Users

A site User is essentially anyone who is given credentials to log into your site. A User can be assigned various different Roles, which will either restrict or expand their capabilities within the software depending on the Role they are given.

The definitions of each Role are as follows:

Site Admin - Controls every aspect of Site Administration, including creating new Sites, creating Users and adding Content

Associate - Has access to private files and protected pages only. 

Member - Given to customers to fill out applications and other forms.


Add a new User

Follow these step by step instructions to create a new User:

  1. Click on the People menu item at the top of your screen.
  2. Choose Users from the list.
  3. Click the "Add User" button located toward the right of the screen.
  4. Enter all relevant User information.  Be sure to select the correct Role and what site(s) you want the User to have access to.
  5. Click "Add" button at the bottom of the page to save. 

 

This will return you to your list of Users. Add more, Edit them, or Delete them from this page.


In the next section, we'll talk about how to manage your Agent/Loan Officer information.