How to Create Back Office User

How to add a back-office user

In this article, we will be reviewing how to create a back-office user/employee. Please keep in mind, only a back-office with a manager role can create other users. 

 

To find this:

1. Once logged in, click Users/Contacts.

2. Click Back Office, then choose "Create a Back Officer"

3. Enter your preferred email address to log in and fill out the other information for your back officer.

4. Click Save.

 

Note: You can create as many back-office, branch, and broker/loan officers, but only if the user needs to login in to the backend, then a license/seat would need to be given. Borrowers can log in at any time. If you need to add/manage your subscription seats/add-ons, please see this link.

 

Here is a quick video tutorial.