User Privileges |
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Not every user should have access to all the features. For instance, you might want to restrict certain users from editing other users' profiles or create an account for a real estate agent partner to use to access a list of referred loan apps and their statuses. Here's a short description of each User Privilege:
- Wizard - A user granted this permission has access to change the appearance of your XSite.
- XSellerate - Granting a user this permission designates
that that user account is the XSellerate user for your XSite.
Note: This option is only available for users who have purchased the XSellerate marketing system in conjunction with their XSite. - User Management - By default, users can only manage their own user profiles. Granting users this permission allows them to edit and manage all of the profiles in your site.
- Real Estate Agent View Only - This privilege is designed for those real estate agents you collaborate with. By granting users this permission, they can log into your site and view the status of their customers Loan Apps. Keep in mind that this feature is a "View Only" mode that only permits them to view the status on the applications for borrowers they're representing.
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Hint: This is a great way to eliminate those status callbacks from realtors. Just create profiles for realtors whom you work closely with and grant them only this permission. From that point on, they can log into your site admin and view the status of any loan apps that apply to them. | ||
- Under User Privileges, check the box next to the privileges you'd like this user to have.
- To complete your user setup, click Save in the lower right corner.
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