Neodeluxe Role Access

  • Updated

This article outlines the available views and permissions assigned to each role in the Neodeluxe application.

Permission Types

Each module or feature includes one or more of the following permission types:

  • View: The user can see pages and interfaces related to the feature.
  • Create: The user can create or add new records.
  • Edit: The user can update or modify existing records.
  • Soft Delete*: The user can deactivate records.
    Note: This does not permanently remove data from the system's backend databases.

Permission Legend

✅ Yes: Full access granted.

🟨 Limited: Partially restricted access.

*️⃣ View Only: View-only access, no modifications.

🟥 No: No access.

Neodeluxe Access

  1. Role Name: default

Automatically assigned to all Neodeluxe users.

  1. Role Name: account

Must be added to all users to enable access to the Neodeluxe platform.

Portal

  1. Role Name: Portal Admin

Module/Product View Create Edit Soft Delete Note
Projects ✅ n/a ✅ n/a Full access to all interfaces and actions within the Project view.
Communications ✅ ✅ ✅ ✅ Full access to all interfaces and actions within Communications.
Flows ✅ ✅ ✅ ✅ Full access to all interfaces and actions within Flows.
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • General
  • Neodeluxe Portal
  • Filevine
 ✅ ✅ ✅ ✅ Full access to Admin view and actions across General, Portal, and Filevine.
Neodeluxe Sidebar *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: Neodeluxe Portal.

  1. Role Name: Portal Access

Module/Product View Create Edit Soft Delete Note
Projects ✅ n/a ✅ n/a Full access to all interfaces and actions within the Project view.
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • General
  • Neodeluxe Portal
  • Filevine
 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: Neodeluxe Users.

Advanced Task Management

For detailed ATM role permissions, please visit: Advanced Task Management Roles and Permissions.

  1. Role Name: ATM Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management ✅ ✅ ✅ ✅ Full access to Dashboard, Queues, and Tasks in Advanced Task Management.
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • Advanced Task Management Setup
 ✅ ✅ ✅ ✅ Full access to Admin view for Advanced Task Management setup.

Neodeluxe Sidebar:

  • Task Manager
 ✅ 🟨 ✅ n/a Access to manage and create single tasks in Advanced Task Management view. Manual triggers not allowed.

For more information on the features available to this role, please visit: Advanced Task Management: Admin - Manager. 

  1. Role Name: ATM Manager

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Dashboard
 ✅  n/a n/a n/a Access to Dashboard.

Advanced Task Management:

  • Queues
 *️⃣ 🟥 🟥 🟥 View-only access to Queues.

Advanced Task Management:

  • Tasks
 ✅  n/a 🟨 n/a Full access to task views with limited actions.
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • Advanced Task Management Setup
 *️⃣ 🟥 🟥 🟥 View-only access to Advanced Task Management setup.

Neodeluxe Sidebar:

  • Task Manager
 ✅  🟨 ✅  n/a Access to manage and create single tasks. Manual triggers not allowed.

For more information on the features available to this role, please visit: Advanced Task Management: Admin - Manager. 

  1. Role Name: ATM User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Dashboard
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Queues
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Tasks
 🟨  n/a 🟨 n/a View and manage only assigned tasks by opening from the Sidebar.
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥 View-only access to Advanced Task Management setup.

Neodeluxe Sidebar:

  • Task Manager
 ✅  🟥 ✅  n/a View or manage own tasks only. Cannot create single tasks or trigger manually.

For more information on the features available to this role, please visit: Advanced Task Management: Users. 

  1. Role Name: ATM Manual Task User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Dashboard
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Queues
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Tasks
 🟨  n/a 🟨 n/a View and manage only assigned tasks by opening from the Sidebar.
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Task Manager
 ✅  🟥 ✅  n/a Access to the ATM view to view and manage assigned tasks, create single tasks, and manual triggers.

For more information on the features available to this role, please visit: Advanced Task Management: Users. 

  1. Role Name: ATM Overseer

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Dashboard
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Queues
 🟥 🟥 🟥 🟥  

Advanced Task Management:

  • Tasks
 🟨  n/a 🟨 n/a View-only assigned and unassigned tasks.
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Task Manager
 ✅  🟥 ✅  n/a Access to the ATM view to view and manage assigned tasks, create single tasks, and manual triggers.

For more information on the features available to this role, please visit: Advanced Task Management: Users. 

Conflict Check

  1. Role Name: Conflict Check Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • Conflict Check Setup
 ✅ ✅ ✅ ✅ Full access to Conflict Check Setup options within the Admin view.
Neodeluxe Sidebar *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: Advanced Conflict Check Pro: Admin.

  1. Role Name: Conflict Check User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • Conflict Check Setup
 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar ✅  n/a ✅  n/a Full access to the Conflict Check features in Sidebar.

For more information on the features available to this role, please visit: Advanced Conflict Check Pro: User.

Data Governance

For detailed role permissions, please visit: Data Governance Roles and Permissions

  1. Role Name: Data Governance Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  

Data Governance:

  • Rules
  • Alerts
  • Acceptable Values Request
 ✅  ✅  ✅  ✅  Full access to Data Governance settings and actions.
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar ✅  n/a ✅  n/a Access to the Data Governance feature, and all alert actions.

For more information on the features available to this role, please visit: Data Governance: Admin.

  1. Role Name: Data Governance Manager

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  

Data Governance:

  • Rules
 🟥 🟥 🟥 🟥  

Data Governance:

  • Alerts
 ✅  n/a ✅  n/a  Full access to alert resolution actions.

Data Governance:

  • Acceptable Values Request
 ✅  n/a ✅  n/a  Full access to value requests and actions.
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Data Governance
 ✅  n/a n/a n/a Access to the Data Governance feature and all alert actions.

For more information on the features available to this role, please visit: Data Governance: Admin.

  1. Role Name: Data Governance User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  

Data Governance:

  • Rules
 🟥 🟥 🟥 🟥  

Data Governance:

  • Alerts
 🟥 🟥 🟥 🟥  

Data Governance:

  • Acceptable Values Request
 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Data Governance
 ✅  n/a n/a n/a Access to the Data Governance feature, and all alert actions.

For more information on the features available to this role, please visit: Data Governance: Users.

Fact Link 

For detailed role permissions, please visit: Fact Link Roles and Permissions.

  1. Role Name: Fact Link Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  

Fact Link

  • Package List
 ✅  ✅  ✅  ✅   

Fact Link 

  • Package Content
 ✅  ✅  ✅  ✅   

Fact Link 

  • Facts Management
 ✅  ✅  ✅  ✅   
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar n/a  n/a n/a n/a  

For more information on the features available to this role, please visit: Fact Link. 

  1. Role Name: Fact Link Creator

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  

Fact Link

  • Package List
 ✅  🟨 🟨 🟨 View all packages.
Manage only owned packages.

Fact Link 

  • Package Content
 ✅  🟨 🟨 🟨 View all packages and their content.
Manage content only in owned packages.

Fact Link 

  • Facts Management
 ✅  ✅  ✅  ✅   
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar n/a  n/a n/a n/a  

For more information on the features available to this role, please visit: Fact Link. 

  1. Role Name: Fact Link User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  

Fact Link

  • Package List
 *️⃣ 🟥 🟥 🟥

View-only access to the package list. 

Not allowed to create or manage packages.

Fact Link 

  • Package Content
 *️⃣ 🟥 🟥 🟥 View-only access to the package content and its documents.
Not allowed to manage documents or download reports.

Fact Link 

  • Facts Management
 ✅  ✅  ✅  ✅  Full access for creating, editing, and managing facts within documents.
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar n/a  n/a n/a n/a  

For more information on the features available to this role, please visit: Fact Link. 

Foundation Al

  1. Role Name: Foundation AI Manager

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin:  Integrations:

  • Foundation AI
 ✅  ✅  ✅  ✅  Access to the Foundation AI integration pages and actions.
Neodeluxe Sidebar n/a n/a n/a n/a  

For more information on the features available to this role, please visit: Foundation AI. 

IManage

  1. Role Name: Imanage Integration Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin: 

  • Integrations: Imanage Integration
 ✅  ✅  ✅  ✅  Access to the iManage integration pages and actions. 

Neodeluxe Sidebar:

  • Imanage 
 *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: IManage. 

  1. Role Name: Imanage Integration User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Imanage 
 ✅ n/a ✅ n/a Access to the iManage feature and actions in the Sidebar.

For more information on the features available to this role, please visit: IManage. 

Project Forms

  1. Role Name: Project Forms User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms ✅  ✅  ✅  ✅  Full access to the Project Forms page and actions.
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  
Neodeluxe Sidebar *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: Project Forms. 

Process Studio

  1. Role Name: Process Studio-Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio ✅  ✅  ✅  ✅  Full access to Process Studio pages and actions.

Admin:

  • Integrations: Lead Docket
 ✅  ✅  ✅  ✅  Full access to the Lead Docket integration pages and actions.
Neodeluxe Sidebar n/a n/a n/a n/a  

For more information on the features available to this role, please visit: Process Studio. 

Settlement Valuation

  1. Role Name: Settlement Valuation User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • Settlement Valuation
 ✅ n/a ✅ n/a Access to the Settlement Valuation feature and actions in the Sidebar. 

USClaims

  1. Role Name: US Claims Admin

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  

Admin:

  • USClaims
 ✅  ✅  ✅  ✅  Full access to the USClaims integration pages and actions. 

Neodeluxe Sidebar:

  • USClaims
 *️⃣ n/a n/a n/a View-only access. A separate role(s) required for specific feature functionality.

For more information on the features available to this role, please visit: USClaims.

  1. Role Name: US Claims User

Module/Product View Create Edit Soft Delete Note
Projects 🟥 🟥 🟥 🟥  
Communications 🟥 🟥 🟥 🟥  
Flows 🟥 🟥 🟥 🟥  
Project Forms 🟥 🟥 🟥 🟥  
Data Governance 🟥 🟥 🟥 🟥  
Advanced Task Management 🟥 🟥 🟥 🟥  
Fact Link 🟥 🟥 🟥 🟥  
Process Studio 🟥 🟥 🟥 🟥  
Admin 🟥 🟥 🟥 🟥  

Neodeluxe Sidebar:

  • USClaims
 ✅ n/a ✅ n/a Full access to the USClaims feature and actions in the Sidebar. 

For more information on the features available to this role, please visit: USClaims.

Have Questions or Issues?

If you have any questions or you are experiencing issues with Neodeluxe, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.