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Managing users and permissions

Your product owner grants access to each staff member who will use the management portal, and chooses which areas they can see. Give each person only what their job needs. Review your user list when staff join, leave or change roles.

To add a user

  1. Go to Accounts, then Employees.
  2. Click Add User in the upper right corner.
  3. Clear any text left in the fields.
  4. Enter the person's name and email address.
  5. Select a role or each permission the person needs.
  6. Click Save.

The new user receives two emails: one to verify their email address and one to set a password.

Note: Roles turn on a typical set of permissions as a shortcut. You may also select permissions one at a time instead, so each person gets only what they need.

The available roles are Admin and Operations. When you turn on a role, its default permissions turn gray. Keep the Admin role for your product owner only, because Settings changes can affect the very next loan.

To change a user's permissions

  1. Go to Accounts, then Employees.
  2. Select the user.
  3. Change the role, or select or clear permissions as needed.
  4. Click Save.

Changes to a role or permissions apply as soon as you click Save.

To disable a user

  1. Go to Accounts, then Employees.
  2. Select the user.
  3. Click Disable.
  4. Click Save.

The user can no longer sign in. Their past actions stay on each loan record.

What each permission allows

Permissions are grouped by area on the user record. Each one is listed below with what it allows.

Program Maintenance

  • Action Center: Work new loans, renewals and monitoring actions.
  • Activity Archive: View and download completed, canceled and adverse action records.
  • Credit Monitor: Review alerts, add notes, silence alerts and send suspend or terminate actions.
  • Lender Assisted: Complete an application for a borrower who is present.
  • OD Letters: View overdraft letters sent to borrowers.

General

  • Direct Mail Admin: Planned: pull prospect lists for marketing. Not available yet.

Express Minute Lender

  • Express Loan Officer: Marks loan officers who can be assigned secured loans and adds them to a loan officer list.

Reports

  • Reports: Run reports.

Compliance

  • View Demographics: Planned: show Reg B Section 1071 demographic data to credentialed compliance staff only. Not available yet.

Administration

  • Client Admin: View and edit your credit underwriting settings. These settings control the credit decision rules directly, so give this permission only to staff who manage credit policy.

Settings

  • Credit Admin: View the credit underwriting settings.
  • Disclosure Admin: Access the disclosures in Settings.
  • Faq Admin: Access the FAQs in Settings.
  • Site Admin: Access the site settings.
  • Template Admin: Access the email templates in Settings.

Tools

  • Email History: View the emails sent to borrowers.
  • Research: Look up borrowers and applications.

Import

  • File Import: Upload daily files and view file history.

Accounts

  • User Admin: Add, change and disable users.

Note: Only users with the Admin permission can add, change or disable users. If you need a change and do not have that access, contact your product owner.

If a staff member can't sign in, see A staff member can't sign in to the management portal. To learn about each menu area, see Navigate the management portal.