Users

See, add and edit users in the Users tab.

1. Creating new users

To add a user, click add and fill out the information. Link party limits a user to see only the assoiated Broker or Syndicator account. Roles set different permissions per user. The following figure shows the roles dropdown:

Figure 1. Create New Roles

Admin: Full access to everything in the system.

Operator: Access to everything but settings.

Underwriter: Access to everything an operator has, except for read only access to Deals.

Rep: Read only access for their deals.

Scrubber: Similar to underwriter permissions, except they are read only after scrubbing stage.

Submissions: Can only see applications in submissions, or create new application.

All data readonly: Meant for accountants, this role can read the whole site besides settings, but can't change anything.

Syndicator: Can see their page and click in to view their deals, read only access.

Syndicator (limited): Can only view the page, but not click in to see deal details.

2. Edit a user

To edit a user, click the user's edit icon, located in the actions column. This opens the following page:

Figure 2. Edit a user

The page options are:

Default recipient: Checking the box, adds this user to the list of email addresses in the email sent at the end of each step.

Opt in for bounce report email: This option is available for Admin users, to receive bounce reports.

Active: Unchecking this box deactivates the user. Afterwards, they will only be visible in the users list by checking off the active and inactive boxes under the Active Types column.

Figure 3. Active Type Column