Team
Review who belongs to the organization and which operational roles are available for branch workflows.
Team configuration affects who can carry out borrower, loan, disbursement, and approval work.
Purpose
Use this page to confirm which users and roles are available inside the organization.
What to review
- Confirm the expected branch staff are listed.
- Review role coverage when approvals or operational actions depend on a specific role.
- Use this page during troubleshooting when a user reports a missing workflow action.
Expected result
The organization has the right people and roles visible for the operating model you intend to use.
Troubleshooting
- If an approval does not route as expected, confirm whether the organization has any eligible checker roles.
- If only one user exists in the organization, some approval flows may auto-complete or stay limited by design.