When you set up New Users in Decipher, you will need to select the general role so that users have the appropriate permissions to view areas in Decipher as well as view certain areas of applications. The guide below should be used to help determine which role to use. Keep in mind that most permissions can also be restricted at the user level so this is a general role that will dictate the general areas in Decipher that a user is able to see and the general functions they will be able to perform. Specific fields can also be hidden, restricted, etc. and sales individuals can also be restricted to only view assigned deals. Please contact Decipher Support to determine the best role depending on how the individual will be using Decipher.

Account Admin – Has access to Dashboards, Applications, Clients, Contacts, Application Template Settings, Document Templates, Email Templates, Business Analytics, and can access Account Settings, User Settings/Role Permissions. Can see all deals and all sections of applications (unless the particular individual is restricted from viewing under his/her user profile).

Credit Executive – Has access to Dashboards, Applications, Clients, Contacts, Application Template Settings, Document Templates, Email Templates, and Business Analytics. Can see all deals and sections of applications (unless that particular individual is restricted under his/her user profile).

Credit Manager – Has access to Dashboards, Applications, Clients, Contacts, Application Template Settings, Document Templates, Email Templates, and Business Analytics. Can see all deals and sections of applications (unless that particular individual is restricted under his/her user profile).

Underwriter - Has access to Dashboards, Applications, Clients, Contacts, Application Template Settings, Document Templates, Email Templates, and Business Analytics. Can see all deals and sections of applications (unless that particular individual is restricted under his/her user profile).

Sales Manager – Has access to Dashboards, Applications, Clients, Contacts, Application Templates (WebLinks, Personal Link and Application Preview). Can see all deals and most sections of applications, except Underwriting approval notes/comments (unless that particular individual is restricted under his/her user profile or is given permission to view Underwriting areas).

Sales Executive – Has access to Dashboards, Applications, Clients, Contacts, Application Templates (WebLinks, Personal Link and Application Preview). Can see most sections of applications, except Underwriting approval notes/comments. Can see all deals (unless that particular individual is restricted under his/her user profile or is given permission to view Underwriting areas).

Sales – Has access to Dashboards, Applications, Clients, Contacts, Application Templates (WebLinks, Personal Link and Application Preview). Can see most sections of applications, except Underwriting approval notes/comments unless permitted.

Processor – Has access to Dashboards, Applications, Clients, Contacts, Application Templates (WebLinks, Personal Link and Application Preview). Can see all deals and most sections of applications, except Underwriting approval notes/comments (unless that particular individual is restricted under his/her user profile or is given permission to view Underwriting areas).

Closer – Has access to Dashboards, Applications, Clients, Contacts, Application Templates (WebLinks, Personal Link and Application Preview). Can see most sections of applications, except Underwriting approval notes/comments. Can see all deals (unless that particular individual is restricted under his/her user profile or is given permission to view Underwriting areas).

Counsel – Has access to Dashboards & Applications. Can see most sections of applications, unless restricted. Read-only access can also be provided.

Oversight – Has access to Dashboards & Applications. Can see most sections of applications, unless restricted. Read-only access can also be provided.

These users are typically not internal members of your organization and may be reviewing deals, business metrics, may be overseeing some aspects or invited to view a deal only once or repeatedly. These may be restricted from viewing certain tabs in Decipher, parts of applications and may be restricted to only view specific assigned applications. Please contact Decipher Support to determine the best role depending on how the individual will be using Decipher.

Partner – Typically used for an outside Referral source. Permission can be given to access Decipher and view certain deals (optional).

Participant – Typically used for an external party is participating in a deal. Permission can be given to access Decipher and view certain deals (optional).

Collaborator – Typically used for an external individual who may be viewing and collaborating on deals. Permission can be given to access Decipher and view certain deals (optional).

Advisor – Typically used for an external individual who may be viewing and advising on deals or on the portfolio. Permission can be given to access Decipher and view certain deals (optional).

Auditor – Typically used for an individual that will oversee certain aspects of deals. Permission can be given to access Decipher and view certain deals (optional).