Membership security roles

Membership security roles

Membership security roles control the access to functions and features in portal. Creating membership security roles and and assigning permission(s) can be done at two levels  

Create Membership Security Roles
  1. Finance company level - finance companies are able to define their own membership security roles with permissions at finance company level. Refer to this  link  which include steps on how to create membership security roles and assign permission(s) at finance company level.  
  2. Originator group level - Originator groups will have staff members working for them and different members will have access to perform and view different details in the member(portal) area. Member roles can be created at originator group level with different permissions to access members area(portal) this allows the finance cm[any to separate the membership security roles that are specific to an originator group from those that are relevant to their borrowers and investors and even from one originator to another. Refer to this  link  which include the steps on how to create membership security roles and assign permissions at originator group level. 
Assign Membership Security Roles
      The membership security roles can then be assigned to:
  1. Customer : A customer (borrower or investor) is able to sign into the portal into their own personal account. The membership security permission that control this are set against the customer as mentioned in this link . 
  2. Relationship : A customer is able to sign into a business account for which they are a governance party i.e. director, trustee, owner etc. or  in to another account they have been assigned to example as a principle investor. The membership security permissions are assigned against the customer relationship as mentioned in this link
  3. Staff Member : Staff members at originator or originator groups or even the finance company can sign into accounts. The membership security permissions are assigned against the staff member relationship as mentioned in this link

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