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Create and Assign Role to Loan Officer

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Create and Assign Role to Loan Officer

Before a loan officer can create a customer user, they must have a role assigned.

Available in: Lightning Experience

Available in: Professional, Enterprise, and Unlimited Editions

Create a loan officer role.

Note If you already have an appropriate role defined, you can use that role instead of creating a loan officer role.
1. From Setup, in the Quick Find box, enter Roles, and then select Roles.
2. Click Set Up Roles.
3. On the Creating the Role Hierarchy page, find the role that the loan officer role reports to and click Add Role beneath it.
4. Enter a label for the new role, select the appropriate Opportunity Access, and save.
Assign a role to loan officers.
1. On the Creating the Role Hierarchy page, click Assign next to the role you want to assign.
2. Under Available Users Search, select All Unassigned.
3. Select the desired users, click Add, and save.