Understanding the Users Page

Navigating the Businesses Page

Introduction 

The Users page simplifies team management by centralizing access provisioning, role assignments, and permission controls in a single view.

• From the top-left navigation menu, select the “Users” tab.
  
  
• On the Users page, team members are listed with the following attributes:
  
  
  
  • User ID – A unique identifier automatically assigned to each user within the Worth platform.
  • User Name – The full name (first and last) associated with the user account.
  • Email ID – The email address linked to the user account.
  • Role – Displays the user’s assigned role (e.g., CRO or Risk Analyst). See role descriptions at the end of this document.
    • Status – Shows whether the user is currently marked as Active or Inactive in the system. 
    • Action – Includes a View Details button to display information such as User ID, Full Name, Email Address, and Phone Number, along with options to edit or deactivate the account.

Roles Descriptions:

• Risk Analyst Role & Responsibilities

• • Risk Analysts are responsible for evaluating cases and making informed risk decisions. They can:
    • View detailed business information for risk assessment
    • Review applications flagged for manual review
    • Request additional information from applicants as needed
    • Manually approve or reject cases based on their evaluation

• CRO (Chief Risk Officer) Role & Capabilities

• • The CRO role includes full Risk Analyst permissions, plus the ability to:
    • Manage user accounts (create, update, deactivate, or resend invites)
    • Access the CRO Dashboard, featuring:
      • Pipeline 
      • Team Performance
      • Risk Analysis
    • Use Case Management and Case Queue tools
    • View detailed business information
    • Manage Webhook permissions (read, write, create)
    • Access reports including Total Cases Processed, Case IDs, Application Info, Business Names, and Underwriting Decisions
  
  For information on adding a new user, refer to the How to Set Up a New User Account article.