General Info

Organization permission settings have impact on what users without system admin access can see. 

Permission settings are often used to protect user information. System admins can see permission settings in Settings > Permissions tab.

For enterprise (aggregator) users, permissions are often enforced by the aggregator.

Items we can give or restrict visibility for are:

Here are three permission scenarios and their effect on deals, contacts and tasks visibility.

This is the strictest permission control, when visibility of items is only allowed to their owners.

Permission settings in this scenario look like on below screenshot example:

Under this scenario, only System admins and deal owners will see deal and contact information.

To enable other parties to see the deal information (e.g. other brokers, support staff, loan processors), use Deal team members feature. Team members can be added when deal is created or edited. 

This scenario is used when members of workflows can see all information contained in deals in such workflow.

Example use: Asset finance brokers and support staff see all deals in Asset finance workflow (and not other).

Permission settings in this scenario look like on below screenshot example:

Under this scenario, users that are in a workflow and system admins can see all deals, contacts and tasks in that workflow.

Users are added to a workflow in Settings > Workflows tab.

This scenario is used when all org members can see everything, i.e. no client information is hidden from any team member.

Permission settings in this scenario look like on below screenshot example:

We can also have situations where certain permissions can be given for workflow members, while others restricted.

For example: Owner visibility will be turned on for all items (mandatory for optimal performance) along with only contacts, tasks and other users permissions turned on for workflow members; deals, filters and dashboard permissions are restricted for workflow members.

With this setup, non-admin users will still see the deals where they are added as deal team members, but will not be able to search the deal contact via main search.

In order to be able to search contacts from deals where a non-admin is part of the team, you must enable deal visibility permissions for workflow members.

Example screenshot of permission setup where deal members can see deal and client, but can't search deal client/contact:

Example screenshot of permission setup where deal member can both see deal and client and search the contact: