Roles and permissions down to one action

Eight standard roles and more than a hundred permissions decide who sees credit reports, who changes loan terms and who can export data. Every action is logged.

See the roles
lendhero Roles and permissions software interface
8
standard roles
100+
permissions
Field
masking for sensitive data
100%
of actions logged

Capabilities

Give people what they need, and nothing more

Standard roles

Admin, manager, underwriter, verifier, collector, support, analyst, accountant. Ready on day one, each with sensible limits.

Custom roles

Build new roles from individual permissions. Combine permissions and limits into a role for your own process.

Field masking

Hide or mask sensitive fields by role. Collectors see the phone number, not the credit report.

Limits

Caps on approvals, discounts and refunds per role. Above the limit, the action goes to a manager for approval.

Four-eyes rule

Big actions need a second approval. Pricing, limits and refunds above a threshold need two people.

Audit trail

Who did what, and when. Every view and change is stored and exportable for auditors.

How it works

Set rights once, audit them anytime

  1. 01Pick a roleStart from a standard role.
  2. 02AdjustTurn permissions on or off.
  3. 03LimitSet caps on amounts.
  4. 04AssignAdd users to the role.
  5. 05AuditExport the action log.

Audit

Every view and change is logged

Who opened a client card, who changed a loan, who exported data: everything is recorded and ready for auditors.

  • Exportable logCSV or API.
  • AlertsOn unusual exports or access.
  • Field maskingSensitive fields are hidden by role, not just by screen.
Every view and change is logged: lendhero interface

Works together with

Related modules

Back officeRoles shape every team’s view.
SecurityAccess control and audit trail.
Custom workflowsManual steps by role.

Questions

Frequently asked

Didn’t find the answer? Write to us and we’ll reply within one business day.

Can we create our own roles?+

Yes. Build roles from individual permissions and set limits for each.

Can sensitive fields be hidden?+

Yes. Hide or mask fields such as ID numbers and income for roles that don't need them.

Is there a four-eyes rule?+

Yes. Set which actions need a second person to confirm them, such as large payouts or write-offs.

Are all actions logged?+

Yes. Every action by staff, partners and the system is stored in an audit log that cannot be edited.

Can we export the audit log?+

Yes. Export it to a file or send it to your security monitoring system.

Book a demo

See on your own products

We’ll walk you through the platform, show what matters for your products and answer questions about your business.

  • A 30-minute call
  • A walkthrough on your products and markets
  • Answers on timeline, integrations and pricing

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