Administrators with access to Relationships have the ability to create new users. This guide will walk Administrators through the New User creation process.
From Relationships, select the Users tab along the top. Choose Create User.
When the New User fields become available, enter the Contact Name, Email Address, and Phone Number for the new user account. These fields are required as indicated by the asterisk (*) in the corresponding field. Each field is defined as follows:
- Contact Name: Name of the user. Will be displayed on the user's profile card. This is a require field.
- E-Mail Address: User's email address that will act as their username and where all email notifications will be sent. Will be displayed on the user's profile card. This is a require field.
- Phone Number: Phone number the user can be reached. Will be displayed on the user's profile card. This is a require field.
- Read Only: Permits the user to only read the information on the screen. Removes order interaction and features.
- Notify User of Account Setup: Enabled by default. Sends an email notification to the user that an account has been created for them, specifies the name of the lender that created the user account, provides a sign in link, and the temporary password to access their account. Upon next login, users are prompted to create a new password.
- User Type: Select the type of user the account will be created as, i.e., Administrator, Supervisor, or Originator. Each user type has a specific scope of rights/permissions. This is a require field.
- User Scope: Global User enabled by default. A global user is one that is associated with all divisions under the lender. Disabling this setting grants the ability to select specific divisions the user should be affiliated.
Once the new user information and scope has been made, select the Add User button. This will create the user and attach the user to the overall Users list.
For more information on how to manage users, please refer to our Managing Users guide.