Roles help determine your responsibility in a Workspace and the tasks and documents you can create and sign.
PEXA Role examples:
Incoming Mortgagee: You are creating the Workspace to request the transfer of a mortgage and the associated titles from another financial institution.
Mortgagee on Title: You possess the title based on holding a mortgage.
Consentor (NSW): You are giving the permission to process the transaction as you are the controlling party of the title.
CT Controller (VIC): You are giving the permission to process the transaction as you are the controlling party of the title.
Incoming Proprietor: You are representing the purchaser in a transfer transaction.
Proprietor on Title: You are representing the vendor in a transfer transaction.
Incoming Caveator: You have grounds to register a caveat on the title(s).
Caveator on Title: You have grounds to withdraw a registered caveat on the title(s).
Applicant (VIC/NSW/QLD): You are lodging a Priority Notice for a paper transaction(s).
Encumbrancee on Title (SA): You are representing the party with an encumbrance registered on the title(s).
Incoming Encumbrancee (SA): You are representing the party intending to register and encumbrance on the title(s).
When you first create a Workspace, you assign yourself a role. Alternatively, if you accept an invitation to the Workspace, the role specified on the invitation is your current role.
For Example - Refinance: A Subscriber, Flinders Bank, wishes to initiate a mortgage refinance for a new customer that has walked into their city branch. Flinders Bank creates a Workspace in PEXA with the role of Incoming Mortgagee. In that role, PEXA automatically assigns tasks to create a new National Mortgage document. The Incoming Mortgagee must then invite the bank who holds the current mortgage to the Workspace, Blue Bank. Blue Bank is invited as Mortgagee on Title and asked to create a discharge of their mortgage.
Important: In R11.0.0, we're going to remove the Actions Cog button from the Participants and Documents screen. This affects the navigation path to select action items on these screens. We will update the help articles soon to reflect these changes.
View Roles Assigned to a Workspace
Your Role assigned to a particular Workspace is displayed under Workspace Settings in the left navigation panel of your Workspace.
Add or Edit Roles Assigned to a Workspace
You can change or add a Role from the Workspace Settings screen.
Select Workspace Settings from the left navigation.
From the Role Settings section, select Edit.
Choose your new Role from the Role drop down list.
Select Add Role.
From the Actionscog menu, determine if this Role will be your Default role.
Result: Your new Role will display in the Role Settings section of the Workspace Settings screen. If this role is your default role, it will display under Workspace Settings in the left navigation panel.
Switching between two roles
If you represent both the vendor and pruchaser in the transaction, you can use the Switch function to easily switch between roles to successfully complete the tasks assigned in the Workspace. Or refer to the article for more information about representing multiple parties.
TheSwitchfunctionality is not available to Financial Institutions.
TheSwitchfunctionality is available only if you have defined two roles in the Workspace. If you have more than two roles, or if you have only one role in the Workspace then this functionality is not available.
Click the Switch button to toggle between two Workspace roles. The Switch button is enabled only if there are two roles defined in the Workspace. If there are more than two roles defined in the Workspace, please change roles instead.
Changing an incorrect role
If you have been assigned an incorrect role in a Workspace, follow the steps below to change to the correct role.