Overview - Access Permissions

Introduction

Bud is permissions based, meaning we have a number of different roles which users can be given to allow them to see and perform different processes within the system. More information on user roles and what their capabilities can be found here.

How to: Understanding Access Permissions  

Within the application process, different permissions enable users to do different things:

Those with the following user permissions can create applications on Bud:

  • Trainer
  • Operations Manager
  • Sales Admin

Those with the following user permissions can create and sign up applications on Bud:

  • Trainer
  • Operations Manager
  • Sales Admin (Up to Applicant Summary if ID check is required) 

Those with the following user permissions can directly assign a primary trainer within the application process:

  • Sales Admin (visibility of all trainers)
  • Operations Manager (visibility of their own trainers)

Please note - if the 'trainer' user role is enabled in addition to other roles, the primary trainer will default to you and you won't be able to reassign.

Those with the following user permissions can archive applications on Bud:

  • Operations Manager

Those with the following user permissions can check funding and application requirements are met

  • Compliance Administrator

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