> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextlevelmca.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do permission templates work?

> Save a set of permissions as a template, apply it to team members, and what each permission area controls.

Permissions decide what a team member can do. A template is a saved set of permissions you can apply to anyone in one click. Admins, or anyone with the **Manage Team** permission, manage permissions and templates in **Settings → Team → Members**.

<Note>
  Admins always have full access. Their permissions can't be customized and templates don't apply to them.
</Note>

## Where permissions live

Open a member's **⋯** menu and click **Edit** (or click **Add member** for someone new), then click **Permissions** on the left. There are two tabs:

* **MCA**: what they can do in NextLevel MCA.
* **CRM**: what they can do in your CRM. NextLevel MCA sets these on their CRM user for you.

Each tab is split into areas. Click an area to open it, tick individual permissions, or use the area's checkbox to turn the whole area on or off. The count next to each area shows how many of its permissions are on. Click **Save** (or **Create User**) to keep your changes.

## Apply a template

<Steps>
  <Step title="Open the member's permissions">
    Edit the member (or start adding one) and click **Permissions**.
  </Step>

  <Step title="Pick a template">
    Choose one under **Apply Template**. Templates that came with NextLevel MCA are marked **(System)**.
  </Step>

  <Step title="Click Apply">
    The template's MCA permissions, CRM permissions and **Assigned data only (CRM)** setting replace what was there. You can still adjust individual permissions afterwards.
  </Step>

  <Step title="Click Save">
    Nothing changes for the person until you save.
  </Step>
</Steps>

Applying a template copies its permissions onto the person. It isn't a link: people you applied it to keep their permissions if the template changes later.

<Warning>
  Changing someone's **Role** resets their permissions to that role's defaults. Change the role first, then apply the template.
</Warning>

## Save a template

<Steps>
  <Step title="Set up the permissions you want">
    On any team member (or a new one), set the **MCA** and **CRM** permissions you want to reuse. Set the **Role** too: the template is saved for that role.
  </Step>

  <Step title="Click Save as Template">
    It's at the bottom of the window. It isn't available while the role is **Admin**.
  </Step>

  <Step title="Name it">
    Enter a **Template Name** and, if you like, a **Description**. The window lists what the template will include: the current MCA permissions, the current CRM permissions, the Assigned data only setting and the role it applies to.
  </Step>

  <Step title="Click Save Template">
    It's now in the **Apply Template** list. Saving a template doesn't save the team member: click **Save** or **Create User** as well if you changed them.
  </Step>
</Steps>

Templates saved for the rep role show for managers and reps. Templates saved for the manager role show only when the person is a manager.

## The templates that come with NextLevel MCA

| Template | For |
| - | - |
| **Sales Closer** | Works deals from creation through funding. |
| **Sales Originator** | Creates deals and submits to lenders, but can't fund. |
| **Sales Manager** | Views all deals and team performance. Includes **View All Deals**, so whoever gets it sees every deal. |
| **Operations / Back Office** | Manages advances and commissions, with read-only deals. |
| **View Only** | Can view data but can't make changes. |

## What each MCA area controls

| Area | Permissions |
| - | - |
| **Deals** | **View All Deals** (every deal in the workspace), **View Own Deals** (deals they originate or close), **Create Deals**, **Edit Deals**, **Delete Deals**, **Assign Deals** (hand deals to other team members). See [Who sees which deals](/help/record-visibility). |
| **Submissions** | **View Submissions**, **Submit to Lenders**, **Withdraw Submissions**. |
| **Offers** | **View Offers**, **Log Offers**, **Edit Offers**, **Accept Offers**, **Mark as Funded**. |
| **Advances** | **View Advances**, **Edit Advances**, **Log Payments**. |
| **Lenders** | **View Lenders**, **Add Lenders**, **Edit Lenders**, **Delete Lenders**, **Manage Criteria**. |
| **Lender Commissions** | View, edit and record the commissions lenders pay the brokerage. |
| **Rep Commissions** | View all, view own and edit Rep Commissions. Viewing all shows everyone's, whatever deals the person can see. |
| **Reports** | **View Reports**, **Export Reports**. |
| **Settings** | **View Settings** (opens the full Settings page), **View Activity Logs** (the workspace Activity Log and each deal's activity), **Manage Fields**, **Manage Email**, **Manage Templates**. |
| **Team** | **View Team** (see the members list), **Manage Team** (add, edit and remove members, and save templates). |

**Manage Fields** is the permission that lets someone change workspace settings: fields, the pipeline, the application form, email senders and templates, integrations and developer settings. Give it only to people who should change how the workspace is set up.

Without **View Settings**, Settings shows only **General** (their own mobile PIN), **My mailbox** (their own email sender) and, where available, **Notifications**. **Team** shows for anyone with **View Team**.

## The CRM tab

The **CRM** tab controls access to areas of your CRM: AI Agents, Account Settings, Account Tools, Automation, Blogs, Calendars, Communities, Contacts, Conversations, Forms, Integrations, Marketing, Media, Opportunities, QR Codes, Quizzes, Reporting, Reputations and Surveys.

At the top is **Assigned data only (CRM)**. With it on, the person sees only the contacts, opportunities and conversations assigned to them in the CRM. It doesn't change what they see in NextLevel MCA. It's on for reps and off for managers and admins by default.

New managers and reps start with contacts, conversations, opportunities, media, calendar appointments and dashboard stats turned on in the CRM.

## Common problems

<AccordionGroup>
  <Accordion title="I don't see Apply Template or Save as Template">
    The person's role is **Admin**. Admins always have full access, so templates don't apply.
  </Accordion>

  <Accordion title="Save as Template fails">
    Saving templates needs the **Manage Team** permission.
  </Accordion>

  <Accordion title="A template I saved isn't in the list">
    The list shows templates for the person's current role and for reps. A template saved while the role was **Manager** doesn't show for a rep.
  </Accordion>

  <Accordion title="Can I edit or delete a template?">
    Not from the Team page. To change one, set up the permissions you want and save them as a new template with a new name.
  </Accordion>
</AccordionGroup>


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