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# Account and Access

**What controls which records I can see in ValuationXchange?**
Your bank is configured with one bank-wide data visibility mode — **State-Wide**, **Department-Wide**, or **Group-Based** — which determines the scope of leads, indication requests, and valuation requests a user can see. Ask your bank admin which mode your bank uses.

**What's the difference between State-Wide, Department-Wide, and Group-Based visibility?**
* **State-Wide** — you can see records across your assigned state(s) (e.g. Selangor, Kuala Lumpur, Johor), regardless of which department or group within that state they belong to.
* **Department-Wide** — your view is limited to records belonging to your own department.
* **Group-Based** — your view is limited to records belonging to your user group.

**What are the platform's access roles?**
Every account sits at one of two fixed roles: **Bank Admin** (full access within your own bank), or **Operational User** (day-to-day bank user with restricted access). These two roles are the same across every bank and aren't customizable.

**What is a Permission Template?**
A Permission Template is a bank-configurable preset your Bank Admin creates and applies to a User Group (or its members) to limit what that group can see or do — for example, restricting whether they can create their own records, view other members' records, or manage a team. Banks can define as many or as few templates as they need: for instance, Bank A has set up "HQ Admin" (view & manage all), "Sales Manager" (manage team only, can't create their own), and "Sales Officer" (can't view other members' records) — another bank might not define any custom templates at all. Check your own bank's Permission Templates settings to see what's configured for you.

**What is "Single Group Mode," and how does it affect me?**
Some banks run in Single Group Mode, where every user belongs to exactly one fixed user group. Other banks let a user belong to multiple groups and switch which one is active.
* If Single Group Mode is on, you won't see an option to switch groups — your access is tied to your one group.
* If it's off, you can switch your active group, and the data you see changes to match.

**What is a User Group?**
A named collection of users (e.g. by branch, team, or department). Each group can have its own member list, notification settings, approval settings, and sharing settings with other groups.

**Can I belong to more than one group?**
Only if your bank doesn't have Single Group Mode enabled. In that case, you can switch your active group and your visible data changes accordingly.

**Who manages my permissions or group membership?**
Your bank admin manages user groups, applies permission templates, and controls sharing between groups from the User Groups settings area.