User roles, permissions and notifications

Permission	Policies	Linked Notifications
Upload and Submit Instruments (Customer)	View deals View product groups List companies View company details View funders Create instruments manually Create instruments via file upload View required supporting document types Parse file with instruments Map instrument fields Map parsed companies Store and read mapping configuration Validate uploaded instruments Edit instruments Delete instruments View documents Create documents Delete documents View instrument details Submit instruments
View Uploaded Instruments (Customer)	View instrument details View documents View required supporting document types
Approve & Reject Instruments - Payer Approval (Maker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Payer Approval (Maker) Reject instruments - Payer Approval (Maker)	instrument_pending_payer_approval_maker
Approve & Reject Instruments - Payer Approval (Checker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Payer Approval (Checker) Reject instruments - Payer Approval (Checker)	instrument_pending_payer_approval_checker
Manage Rejected Instruments - Payer Approval	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Edit instruments Undo rejection - Payer Approval	instrument_rejected_payer_approval
Mark as Paid Without Financing	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Mark instruments as paid
Approve & Reject Instruments - Payer Finance Request (Maker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Payer Finance Request (Maker) Reject instruments - Payer Finance Request (Maker)	instrument_pending_payer_finance_request_maker
Approve & Reject Instruments - Payer Finance Request (Checker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Payer Finance Request (Checker) Reject instruments - Payer Finance Request (Checker)	instrument_pending_payer_finance_request_checker
Manage Rejected Instruments - Payer Finance Request	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Edit instruments Undo rejection - Payer Finance Request
Approve & Reject Instruments - Seller Finance Request (Maker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Seller Finance Request (Maker) Reject instruments - Seller Finance Request (Maker)	instrument_pending_seller_finance_request_maker
Approve & Reject Instruments - Seller Finance Request (Checker)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Confirm instruments - Seller Finance Request (Checker) Reject instruments - Seller Finance Request (Checker)	instrument_pending_seller_finance_request_checker
Manage Rejected Instruments - Seller Finance Request	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Edit instruments Undo rejection - Seller Finance Request
Manage Rejected Instruments - Funder Approval (Customer)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details Edit instruments Undo rejection - Funder Approval	instrument_rejected_funder_approval_for_customer
View Incoming Payments	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details View company bank accounts View incoming payments	incoming_payments_customer
View Repayments (Customer)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details View company bank accounts Initiate quote calculations View repayments	instrument_due_customer instrument_overdue_within_grace_period_customer instrument_overdue_outside_grace_period_customer instrument_repayment_initiated_customer instrument_repayment_cancelled_customer instrument_repayment_confirmed_customer
Initiate Repayments (Customer)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details View company bank accounts View repayments Initiate repayments	instrument_due_customer instrument_overdue_within_grace_period_customer instrument_overdue_outside_grace_period_customer instrument_repayment_initiated_customer instrument_repayment_cancelled_customer instrument_repayment_confirmed_customer
Cancel Repayments (Customer)	View deals View product groups List companies View company details View funders View required supporting document types View documents Create documents Delete documents View instrument details View company bank accounts Initiate repayments View repayments Cancel repayments	instrument_due_customer instrument_overdue_within_grace_period_customer instrument_overdue_outside_grace_period_customer instrument_repayment_initiated_customer instrument_repayment_cancelled_customer instrument_repayment_confirmed_customer
Manage My Company Users (Customer)	View internal user roles Create internal user roles Edit internal user roles Delete internal user roles Duplicate internal user roles Create internal users View internal users Edit internal users Reinvite internal users Deactivate and reactivate internal users Delete internal users Change internal user role	role_edited user_created user_deactivated
Manage My Company-level Security Settings (Customer)	Configure mandatory 2FA on login
Manage Company Notification Settings (Customer)	View internal user roles View role notification properties Set notifications properties for an internal role Configure allowing turning on personal notifications