Once your division has been enabled, you need to setup an Administrator that will oversee your commercial appraisal ordering process and who will pick the appraisers that commercial bids should go out to. The Administrator can either be setup as a Global Administrator (who can see all orders across all your divisions in the system), or they can be setup as an Administrator that only oversees your Commercial division.
Follow these instructions to setup a Commercial Administrator.
1. In the Relationships tab, click the Users tab, and click Create User.
2. In the New User section, enter the first and last name of the user into the Contact Name field, enter the user's email address into the Email Address field, and a Phone Number. Leave the Read Only checkbox unchecked - this user will be requesting bids from appraisers and will need to be able to interact with appraisal orders. By default, the Notify User of Account Setup feature is automatically enabled. This will send the newly created user an email, notifying the user they have an account. Disable this feature if you do not want the user notified.
3. In the User Type drop down, select Administrator. In the User Scope section - if you want this Administrator to see and work on all orders across all division, leave the Global User checkbox checked. If you want this Administrator to only see and work in orders for your Commercial division, uncheck the Global User box and check the corresponding name of the Commercial appraisal division.
4. When ready, click Add User. The user will then be added.
5. Follow these same instructions to add any other user types under this commercial division as well. For example, you can add Supervisor and Originator type users under this division. Additionally, existing Administrators and managed users can be added to the commercial division.