Overview
While using Floify, you may see different types of users listed in your account.
The chart below indicated the types of users listed and what permissions they have available.
User Type | Support | Support | Manager | Limited | Company Admin |
Permission Set | Regular | Superuser | Manager | Company Admin | Company Admin |
Permission Level | Team | Team | Team | Company | Company |
Loan Owner Ability | Yes | Yes | Yes | N/A | N/A |
Access to team pipeline | Yes | Yes | Yes | Yes | Yes |
Access to Team Settings | No | Yes | Yes | Yes | Yes |
Access to Company Dashboard | No | No | No | Yes, see note | Yes |
Access to Company Settings | No | No | No | No | Yes |
Some tools on the Company Dashboard are unavailable for limited admins. This permission set is designed to allow users to view and support borrower loans, prospects, and data, but not change company configurations.
FAQ
Q) How do permissions work for users assigned to multiple teams work?
A) Each user can have different permissions per team. Example: A support user can be granted regular permissions for team A, but Superuser permissions for team B.
Q) Do Company Admins need to be assigned to teams as support users as well?
A) This depends on the use case. If the admin needs to be assigned directly to a loan, they will need to be added to that team as well. Further, limited admins will have access to team settings for teams they are also assigned as direct support users