User Management
Overview
User management in timveroOS provides comprehensive control over system access through role-based permissions and departmental organization. This module ensures secure access while maintaining operational efficiency through structured permission hierarchies and audit capabilities.
Role-Based Access Control (RBAC)
The system implements role-based access control through a hierarchical structure:
Organization Level: Top-level system access
Department Level: Functional area restrictions
Role Level: Specific permission sets
User Level: Individual access assignments
Department Configuration
Departments serve as both organizational units and workflow boundaries within timveroOS.
Setting Up Departments
Navigate to Settings → Catalogs → Decision Departments to configure:
Department Code: Unique system identifier
Description: Clear functional description
Active Status: Enable/disable departments
Department-Workflow Integration
Departments determine:
Warning assignment routing
Work queue visibility
Escalation pathways
Access boundaries
Role Configuration
Creating Roles
The system provides granular permission control at the role level:
Permission Categories:
Applications: Create, read, update, archive
Decisions: View, override, approve
Documents: Generate, upload, delete
Reports (only if exist): View, export, schedule
Configuration: Read, modify, deploy
Example of the Role Templates
Common role configurations include:
Loan Officer
Submit and manage applications
View automated decisions
Request documentation
Basic reporting access
Underwriter
Review flagged applications
Override specific factors
Approve/decline with conditions
Access risk assessment tools
Manager
Override subordinate decisions
Approve policy exceptions
Reassign workloads
View performance metrics
Administrator
Configure system parameters
Manage user access
Modify workflows
Access audit logs
User Lifecycle Management
User Creation Process
Account Setup
Create user profile
Assign to department(s)
Configure role membership
Set authentication requirements
Access Configuration
Configure notifications
Enable audit tracking
Activation
Distribute credentials
Verify successful login
Complete initial training
Document access approval
Access Management
Regular Maintenance:
Review active accounts
Validate permission appropriateness
Update for organizational changes
Remove inactive users
Security Controls:
Multi-factor authentication options
Password policy enforcement
Session timeout configuration
Login attempt monitoring
Integration with Operations
Launchpad Integration
User permissions directly control Launchpad functionality:
Permission-Based Features:
Department work queue visibility
Self-assignment capabilities
Supervisor assignment rights
Cross-department coordination
Warning Management Workflow
The system tracks assignment and resolution status:
Approval Process:
Decline Process:
Application Status Management:
Audit and Compliance
Activity Tracking
The system maintains comprehensive audit trails:
User login/logout events
Permission changes
Data access patterns
Configuration modifications
Decision overrides
Compliance Features
Role-based access documentation
Permission change history
User activity reports
Access recertification support
Segregation of duties enforcement
Configuration Guidelines
Initial Setup
Define organizational structure
Create departments matching operations
Establish role hierarchy
Configure base permissions
Add initial users
Test access patterns
Ongoing Management
Document role definitions
Maintain permission matrices
Schedule regular reviews
Update for organizational changes
Monitor access patterns
Archive inactive accounts
Technical Considerations
Performance Impact
User queries optimized for speed
Permission caching implemented
Department filtering reduces load
Role inheritance minimizes complexity
Security Architecture
Encrypted credential storage
Session management controls
Failed login tracking
Permission boundary enforcement
Integration Points
System Components
User management integrates with:
Workflow Engine: Permission-based routing
Document Management: Access control
Reporting System: Data visibility
Notification System: Alert distribution
External Systems
HR system integration capabilities
Single sign-on (SSO) support
Directory service connectivity
Authentication provider options
Next Steps
With user management configured, proceed to:
Notification Configuration - Set up communication channels
Document Management - Configure document workflows
Workflow Management - Build decision processes
For additional user management guidance, consult your system administrator or implementation team.
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