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User Authority Levels 

Permissions and Authorities play a crucial and central role in clearly defining or specifying the extent or boundaries of user access within the organization. In other words, they are essential in determining what users can or cannot access.

When configuring user settings in RIVO, you define the extent of user access, which can be either limited to a specific unit or all organization. This encompasses factors such as Sign Level, Role, and essential user information.

The Importance of User Authority Levels

Data Security: One of the primary reasons for implementing user authority levels is to bolster data security. By restricting access based on roles and responsibilities, organizations can limit the risk of unauthorized individuals accessing sensitive information.

Efficient Workflow: User authority levels help streamline operations by allowing employees to access only the information and tools necessary for their roles. This targeted access ensures more efficient workflow processes.

List of available designated User roles for Corporate in RIVO:

1. Processor
2. Approver
3. Financier
4. Organization Admin
5. Read-only Access

To give more detail of each user authority for Corporates:

Processors 

• Access to process applicant Request
• Access to view the transactions.
• Access to download
• Access to collaborate.
• Access to personalization, such as filters and the language preference.
• Task Management.

Approver

• Access to Release the Contract Deal
• Access to send contract Request directly to Bank.
• Access to collaborate.
• Access to personalization, such as filters and the language preference.
• Task Management.

Financier

Note: Role Financier must combine with one more role.

• Access to handle contract requests in the capacity of a corporate user.
• Access to change the contract status to "issued" are given to Bank Users. (Rights of Bank user Provided)
• Access to collaborate.
• Access to personalization, such as filters and the language preference.
• Task Management.

Organization Admin

• Access to administrator (Application settings and Business settings), personalization, such as filters and the language preference.
• Access to Tasks
• Access to Reports.

Read-only Access

• Admin Panel Pages: View-only, no editing.
• Reports: Can access, generate, and filter any report.
• Deals: View-only; cannot issue, sign, or release transactions.
• Collaboration: View-only; cannot reply to messages.
• Dashboard: View-only; can filter and save filters, search, download Excel files, and view deal summary.
• Task Management: View-only; cannot move, edit, create, or assign tasks.
• Attachments: Cannot upload.
• Multilanguage: Can switch languages.
• Email Notifications: Cannot set notifications; can receive system emails (e.g., forgot password, onboarding, OTP).

List of available designated User roles for Banks in RIVO:

• Bank Clerk.
• Organization Admin.

Bank Clerk.

• Access to issue/reject/amend/claim/Pay and close.
• Access to Administrator (Text template to add, Edit and delete).
• Access to my customized fields.
• Access to Tasks
• Access to Reports.
• Access to personalization, such as filters and the language preference.
• Task Management.

Organization Admin.

• Access to administrator (Application settings and Business settings), personalization, such as filters and the language preference.
• Access to Tasks.
• Access to Reports.
• Access to personalization, such as filters and the language preference.
• Task Management.
• Access to personalization, such as filters and the language preference.
• Access to collaborate.

List of available data access options.

• Unit Only.
• All Organizations.

Unit Only:

Unit-only data access, as the name suggests, restricts data viewing and handling to a specific unit or entity within an organization.

All Organizations:

Granting data access to the entire organization implies that any authorized user within the company has the privilege to view and engage with the data.