User Management |
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Before you begin creating or modifying your site, take a few minutes to set up the users who need to access it. Even if you're the only loan officer in your firm, you need to ensure that you've configured your own user account properly. Your administrator account is initially the "default" login you were given at the time you ordered your site. Using that account, you can set up any additional profiles you need for other loan officers, staff assistants, or agent partners. To create a new user profile...
- Hover your cursor over the My Office button in the
toolbar. Then, click User Management in the toolbar
that appears. The User Management window appears listing all
of the user accounts you've established in the Site Users
pane on the left side of the screen. If this is the first time you've accessed
this function, you should only see your primary admin account.
- Click Add User to create a new user. Or, click the name of an existing user in the Site Users pane to modify that account.
- Then, fill out all the details about your new user's account and click Save to create the new profile.
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