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Step 9 of 15 · Users and Roles · topic 1 of 3

Control · Users and Roles

The right person sees the right case, fields and buttons

Control works on four layers — who you are, what you may open, what you must do and what you may touch — at every step, on every device.

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Who can edit, view or not see each stageA grid of nine roles against six loan stages; blue cells are editable, light cells view-only and dashed cells hidden, as set up in the loan example.OnboardQuickDetailedCreditSanctionDisburseField sales officerOperations officerField investigatorValuerLegal officerCredit officerCredit managerRegional credit headAdministratorEditView onlyHidden
Roles down, stages across, coloured cells for edit, view and hidden.
In short

Users and Roles decide who sees which case, field and button at every workflow step. The server enforces the same rules the screen shows.

In this stop

2 more topics on Users and Roles

  1. How it worksName, contact, designation and manager; separate permission for web and mobile sign-in; two-factor sign-in; sign-in allowed in the field, at the…
  2. QuestionsShort, direct answers to the questions buyers ask most about Users and Roles.

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Updated 30 September 2026