Changing the portfolio settings, managing network users, creating
Metro2 reports and managing templates are not allowed across the network, regardless
of login permission. This is for security reasons. In addition, some objects, especially templates, are much larger than loan and payment
records. For example, using the template designer in a network environment would be a very bandwidth-intensive operation.
Moneylender regulates access to the data in your portfolio using three permission levels: Read-Only Normal, Normal, and Advanced. At each level, users are allowed to take certain actions, as shown in the following table:
| |
Read-
Only
Normal |
Normal |
Advanced |
| View Loans |
yes |
yes |
yes |
| Edit Loans |
no |
yes |
yes |
| Initiate Loan Recalculation |
no |
yes |
yes |
| Change Reg. Payments or Interest Rates |
no |
yes |
yes |
| View Payments |
no |
yes |
yes |
| Add Payments |
no |
yes |
yes |
| Change/Delete Payments |
no |
yes |
yes |
| View Borrowers |
yes |
yes |
yes |
| Create/Change Borrowers |
no |
yes |
yes |
| Delete Borrowers |
no |
no |
yes |
| View Lenders |
yes |
yes |
yes |
| Create/Change Lenders |
no |
yes |
yes |
| Delete Lenders |
no |
no |
yes |
| View Loan Based Reports |
yes |
yes |
yes |
| View Portfolio Based Reports |
no |
no |
yes |
| Print Templates |
yes |
yes |
yes |
|
