> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lendflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Users and Roles

## Managing Users and Roles

Organization administrators can add users, assign one or more roles, and control which workflows each user can access.

## Create a user

1. In the Lendflow Dashboard, select your profile in the lower-left corner.
2. Select **My Organization**, then open the **User Management** tab.
3. Select **Add User**.
4. Enter the user’s first name, last name, and email address.
5. Select one or more roles and complete the available workflow or permissions assignments.
6. Select **Save**. The new user receives an email to verify their account.

<Note>
  **API alternative:** Organization administrators can use [Create User](/api-reference/organization/create-user) to create a user, assign valid organization roles, and send the same email invitation.
</Note>

## User roles

| **User type** | **Short description** |
| - | - |
| Viewer | Organizations’ employees. Has access to the Main dashboard and Deals View. User role mainly has view-only permission (see the table below for more details). |
| Analyst | Assign Processing and Onboarding users to deals. Creating and editing offers & funding details. Ability to move deals through stages. |
| Onboarding | Create, edit, run data orchestration, run data services, progress deals, upload documents, collect and upload stips. |
| Processor | Processor from the organization side, working on underwriting. Processor is having contact with all sides in the pipeline: merchant, client, and lender. Selecting an Onboarding person for a specific deal. |
| Admin | Admin from the organization side. Can create a new user. A person who is monitoring the whole process. Has all available permissions for an organization. |

## Permissions by role

| Feature | Action | Viewer | Onboarding | Processor | Analyst | Admin |
| - | - | - | - | - | - | - |
| Dashboard Tab | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Dashboard Tab | Filter results | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Deals Tab | View, and search deals in the organization | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Deals Tab | View, search popup for recent deals | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Businesses Tab | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | Create own templates | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | Create organization templates | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | View saved templates (within the organization) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | Edit own templates | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | Edit organization templates | ❌ | ❌ | ❌ | ❌ | ✔️ |
| Smartviews | Delete own templates | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Smartviews | Delete organization templates | ❌ | ❌ | ❌ | ❌ | ❌ |
| Deal progress | Create a New Deal from an Existing Deal (including dead deals) | ❌ | ✔️ | ✔️ | ❌ | ✔️ |
| Integration tab | View | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| User Profile - Workflow Tab, Data Orchestration Tab, Attribute Builder Tab, Scorecards Tab | View | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| User Profile - Email and Webhook Notifications | View | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| WFB Templates | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| WFB Templates | Create/Edit/Delete | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| WFB Templates | Duplicate | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| WFB Templates | Set as Active | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| WFB Templates | Set DO in WFB | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| WFB Templates | Set Scorecard in WFB | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| WFB Templates | Set Custom Attributes in WFB | ❌ | ❌ | ✔️ | ❌ | ✔️ |
| Deal progress | View | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Data Enrichment Stage | Manual data provider run (Credit Review) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Data Enrichment Stage\* | Manual data provider run (All other workflows) | ❌ | ✔️ | ✔️ | ❌ | ✔️ |
| Data Enrichment Stage\* | Data Orchestration - run, re-run, change master status) | ❌ | ✔️ | ✔️ | ❌ | ✔️ |
| Scorecards\* | Run | ❌ | ✔️ | ✔️ | ❌ | ✔️ |
| Offers\* | Create/Edit | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| Closing\* | Confirm/Edit Offer | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |
| Documents | View/Upload/Download | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
| Documents | Delete | ❌ | ✔️ | ✔️ | ✔️ | ✔️ |

<Note>
  *Some permissions may vary depending on who is accountable for the stage - Lendflow or the organization.*
</Note>

## Assign multiple roles

A user can have more than one role. For example, a Processor who also manages the organization can be assigned both the **Processor** and **Admin** roles.

1. In the Lendflow Dashboard, select your profile in the lower-left corner.
2. Select **My Organization**, then open the **User Management** tab.
3. Open the menu beside the user and select **Edit**.
4. Select the additional roles in the **User roles** field.
5. Select **Save**.

<Frame>
  <video controls className="w-full aspect-video" src="https://lendflow-documentation.s3.us-west-2.amazonaws.com/Assigndualroles.mov" />
</Frame>

## FAQ

<AccordionGroup>
  <Accordion title="Who can create a user?">
    An organization Admin can open **My Organization** and use the **User Management** tab to create users.
  </Accordion>

  <Accordion title="Can a user have more than one role?">
    Yes. The **User roles** field supports multiple selections. Assign only the roles the user needs to perform their responsibilities.
  </Accordion>

  <Accordion title="Why might two users with the same role have different permissions?">
    Some permissions depend on your organization’s configuration and whether Lendflow or your organization is accountable for a workflow stage.
  </Accordion>

  <Accordion title="Where do I assign an Onboarding, Processor, or Analyst user to a deal?">
    Open the deal and use the assignment selectors beside the deal name. See [Manage a Deal in Workflow Live](/lendflow-external/docs/viewing-different-stages#assign-users-to-a-deal) for instructions.
  </Accordion>
</AccordionGroup>

## Next steps

<Card title="Manage a Deal in Workflow Live" icon="diagram-project" href="/lendflow-external/docs/viewing-different-stages#assign-users-to-a-deal" horizontal>
  Assign Onboarding, Processor, and Analyst users to a deal.
</Card>