Introduction
This article provides an overview of the user roles and access permissions within the Bud platform. It briefly explains the different roles available and their respective capabilities. By understanding these roles and permissions, users can effectively manage their responsibilities and access the necessary features. More in depth 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
How to: Unmap Trainers to Operations Managers
If a user with the Operations Manage role no longer requires the Operations Manager role, please follow this process:
- Click 'Manage trainers'
- Unselect all the mapped trainers and click 'Save'
- Once back on the user management page, disable the Operations Manager role by clicking the toggle
Please note that if you do not unselect the mapped trainers before disabling the Operations Manager role, then trainer data will be visible to this user in some reports.