User Roles and Permissions
Ascent uses role-based permissions to control user access. Each team member sees only the data and tools relevant to their responsibilities, reducing operational complexity and risk.
Standard User Roles
Ascent includes three standard user roles that cover most use cases across lending, servicing, and administration.
Owner
Access Level: Full administrative access across all modules and features.
Use Case: Institution leadership and senior administrators.
Key Capabilities:
Managing all users and roles
Access to all products, Leads, reviews, and settings
Modifying templates, workflows, documents, and form configurations
Viewing audit logs and platform configuration
Manager
Access Level: High-level operational access with limited administrative permissions.
Use Case: Lending managers, department leads, and senior team members responsible for processing and decisions.
Key Capabilities:
Managing Leads and applications
Performing reviews and renewals
Making decisions on submitted applications (Approve, Close, Archive)
Initiating document requests and communicating with members
Limited access to settings and templates
Viewer
Access Level: Read-only access to platform data.
Use Case: Users who need oversight or reporting access without taking actions.
Key Capabilities:
Viewing member profiles and Leads
Reading loan and servicing data
Exporting reports (if enabled)
No editing or action capabilities
Custom Roles
Ascent supports fully customized roles for institutions requiring more granular control.
How Custom Roles Work
Ascent assigns feature flags and permission scopes to each role, controlling access to modules, actions, and UI components. For example, a custom role might:
Grant access to application approvals but not renewals
Allow managing users without access to Leads
View financial data without editing or requesting documents
Managing User Access
Users are managed through the Admin Panel (accessible to Owners only). You can:
Invite new users
Assign roles to users
Deactivate users who no longer need access
Ascent's audit system tracks all user activity, providing visibility into who accessed what and when.
Best Practices
Assign the Owner role to only a small number of senior users.
Use the Manager role for staff actively processing applications or servicing loans.
Use Viewer for auditors, board members, or read-only participants.
When unsure about a user's access level, start with Viewer and escalate as needed.
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