NetLoan - Suitelet Access
Overview
Suitelet access determines who can preform different actions in NetLoan. To limit access to the actions in the system to specific users, follow the steps listed below.
Note, the role "Administrator" and "NetLoan Administrator" should be selected for each action. If these are not selected, individuals who should have access may be limited in their use.
Step by Step Process
- Once the NetLoan bundle is installed, navigate to NetLoan setup page. NetLoan > NetLoan Setup > System Setup
- Select the System Features tab to view the Restrict Feature Permissions sublist
- Click the link to the script development for the desired feature permission. Deselect Roles (select all) and select the roles to have permission to perform activity. Select specific Departments, Subsidiaries, or Employees for further access or restrictions.
Restrict Feature Permissions
| Category | Description | Example |
| Approve Loan Transactions | Select users who will have the ability to approve loan transactions. Note if auto approve has been selected, feature restriction will not apply. | Accounting Mgr/Sys Admin |
| Bulk Permissions Uploader Tool | Select users who will have the ability to update NetLoan permission sublists via the permissions tool in NetLoan Settings. | Accounting Mgr/Sys Admin |
| Commence Loans | Select users who will have the ability to commence pending loans that have been created within NetLoan. | Loan Specialist |
| Generate Schedules | Select users who will have the ability to generate the schedules for pending loans. | Loan Specialist |
| Mass Modification | Select users who will have the ability to modify loans in bulk. | Loan Specialist |
| MCA | This suitelet relates to merchant cash advances and is not applicable to most clients. | Accounting Mgr/Sys Admin |
| Modify Loan | Select users who will have the ability to modify loans on an individual basis. | Loan Specialist |
| NetLoan Global Setup | Select users who will have the ability to change settings within NetLoan Global Setup and enable features within NetLoan. | Accounting Mgr/Sys Admin |
| Process Bills | Select users who will have the ability to create bills or invoices for loans. | Loan Specialist |
| Process Go-Live Journals | Select users who will have the ability to create and process Go-Live Journals in bulk for loans within the system. | Loan Specialist |
| Process Monthly Amortization Journals | Select users who will have the ability to create and process monthly amortization journal entries for loans within the system. | Loan Specialist |
| Process Reclass Journals | Select users who will have the ability to create and process monthly reclass journals (generally the short-term/long-term reclass for loans). | Loan Specialist |
| Rate Index | Select uses who will have the ability to add, change, and delete index rates that can then be linked to a loan record and used for interest calculations. | Loan Accounting Manager |
| Statement | Select users who will have the ability to create statements from their loans to send to external parties. | Loan Specialist |
| Time Machine | Select users who will have the ability to process reset loans. This process will delete all entries and regenerate schedules based on schedule criteria. This process is permanent. | Accounting Mgr/Sys Admin |
| Update Schedules | Select users will have the ability to update loan schedules | Loan Accounting Manager |