Create membership security role - finance company level

This article outlines the steps on how to create membership security roles and assign permission(s) at finance company level. Membership security roles at finance company level are the roles that are available to be used for all borrowers, investors, governance parties (directors, shareholders) etc.

Membership security roles are also available at originator group level which allows permissions to be assigned  that are specific for staff members at originator group and originators. see here for details on setting membership security roles for originator groups.

1. Login to Clearmatch Fusion 

2. Navigate to Configuration > Portal:

3. Select the Membership Security Roles option under Security:

4. Click on the   button to add a new membership security role and fill in the following details:

Finance Company: select the finance company from the drop down list. 

Role: Enter the allocated name for the role.

Module: Select the module from the drop down list (based on what is required).

Asset Class: Select the asset class from the drop down list NOTE: once an asset class has been selected, all of the permissions relating to that class will be displayed. 

Available Permission(s): This will show all of the permissions that are available and can be assigned to a role.

Permission(s) Assigned: This will show all of the permissions that have been assigned from the available permission list.

The arrows 

 will move all of the permissions from the Available Permission(s) to Permission(s) Assigned

 will move a single and the selected permission from the Available Permission(s) to Permission(s) Assigned

 will move a single and the selected permission from the Permission(s) Assigned to Available Permission(s)

 will move all of the permissions from the Permission(s) Assigned to Available Permission(s)

 

Click on the  button to create the new membership security role or the  button to return back to the List Membership Security Roles page.

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