Access set by role: who sees what on a loan
Super admins, underwriters and external viewers need different views of the same loan. Roles and permissions keep everyone on one record without everyone seeing everything.
A bridging loan involves people inside your team and people outside it. Underwriters need to edit the deal. Solicitors and investors need to see parts of it. Very few people should be able to change who has access at all. Roles and permissions in Neaxaco are built around that reality.
Three typical roles
- Super admin: manages users and roles, and can edit everything on a loan.
- Underwriter: edits the loan record and documents, and can view cash flow, but does not manage users.
- External viewer: sees the loan record and documents shared with them, and nothing else.
Each role is a set of permissions on areas of the loan: the loan record, documents, cash flow, and users and roles. An area can be editable, view-only or hidden for a role.
Why it matters
The alternative to roles is usually email. Documents are forwarded, summaries are pasted into messages, and the loan record stops being the single source of truth. Giving outside parties a scoped view of the real record keeps everyone working from the same information.