User Roles

Platted supports different user roles with varying levels of access.

Role Types

Read Only

Read Only users can:

• View orders assigned to their organization
• View documents and their extracted data

Read Only users cannot create, edit, or modify orders. They also have no attention bell in the header - the attention feed is available to examiners only.

Examiner

Examiners have all read capabilities plus:

• Create new orders
• Upload documents
• Review and edit extracted document data
• Work the Document Review flow inside an order's Documents tab

Lead Examiner

Lead Examiners have all examiner capabilities plus:

• Assign orders to other examiners
• Manage examiner workload distribution
• Switch the attention bell between All and Mine; every other role only ever sees their own items

Organization Access

All users belong to an organization. You can only see and work with orders belonging to your organization. This ensures data privacy and proper separation between different title companies or offices.

Examiner Assignment

Orders can be assigned to specific examiners, and only Lead Examiners can make those assignments. When an order is assigned to you:

• It appears in your filtered view when using the examiner filter
• You're responsible for carrying the order's documents through to completion
• Other examiners can still view the order but you're the primary assignee