Roles and permissions allow different access controls to be enabled for different users in The Closing Docs. The are 2 different permission levels in The Closing Docs, User and Admin.
The permission table below list the various action that are available for Users and Admins.
| Action | User | Admin |
| Originate income verification requests | X | X |
| View completed income reports | X | X |
| Create and update properties and units | X | X |
| Set up billing and payment preferences | X | X |
| View payment history | X | |
| Add/remove users | X | |
| Manage user permissions | X | |
| Edit company-wide settings | X |
An admin can set a user's permission level when they invite a user on the Users page. If the user has already been invited, the admin can edit the user's permission level as well.