Open access management
Open a loan and select Access. The tab lists the access grants you are allowed to view. Permissions and your organization role determine whether you can add or revoke access.
Grant staff access
Use the grant-access action, select the intended member, and complete the form. Confirm you are on the correct loan and in the correct organization before submitting.
In the current interface, granting access requires loan edit permission and an Owner, Admin, or Processor role. Revoking access requires loan edit permission and an Owner or Admin role.
Revoke a grant
Use Revoke access on the intended entry when available, and follow the confirmation prompt. Review the remaining entries afterward. Revoking one explicit grant may not remove access provided by a person’s role or another authorization path.
Borrower access is separate
Staff loan grants are different from borrower invitations. To give a borrower access, use the borrower invitation flow on their record. See Borrowers & profiles and Access your portal.
Missing access
If you can see a loan list but not a particular file or action, ask the owner to check both team permissions and loan-specific access.