The Lendsqr Admin Console offers a useful feature that allows you to create custom roles for your staff members. This flexibility enables your organization to define and assign specific permissions and access levels based on individual job responsibilities. By doing so, you can ensure that each team member has access only to the features and data they need, thereby helping to safeguard sensitive information, streamline workflows, and reduce the risk of human error.
For instance, you can create a role called “Loan Officer” and configure it to grant access only to loan application processing, borrower profiles, and repayment schedules. At the same time, you can restrict this role from accessing financial reports or system configuration settings that would be more appropriate for a role like “Finance Manager” or “System Administrator.”
This tailored approach not only enhances your organization’s internal security but also improves operational efficiency by ensuring staff are focused on their core tasks without unnecessary distractions.
Note: You might need to upgrade your subscription if your current plan does not include access to these capabilities.
Watch this video to learn how to assign custom roles and permissions to your team members
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