Visibility, access and usage of each menu and functionality in CHNL is able to controlled via the Role Based Permissions in the Account section.

(access to this section is controlled via permissions at the top-most layer. You must have administrator access to be able to edit permissions in your CHNL).

This article describes the 'default' setup for permissions to manage visibility and access to different functions across different roles in your organisation.

Default roles are Administrator, Broker, Team Lead, Credit Assessor.

Note: You can create a new Role type with admin access, by clicking the + sign on Permission Group:

The administrator Permission Group is the highest permission group with the most access - ie this party will be allowed to edit permissions across other groups.

Sets rules on ability to access/view/edit/manage Applications, which is found in the Solutions Menu, Application Processing:

Sets rules on ability to access/view/edit/manage broker profiles and sections. Broker/people is found in the Organisation Menu:

Consumer must be enabled for any party using Info Requests:

Sets rules on ability to be able to view and/or participate in the Dashboard, which is found in the Home Menu section:

Sets rules on ability to be able to access and/or use Decision Support functionality, which is found in Solutions, Application Processing:

Sets rules on access to the different menus/functions

Sets rules on ability to access/view/edit the different layers of the Organisation menu item (which manages staff, brokers, partners, etc):

Sets rules on ability to access the Permissions section in your company profile - and therefore manage permissions across your users:

Sets rules on ability to access the Product & Serviceability sections - and rules on ability to view/edit the Products/Serviceability logic of your organisation; along with rules on being able to access/manage subscriptions to your logic:

Sets rules on ability to access and use the Supporting Documents functionality on in the Applications Section. Supporting Docs is found in Solutions, Application Processing:

The Broker Permission Group is set for your broker partners - and therefore is given less access than the above Admin group. Ensure you have selected Broker in the Permission Group dropdown before configuring:

Sets rules on ability to access/view/edit/manage Applications, which is found in the Solutions Menu, Application Processing. Brokers need to be able to access their own applications only.

Sets rules on ability to access/view/edit/manage broker profiles and sections. Broker/people is found in the Organisation Menu. Brokers need to be able to manage their own profile only.

Consumer must be enabled for any party using Info Requests:

Sets rules on ability to be able to view and/or participate in the Dashboard, which is found in the Home Menu section. Broker does not need access to the dashboard:

Sets rules on ability to be able to access and/or use Decision Support functionality, which is found in Solutions, Application Processing. Brokers do not need access to Decision Support:

Sets rules on access to the different menus/functions. Brokers will have access to fewer menu items:

Sets rules on ability to access/view/edit the different layers of the Organisation menu item (which manages staff, brokers, partners, etc). Brokers should only be able to manage their own profiles and information:

Sets rules on ability to access the Permissions section in your company profile - and therefore manage permissions across your users. Brokers should have no ability to manage permissions:

Sets rules on ability to access the Product & Serviceability sections - and rules on ability to view/edit the Products/Serviceability logic of your organisation; along with rules on being able to access/manage subscriptions to your logic. Brokers should have no access to this section:

Sets rules on ability to access and use the Supporting Documents functionality on in the Applications Section. Supporting Docs is found in Solutions, Application Processing. Brokers should have no access to this section:

The Credit Assessor Permission Group is set for your internal assessors who will be using functionality such as application allocation, supporting docs, decision support, and info request as they assess an application. Ensure you have selected Credit Assessor in the Permission Group dropdown before configuring:

Sets rules on ability to access/view/edit/manage Applications, which is found in the Solutions Menu, Application Processing. Credit Assessors need to be able to access all applications:

Sets rules on ability to access/view/edit/manage broker profiles and sections. Broker/people is found in the Organisation Menu. Credit Assessors should have access to edit broker information??

Consumer must be enabled for any party using Info Requests:

Sets rules on ability to be able to view and/or participate in the Dashboard, which is found in the Home Menu section. Credit Assessor will be able to view Dashboard - but may not need to be able to edit:

Sets rules on ability to be able to access and/or use Decision Support functionality, which is found in Solutions, Application Processing. Credit Assessors will need access to Decision Support:

Sets rules on access to the different menus/functions that will be visible and available to Credit Assessors:

Sets rules on ability to access/view/edit the different layers of the Organisation menu item (which manages staff, brokers, partners, etc). ?????

Sets rules on ability to access the Permissions section in your company profile - and therefore manage permissions across your users. Credit Assessors should have no ability to manage permissions:

Sets rules on ability to access the Product & Serviceability sections - and rules on ability to view/edit the Products/Serviceability logic of your organisation; along with rules on being able to access/manage subscriptions to your logic. Credit Assessors should have no access to this section:

Sets rules on ability to access and use the Supporting Documents functionality on in the Applications Section. Supporting Docs is found in Solutions, Application Processing. Credit Assessors should have access to this section: