Who Can Do What

Who Can Do What

Comprehensive guide to role permissions and what each role can do

Overview

This reference guide explains what each role can do in the Intain Markets platform. The platform automatically enforces these permissions.

Issuer / Borrower Actions

Pools Module

  Action
  When Available
  Create Pool
  Always (via Set-up Pool button)
  Edit Pool
  Status: Created
  Share Pool
  Status: Created or Preview
  Submit to Market Maker (Start Deal)
  After NFT minting complete
  Accept/Reject Loan Removal
  When market maker/investor requests
  Provide Feedback
  On own pools only

Loans Module

  Action
  When Available
  Upload Loan File
  Always (via Imports section)
  Trigger LTS
  After upload
  Save Mapping
  After LTS mapping
  Map to Pool
  From Loan Registry, loan not already mapped
  Add to Batch
  From Loan Registry, loan not already in batch
  Self Certify
  Batch status: Pending
  Mint NFT
  Batch status: Reviewed
  View NFT
  After minting

Credit Facility Module (as Borrower)

  Action
  When Available
  Create Term Sheet
  Always (via Term Sheet Setup)
  Sign Term Sheet
  Status: Draft
  Submit to FA
  Status: BorrowerSigned
  Edit Term Sheet
  Status: CHANGES_REQUESTED
  Map Loans
  MC status: Active, Deal modelling: Completed
  Create Funding Request
  MC status: Active, Deal modelling: Completed

Market Maker / Facility Agent Actions

Pools Module

  Action
  When Available
  Review Pool
  When shared with you
  Accept Mandate
  Status: Mandate Pending
  Reject Mandate
  Status: Mandate Pending
  Provide Feedback
  After accepting mandate
  Request Loan Removal
  After accepting mandate
  Share to Investor
  Status: Deal

Credit Facility Module (as Facility Agent)

  Action
  When Available
  Review Term Sheet
  Status: FAReview
  Approve Term Sheet  Status: FAReview
  Reject Term Sheet  Status: FAReview
  Request Changes  Status: FAReview
  Configure MC (Create Facility)  MC status: Draft
  Add Lenders  MC status: Draft
  Create Sub-Facility  MC status: Draft, Multiple branch
  Set Up Deal (Deal Modelling)  MC status: Active
  Review Funding Request  Status: FAReview
  Approve Funding Request  Status: FAReview
  Approve Funding Notice  After FR approved
  E-sign for Lenders  After FN approved

Investor / Lender Actions

Pools Module

  Action
  When Available
  Review Pool
  When shared with you (Pools section)
  Provide Feedback
  If feedback permission enabled
  Download Data
  If download permission enabled
  Request Loan Removal
  After pool shared with you

Credit Facility Module (as Lender)

  Action
  When Available
  Review MC
  Status: PendingLenderApproval (Opportunities section)
  Approve & E-Sign MC
  Status: PendingLenderApproval
  Review Funding Notice
  After FA completes e-sign for you
  Select Payment Method
  During funding notice review
  Confirm and Settle
  After transferring funds

Servicer Actions

  Action
  When Available
  View Assigned Deals
  Always
  Upload Monthly Loan Tape
  Assigned deals
  View Deal Details
  Assigned deals

Rating Agency Actions

  Action
  When Available
  View Shared Pools
  When shared with you
  Provide Feedback
  If feedback permission enabled
  Download Data
  If download permission enabled
  Request Loan Removal
  Not available

Admin Actions

  Action
  When Available
  Manage Organizations
  Always
  Approve KYC
  Pending KYC requests
  Process LTS Delegation
  When delegated by issuer
  Process Deal Modelling Delegation
  When delegated by FA

Key Points

      • Role determines visibility and actions - You only see items shared with you or where you have a role
      • Status determines action availability - Actions are enabled/disabled based on item status
      • Both role AND status matter - You need the right role AND the right status for actions
      • Platform enforces automatically - You cannot bypass role restrictions











    • Related Articles

    • Role-Based Pool Views

      Understand how different users see pools based on their role Overview Different users see pools differently based on their role in the platform. The role youselect during login determines what pools you can see, what information isdisplayed, and what ...

    • Signature Visibility

      Understand who can see signatures and when they're visible in Intain Markets Overview Electronic signatures via Adobe Sign are used for term sheets, master commitments, and funding notices. This guide explains who can see signatures and when. Term ...

    • Enabled vs Disabled Actions

      Understand why actions are enabled or disabled in Intain Markets Overview Intain Markets automatically enables or disables actions based on your role, the item's status, and whether prerequisites are met. Pool Actions Created Status As Issuer: • ...

    • Feedback vs Rejection

      Understand the difference between change requests and rejections Overview During review, reviewers can either request changes (feedback) or reject items. Understanding the difference helps you respond appropriately. Comparison Table Aspect Change ...

    • What is Intain Markets

      Learn about the Intain Markets platform and its capabilities for structured financet ransactions. Overview Intain Markets is a blockchain-based digital infrastructure platform for structured finance transactions. The platform enables issuers, ...