Create a role

account_definition

account_definition.manage account_definition.read

account

account.read

admin

admin.access

attachment

attachment.attach attachment.detach

audit

audit.download audit.log.view audit.read

balance

balance.move balance.read balance.write

balance_type

balance_type.read

bank_account

bank_account.archive bank_account.create bank_account.read

bank_account_type

bank_account_type.manage bank_account_type.read

bank_account_type_route

bank_account_type_route.manage bank_account_type_route.read

bank_transaction

bank_transaction.manage bank_transaction.read

boarding

boarding.board boarding.complete_onboarding boarding.finish boarding.item.reject boarding.item.unreject boarding.read boarding.seal boarding.start boarding.version.add

borrower_claim_invitation

borrower_claim_invitation.code.read borrower_claim_invitation.read

borrower_payment

borrower_payment.initiate borrower_payment.read

case

case.abandon case.create case.file.attach case.interaction.create case.note.create case.read case.reopen case.resolve case.task.link case.update case.withdraw

cash

cash.reconcile.read

channel

channel.read

charge

charge.read

charge_recipe

charge_recipe.read

chart

chart.define

comment

comment.edit comment.post comment.read

compliance_check

compliance_check.read compliance_check.request compliance_check.review

compliance_hold

compliance_hold.read

compliance_subject

compliance_subject.read compliance_subject.tax_id.read

concept

concept.manage concept.read

contact

contact.address.mirror contact.address.retire contact.channel.amend contact.channel.deregister contact.channel.register contact.deregister contact.designate contact.read contact.register contact.undesignate

contact_reason

contact_reason.create contact_reason.read contact_reason.remove

counterparty_account

counterparty_account.archive counterparty_account.create counterparty_account.read

disclosure

disclosure.read

document

document.download document.manage document.read document.signature.bind document.signature.manage document.signature.request document.template.deregister document.template.discard document.template.draft document.template.manage document.template.preview document.template.publish document.template.read document.template.register document.template.render document.template.update document.template.version.read document.upload

document_type

document_type.define document_type.field_definition.attach document_type.field_definition.detach document_type.modify document_type.read document_type.remove

entitlement

entitlement.read

entity

entity.address.add entity.address.amend entity.address.designate entity.address.retire entity.amend entity.deactivate entity.ein.read entity.link entity.reactivate entity.read entity.register entity.unlink

entity_address_kind

entity_address_kind.read

entity_type

entity_type.read

envelope

envelope.delivery.event.read envelope.delivery.manage envelope.delivery.read envelope.delivery.track envelope.render.deliver envelope.render.manage envelope.render.read envelope.suppression.lift envelope.suppression.manage envelope.suppression.read envelope.template.channel.read envelope.template.draft envelope.template.generate envelope.template.manage envelope.template.publish envelope.template.read envelope.template.register envelope.template.revise envelope.template.version.read

fee

fee.accrue fee.adjust fee.assess fee.read fee.void

fee_type

fee_type.manage fee_type.read

field_definition

field_definition.define field_definition.modify field_definition.read field_definition.remove

grant

grant.read

group

group.read

index_rate

index_rate.read

insurance_policy

insurance_policy.define insurance_policy.modify insurance_policy.read insurance_policy.remove

interest

interest.accrue interest.read

interest_type

interest_type.read

investor

investor.read

ledger_definition

ledger_definition.manage ledger_definition.read

ledger

ledger.read

lender

lender.read

loan

loan.balance.open loan.bank_account.assign loan.board loan.borrower.amend loan.borrower.deregister loan.borrower.read loan.borrower.register loan.borrowing_entity.amend loan.borrowing_entity.deregister loan.borrowing_entity.read loan.borrowing_entity.register loan.complete_onboarding loan.correct loan.draft loan.party.add loan.party.end loan.party.manage loan.party.read loan.party.transfer loan.party.void loan.read loan.reserve_fund loan.seal loan.stage

loan_configuration

loan_configuration.define loan_configuration.modify loan_configuration.read loan_configuration.remove

membership

membership.read

mfa_recovery_code

mfa_recovery_code.read

money_movement

money_movement.manage money_movement.read money_movement.retry

operation_event

operation_event.read

operation

operation.manage operation.read

organization

organization.invite organization.onboard organization.provision organization.read organization.register

permission

permission.grant.issue permission.grant.revoke permission.group.draft permission.group.provision permission.group.rename permission.group.retire permission.role.create

principal

principal.read principal.write

property

property.define property.modify property.read property.remove

purpose

purpose.read

recipe

recipe.manage recipe.read

reconciliation

reconciliation.read

role

role.read

routing_number

routing_number.read

sensitive_attribute

sensitive_attribute.disclose

serial_number

serial_number.allocate serial_number.assign serial_number.assign_next serial_number.issue serial_number.read serial_number.unassign

servicer

servicer.read

signature_placement

signature_placement.read

signing_request

signing_request.read

skill

skill.create skill.manage skill.read skill.remove

skill_grant

skill_grant.issue skill_grant.manage skill_grant.read skill_grant.revoke

task_automation

task_automation.create task_automation.read task_automation.remove task_automation.update

task

task.cancel task.complete task.create task.enqueue task.read task.reassign task.start

task_offer

task_offer.accept task_offer.cancel task_offer.create task_offer.decline task_offer.read

task_queue

task_queue.create task_queue.manage task_queue.manage_skills task_queue.read task_queue.update

task_type

task_type.create task_type.manage task_type.manage_skills task_type.read task_type.remove task_type.update

timeline_event_template

timeline_event_template.manage

timeline

timeline.internal.read timeline.read

timeline_template

timeline_template.read

transaction_header

transaction_header.read

transaction

transaction.read

user_account

user_account.email.change user_account.language.update user_account.name.update user_account.password.change user_account.phone.update user_account.read user_account.read_workos