Account Settings

User Roles

Clerk

(preferably field agents who do not interact with analysis)

Roles

• Statement upload
• Download original statements
• Rescore statements
• Set statement Password
• Change Destination
• Change Bank

Manager

(Credit Analyst)

Roles

• Statement upload
• Download statements
• Rescore statements
• Set Password
• Change Destination
• Change Bank
• View and Download reports
• Download Filing summary

Org Admin

Roles

• Statement upload
• Download statements
• Rescore statements
• Set Password
• Change Destination
• Change Bank
• View and Download reports
• Download Filing summary
• Creating users
• Extending user permissions
• User password reset
• Disabling and deleting users