User Management > Creating Accounts
     
 

Creating Accounts

 
     

Your site's user accounts control who can access your site what each person has access to do. In addition, each account allows you to create a profile you can optionally include in your site's loan application.

 

     
 

Creating User Accounts

 
     

To create a user account in your site...

  1. In your site's user manager, click Add User on the left side of the screen.
  2. Type in the e-mail address you wish to use as the login for your account.
  3. Then, type in your preferred e-mail address, a strong account password, and a security question/answer.
  4. Enter your first and last name in the fields provided.
  5. Then, fill in any other relevant contact information, create an account profile, or apply user privileges as needed.
  6. When finished, click Save to create or update your account.

 



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