or view reports
PartnerBasic	SubmitLeads ReadLeads ReadLoans	Can submit leads and view all leads without the ability to download or access reports
PartnerPersonal	SubmitLeads ReadLeads (restricted to own leads) ReadLoans (restricted to own leads)	Can submit leads but only view their own leads. No access to downloading or reports
PartnerPersonalFullAccess	SubmitLeads ReadLeads (restricted to own leads) ReadLoans (restricted to own leads) DownloadLeads (restricted to own leads) DownloadLoans (restricted to own loans)	Can submit leads, download their own leads and loans, and view only their own leads. Cannot access reports
PartnerFullAccess	SubmitLeads ReadLeads ReadLoans DownloadLeads DownloadLoans ReadReports	Can submit leads, download leads and loans, and view all leads. Cannot access reports
Manager	SubmitLeads ReadLeads ReadLoans DownloadLeads DownloadLoans ReadReports ReassignOwners	Can submit leads, download leads and loans, and view all leads. Cannot access reports
Admin	SubmitLeads ReadLeads ReadLoans DownloadLeads DownloadLoans ReadReports ReassignOwners ReadCommission	Full access across the system, including re-assigning owners, submitting and downloading leads and loans, viewing reports, and viewing commission amounts