This article will show you where to go to grant a user access to a loan / checklist
User access to checklist can be controlled from the admin perspective to ensure no one sees unnecessary information. Using Roles, you can easily control which users see what deals. When these permissions are applied, there may be cases when you want to grant a user access to a deal they were not previously involved in.
To grant a user access, you will need to go into the specific checklist they need access to. You can also choose to grant them access to every deal, but this is done in role permissions. Inside the checklist you are granting access to, click on the person with a plus icon to open the checklist access menu. In the menu, you can see all of the users you can grant access to in the deal. You can also use the search bar to find the specific user.
Check the box next to the users name you are adding, and you will see it added to the list. Once you have everything set up, click Save to grant them access. Users granted access will receive a notification as well that they have been granted access.
If you have any questions about granting access or user permissions, please contact your Cirrus support representative.