Note: The following roles are set by default. If you have custom roles on your team, please contact us at support@lendesk.com for more information.
Super User
Global View and Access to all applications
Admin Settings (e.g. User Management)
Edit All Applications
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Admin
Global View and Access to all applications
Admin Settings (e.g. User Management)
Edit All Applications
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Agent
View and edit applications assigned to themselves*
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Senior Agent
View and edit applications assigned to themselves*
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Intermediate Agent
View and edit applications assigned to themselves*
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Junior Agent
View and edit applications assigned to themselves*
Reassign & Share Applications (Collaborators)
Create/manage Referral Agents
Assign Referral Agents
Submission Agent
The Submission Agent does not have any permissions. However, assigning a user as a Submission Agent will add their name into the dropdown menu on the submission page.
* Your team can be configured as a Public or Private team:
In a Public team, all users are able to see all deals
In a Private team, each user can only see deals assigned to them.