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User Permission Definitions 

Below is a list of the available permissions in Pereview with a brief explanation of there function. 

CanApproveRejectVariancePortalData  
  • Gives user permission to approve and reject Variance Portal data  
CanCreateAsset  
  • Gives user permission to create Assets in the application  
CanCreateUpdateDataUpload  
  • Gives user permission to create and update data on the Data Upload page in the application  
CanCreateUpdateDevelopment  
  • Gives user permission to create and update Developments  
CanCreateUpdateDisposition  
  • Gives user permission to create and update Dispositions  
CanCreateUpdateFinancing  
  • Gives user permission to create and update Financings  
CanCreateUpdateFund  
  • Gives user permission to create and update Funds  
CanCreateUpdatePortfolio  
  • Gives user permission to create and update Portfolios  
CanCreateUpdateTransaction  
  • Gives user permission to create and update Transactions  
CanDeleteAsset  
  • Gives user permission to delete Assets  
CanDeleteCreditLine  
  • Gives user permission to delete Credit Lines for DaaA loans  
CanDeleteDisposition  
  • Gives user permission to delete Dispositions  
CanDeleteFinancing  
  • Gives user permission to delete Financings  
CanDeleteSubscriptionLine  
  • Gives user permission to delete Subscription Lines on DaaA loans  
CanDeleteTransaction  
  • Gives user permission to delete Transactions  
CanEditContacts  
  • Gives user permission to edit Contacts in the application  
CanEditGL  
  • Gives user permission to edit GL information  
CanEditGlobalNotifications  
  • Gives user permission to edit Global Notification in the application  
CanPullDataByAPI  
  • Gives user permission to pull API data  
CanPushDataByAPI  
  • Gives user permission to push API data  
CanReadAsset  
  • Gives user permission to read Asset data  
CanReadDevelopment  
  • Gives user permission to read Development data  
CanReadDisposition  
  • Gives user permission to read Disposition data  
CanReadFinancing  
  • Gives user permission to read Financing data  
CanReadFund  
  • Gives user permission to read Fund data  
CanReadFundFinancing  
  • Gives user permission to read Fund Financing data  
CanReadPortfolio  
  • Gives user permission to read Portfolio data  
CanReadTransaction  
  • Gives user permission to read Transaction data  
CanReopenVariancePortalPeriod  
  • Gives user permission to reopen Variance Portal periods  
CanReprocessDataUpload  
  • Gives user permission to reprocess Data Uploads. The Reprocess button only shows when this permission is given.  
CanResetLoanAmortizationSchedule  
  • Gives user permission to reset Loan Amortization schedules. The reset button only displays when this permission is given.  
CanSubmitVariancePortalData  
  • Gives user permission to submit Variance Portal data  
CanUpdateAsset  
  • Gives user permission to update Asset data  
CanUpdateLease  
  • Gives user permission to update Lease data  
CanUpdateLoanAmortizationAssumptions  
  • Gives user permission update Loan Amortization Assumption data  
CanUpdateModel  
  • Gives user permission to update Financial Model  
CanViewAdHocReports  
  • Gives user permission to view AdHoc Reports  
CanViewAdmin  
  • Gives user permission to view Admin tabs and data under that tab  
CanViewAssetVariance  
  • Gives user permission to view Asset Variance data. Users with this permission can view Asset Variance comments and data related to Asset Variance  
CanViewClientCustomReportLinks  
  • Gives user permission to view and create custom reporting links  
CanViewDashboard  
  • Gives user permission to view Dashboard KPIs and metrics  
CanViewDataUpload  
  • Gives user permission to view the Data Upload tab  
CanViewFormattedReports  
  • Gives user permission to view Formatted Reports  
CanViewFund  
  • Gives user permission to view Fund data  
CanViewGlobalSearch  
  • Gives user permission to view Global Search data  
CanViewInvestments  
  • Gives user permission to view all Investments  
CanViewInvestorPortal  
  • Gives user permission to view the Investor Portal data  
CanViewReports  
  • Gives user permission to view Reports  
CanViewVariancePortal  
  • Gives user permission to view the Variance Portal  
SuperAdmin  
  • Gives user Super Admin permissions to do most of the above functions