> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/role-guides.md).
# Roles
Find the pages for your role in a recommended reading order.
Use this page to find the reading path for your role. The rest of the documentation is organized by feature.
{% hint style="info" %}
Roles determine the pages you can access. Review [Roles and permissions](broken://pages/yaliiYSba8n5xC7fJa4n) before assigning access.
{% endhint %}
### Role access at a glance
| Role | Scope | Primary access | Not included |
| -------------------- | --------------------- | ---------------------------------------------------------------------------- | ------------------------------------------------------------- |
| Tenant Admin | Every company | Platform configuration, company administration, reporting, and data catalogs | Company-specific lending work |
| Customer Admin | Every company | Company users, access, product configuration, and borrower experience | Tenant-wide configuration and administration |
| Configurator | One company | Products, users, teams, branding, and risk models | Spread and covenant configurations |
| Loan Officer | Assigned lending work | Applications, underwriting, credit memos, and monitoring | Company configuration and user administration |
| Credit Analyst | Assigned lending work | Extraction review, spreading, covenants, and credit memos | Company configuration and user administration |
| Relationship Manager | Assigned lending work | Borrower relationships, deal status, and covenant compliance | Underwriting, application creation, and configuration |
| Partner | Shared partner deals | Applications, customer details, documents, and handoff | Internal underwriting, monitoring, and company administration |
### Tenant Admin
Tenant Admins manage platform-wide configuration across companies. Start with organization access and tenant settings before you configure individual companies.
{% hint style="warning" %}
This role does not perform company-specific lending work.
{% endhint %}
1. [Organization access](broken://pages/OIXKxb4VzHBffQrPxHnI)
2. [Configuration](broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582)
3. [Email templates](broken://pages/8e4df4dd0cba1a3da13e34cb2d8c0706bd607358)
4. [Audits and reports](broken://pages/XR40U4otI8syhjcqnha6)
5. [Spreading and covenants](broken://pages/uTsfeTSS3oQog0SbZ41h), including [Spread configs](broken://pages/388be1abc0280d2fcce71211c7ebacca36644bd4), [Covenant configs](broken://pages/KKchneJt7SmsITkePXji), and [Covenant templates](broken://pages/DCdG9jwBx5xn7oyYU9XR)
### Customer Admin
Customer Admins manage business-level access, configuration, and borrower experiences. Start with the company hub, then set access and products before borrower-facing settings.
{% hint style="warning" %}
Customer Admins cannot open spread configs, covenant configs, or covenant templates.
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1. [Work in a company hub](broken://pages/1f520qLQZX4riq4OaJV6)
2. [Manage user access in a company](broken://pages/gePOz6TTKrS081gocd0g)
3. [Manage loan products](broken://pages/pJ5bqSjgNGLZa9TGDavT)
4. [FI Admin guide](broken://pages/XFe6fZTiVZv21YNafaG5)
5. [Brand experience](broken://pages/6NTItW4eK4ZTryPagbc9)
### Configurator
Configurators set up one company's products, teams, users, branding, and risk models. These settings affect intake, underwriting, and credit memos.
{% hint style="warning" %}
Tenant Admins manage spread configs, covenant configs, and covenant templates.
{% endhint %}
1. [Manage loan products](broken://pages/pJ5bqSjgNGLZa9TGDavT) and [Configurator guide](broken://pages/SMNoxJEFXYyUNz49ZreQ)
2. [Admin setup](/commercial-lending/getting-started/admin-setup.md), [Glossary](/commercial-lending/getting-started/glossary.md), and [Portals](/commercial-lending/getting-started/portals-and-roles.md)
3. [Product wizard](broken://pages/yO5SyRK7c7XpAtSO4G3Q) and [Configuration tabs](broken://pages/9UHHaxFXZq81mJl8Vpk9)
4. [Company users](broken://pages/gePOz6TTKrS081gocd0g), [Teams](broken://pages/qUOKam8sH7K9kBUTAWwa), [Branding](broken://pages/X8mLUQoeSD9mpfXL4o18), and [Risk models](broken://pages/hocCDuBVb4FOBWD7Fy2E)
5. [Category overview](broken://pages/QTXzZLbKP1zarC62w7aB), [Compare categories](broken://pages/KZtd26gqoveY1SuHcP7A), and [Category views](broken://pages/8UgWNnt6UlATKaf52dvC)
### Loan Officer
Loan Officers run deals from application review through post-close monitoring. Begin with loan stages. Follow each underwriting step in order.
{% hint style="warning" %}
Loan Officers do not manage company configuration or user administration.
{% endhint %}
1. Start with [Platform Reference](/commercial-lending/platform-overview.md), [Portals](/commercial-lending/getting-started/portals-and-roles.md), and the [Glossary](/commercial-lending/getting-started/glossary.md).
2. Work in [Loan stages](/commercial-lending/getting-started/loan-stages.md), [Dashboard](broken://pages/4vVejF60nZP80Zj6NxTp), [Applications](broken://pages/HlkkNFhKVf67h4lJZGgG), [Portfolio view](broken://pages/SxRAmlb5W4xXdZ9GSa1K), and [Intake drafts](broken://pages/1ZhErIET6VASIpnIg0cL).
3. Create and manage records through [Create an application](broken://pages/jy8mBPWHRQj8daUlc1Il), [Share an application link](broken://pages/rcx1W9b9UuFC6sjfB4aJ), [Customers](broken://pages/ZwxXWKZFvA7ruMYMvCmC), [Customer detail](broken://pages/lp8TRR4VPR1efgmkHBY7), [Loan summary](broken://pages/8d0rtGLJAIbB2RHDsMfl), and [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw).
4. Complete [Underwriting](broken://pages/59c2zdmqn6QJYkgp3fAd): [Document extraction](broken://pages/pGn9CKIkig7T0UKqTwth), [Financial review](broken://pages/kkYXTbfCczAyWBTPNVfY), [Underwriting review](broken://pages/az5D95qyqSzandu4NZWB), [Projections and stress review](broken://pages/z1xvlQbxTj4tloUkQkZw), [Property review](broken://pages/SEvjYdsq5LTqu5zXuO0j), [Credit memorandum](broken://pages/ZUFSQDiPM4ZEzh3CxukR), and [Extract covenants](broken://pages/4DOfV3MOYyQY203cywY0).
5. Monitor booked loans in [Post-close monitoring](broken://pages/hejMRBtfQTFqqMCJeqTO), [Covenant dashboard](broken://pages/ExVPio48FQTH6aqK84f0), [Covenant consolidation](broken://pages/TkTZ1HJULgyMOS9qRL9c), [Loan accounts](broken://pages/9TlAoueET4bz7Ghm30HL), and [Legacy covenant migration](broken://pages/oTA9HELXASQ5XWUnVT9C).
6. Manage your account with [Change password](broken://pages/xf4hxvalIbakHpRhY3ud).
For procedures, see [Loan Officer and Relationship Manager guide](broken://pages/fABoQoy1hpclJQ2CTbmR).
### Credit Analyst
Credit Analysts review extraction, complete financial spreading and covenant setup, and author credit memos.
1. Start with [Credit Analyst guide](broken://pages/vYVjBRliHdamXeV8rOIx) for a deal at **Credit Memo**.
2. Complete [Generate the credit memo](broken://pages/Lf1x3IcdezANJWVnZ9kz), [Review missing information](broken://pages/1zxleTyPY6DCZlDqlwqI), [Calculate the risk rating](broken://pages/fgiu8MTOL48MtqyI34RD), [Move to Closing](broken://pages/8JnUY4VsSOZeXt5KhHtG), [Generate the closure document](broken://pages/d1Je4MLeMAlLRqslifEu), and [Move to Closed](broken://pages/AztJEMqYGFjN64XogV0Q).
3. Use [Document extraction](broken://pages/pGn9CKIkig7T0UKqTwth), [Financial review](broken://pages/kkYXTbfCczAyWBTPNVfY), [Underwriting review](broken://pages/az5D95qyqSzandu4NZWB), [Credit memorandum](broken://pages/ZUFSQDiPM4ZEzh3CxukR), and [Risk rating](broken://pages/TMpLigaCHggVmOaohQKa) as reference.
4. Use [CRE deals](broken://pages/XTZ8zqEX4jY0Bh0ZkU3Y) or [C\&I deals](broken://pages/13Evg2EqD5AHalHiYVz9) for product-specific work.
### Relationship Manager
Relationship Managers own the borrower relationship. They track deals, coordinate with borrowers, and monitor covenant compliance.
{% hint style="warning" %}
This role does not cover underwriting analysis, application creation, or company configuration.
{% endhint %}
1. Start with [Admin setup](/commercial-lending/getting-started/admin-setup.md) and the [Glossary](/commercial-lending/getting-started/glossary.md).
2. Track deals through [Loan stages](/commercial-lending/getting-started/loan-stages.md), [Dashboard](broken://pages/4vVejF60nZP80Zj6NxTp), [Applications](broken://pages/HlkkNFhKVf67h4lJZGgG), [Portfolio view](broken://pages/SxRAmlb5W4xXdZ9GSa1K), [Customers](broken://pages/ZwxXWKZFvA7ruMYMvCmC), [Customer detail](broken://pages/lp8TRR4VPR1efgmkHBY7), [Loan summary](broken://pages/8d0rtGLJAIbB2RHDsMfl), and [Documents](broken://pages/XsuD4CRhLme4qZzQ79gw).
3. Monitor compliance in [Post-close monitoring](broken://pages/hejMRBtfQTFqqMCJeqTO), [Covenant dashboard](broken://pages/ExVPio48FQTH6aqK84f0), and [Covenant consolidation](broken://pages/TkTZ1HJULgyMOS9qRL9c).
4. Work by product in [Deal workflows by category](broken://pages/L3FfQxC6kMm92d8yFX7D), [CRE deals](broken://pages/XTZ8zqEX4jY0Bh0ZkU3Y), [C\&I deals](broken://pages/13Evg2EqD5AHalHiYVz9), or [ICRE deals](broken://pages/ee7k5ErjqGtpPOk0yzfo).
5. Manage your account with [Change password](broken://pages/xf4hxvalIbakHpRhY3ud).
For procedures, see [Work a deal at LOI](broken://pages/MDKlxjTyIIhNV7jbK3k2).
### Partner
Partners bring financing requests to the bank. They create applications, upload supporting documents, and hand off complete deal packages.
{% hint style="warning" %}
Partners do not access internal underwriting, monitoring, or company administration.
{% endhint %}
1. Start with [Platform Reference](/commercial-lending/platform-overview.md), [Portals](/commercial-lending/getting-started/portals-and-roles.md), and the [Glossary](/commercial-lending/getting-started/glossary.md).
2. Learn the [Partners overview](broken://pages/s1DiY1T4Jnaus1dtS9Ym), then use [Partner dashboard](broken://pages/0IY20GUQJd0dosv5Gusp), [Partner portfolio](broken://pages/msPPmJgjSkrr48OVSoQk), [Customers list](broken://pages/4JLBPyLOm8JEj30qtQyG), and [Customer details](broken://pages/a8eQhZBlNuj0q3fBoV9u).
3. Start an application and complete [Initial Registration](broken://pages/wE1dFUUGYgsbQOCkBgOE), [Business details](broken://pages/oquqKQ8fQ80bOW78gf5d), [Financing, sources, and uses](broken://pages/Kuhd4vsWd36U4vujjaeL), [Property information](broken://pages/sG4KzmMheO9k6cZz8O9F), [Owner information](broken://pages/whb2h6MG29cNlO6yTGjg), and [Institutional CRE application](broken://pages/lq8oc7AouGotXoqoEBTt).
4. Submit [Documents](broken://pages/ZjYoa4LFTWpf6caragmp), then use [Deal documents](broken://pages/K1xzNIdVMbd3bHhBBUgq), [Deal summary](broken://pages/zW3LbcSCMhUl906AqBZV), [Account profile](broken://pages/sB0bs8K59HuYytImggQ9), and [Change password](broken://pages/xf4hxvalIbakHpRhY3ud).
For procedures, see the [Partner guide](broken://pages/YVCP06gsg9yPnmIJk9nJ).
***
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Maintained by Abhishek Paul
AI-assisted, human-approved
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---
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