Click the "edit" icon for the user role you want to edit.

You will have the ability to control access to loan files by user role through the "General Information" tab on the "Loans" Permissions.

Click the "toggle" next to a permission you want to enable or disable for the applicable user role.

You have the ability to add conditions to a permission and prevent users from completing an action at a particular loan status. Click the "edit" icon to edit the conditions on a permission.

Update the conditions attached to the permission.

Once you have updated all permissions for the user role, click "Save" on the top right corner of the screen.

How to Add User Role