Profiles

The following default profiles are available for BAO users:

• Salesforce Administrator—Individual(s) responsible for managing the Salesforce platform, provisioning internal users, and overseeing the administration of the BAO application. 

• Back-office user—Individual(s) responsible for processing incoming client application requests. These individuals evaluate uploaded documents and perform the due diligence necessary to render a decision on an application.

• Community user—Clients of the FI applying for Business Account(s). These individuals will create a user account within the portal to submit their request to the FI for processing.