---
title: "Back office users: create and set permissions"
description: Create LendingWise back office users (Processors, Underwriters, Closers and more) and set their role and permissions.
---
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3. [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions)
# Back office users: create and set permissions
## Create a back office user and set what they can see and do.
Back office users are your operations team: Managers, Processors, Underwriters, Closers and so on (not originators). Only users with the Manager (Admin) role, or with "Enable Manager Permissions?" on, can create users and change platform settings.
### Create a back office user
1. In the menu on the left, go to CRM \> Back Office Users and click **Create Back Office User**.
2. Pick a **Role**. The Manager (Admin) role gives access to all settings across all branches, so assign it carefully.
3. Fill in their details, including the email address they'll log in with. Type a **Password** and **Confirm Password**. There's no invite or generate-password option, so you'll need to give them the password.
4. Set the permissions in the sections toward the bottom of the page.
5. Click **Save**. You'll see "Inserted Successfully" and land on the new user's profile.
**Check every permission right after saving.** A few change on their own when the user is saved: "Allow to Manage Draws?" turns On, and picking a Role switches "Allowed to edit files?" to Follow Company Settings. New users also start with "Notify if Borrowers/Clients upload a document?" and "Allowed to View / Edit Fund Management?" turned On. "Enable Manager Permissions?" only appears after the first save.
**Seats:** you can create as many back office, branch, loan officer and broker users as you like, but each one who needs to log in uses a license (seat). Borrowers can always log in. To add seats, a Manager clicks their avatar (top right) \> Modify Plan. See [Managing Plans & Billing](https://help.lendingwise.com/knowledge/managing-plans-billing?hsLang=en).
Quick tutorial:
### What each setting does
Below is the whole back office profile, followed by what the main settings mean.
#### Profile
- **Email, Employee First Name, Employee Last Name**
- **Exclusively Assign to a Branch:** limit the user to the files of specific branches. For example, an account executive who manages certain branches. Leave it blank and they can see files in all branches.
- **Company Name:** if this person doesn't work for your company (an investor, auditor, attorney or other third party), enter their company here.
- **Role**
- **Allow login to Back Office?** turns their login on or off. Your billing is tied to the number of users who can log in.
#### General Information
Time Zone, Street, City, State, Zip Code, Toll Free/Main, Local/Direct Phone, Cell Number, Fax, and "Please select service provider if you would like to receive task reminders via SMS".
#### Editing and Visibility Permissions
- **Allowed to view "ALL" Files & See Borrower List?** If No, they won't see the main pipeline, only files assigned to them.
- **Would you like this employee to be able to change status and substatus if the file is editable for them?**
- **Allow override of Loan Status Hard Stop rules?**
- **Allowed to create files?** If No, they can't create loan files.
- **Allowed to edit files?** Yes: they can edit all files, whatever the status. No: they can't edit any files. Follow Company Settings: they can edit based on Settings \> Platform Settings \> File Status.
- **Allowed to create tasks?** and **Allowed to create branch?**
- **Allow to Edit or Delete their Own Notes?** If No, they can't delete their own notes on a loan file.
- **Allowed to see private notes?** and **Allowed to see public notes?**
- **Allow to Excel Export File Data?** If Yes, they can export from the pipeline.
- **Allow to Lock/unlock loan information?**
- **Allow to view Contact List?** If Yes, they can create and view contacts.
- **Allow to view commission?** and **Allow to edit commission?** (the view setting's help text says it also lets the user update admin-level info such as status, sub-status and loan program, even when the File Status permission says the file isn't editable).
- **Allow to change/assign branch or broker/agent for a file?**
- **Allowed to see billing section**: if No, they can't see any billing information.
- **Allowed to Edit Bank or Card Information?** If Yes, they can edit the bank and card fields on the Billing tab.
- **Allowed to see Loan Officer/Broker List** and **Allowed to create Loan Officer/Broker**
- **Allow to Copy file?** If Yes, they can copy loan files (in the loan file, under TOOLS \> Copies).
- **Allowed to see all emails**: see all emails on any loan file they have access to, even files they aren't assigned to. Also **Allowed to see Email Inbox** and **Allowed to delete emails** (delete from the loan file's Inbox tab; needs Allowed to see Email Inbox).
- **Allowed to edit Required Doc Conditions**
- **Allowed to select from E-mail address**, with Select All BackOffice Users As From Email, Allow Branch Email as From Email, Allow Broker Email as From Email and Allow Loan Officer Email as From Email.
- **Allowed to see fees in Dashboard File Status Cards?** If on, they see the origination and broker fee totals on the Dashboard status cards.
- **Allowed to set MIN ID?** and **Allowed to manually set MIN ID?**
#### Documents and Notifications
- **Notify if Borrowers/Clients upload a document?** If Yes, they get upload emails (only for files they're assigned to). Saved profiles also have **Notify if Back Office / Branch / Loan Officer / Broker users upload a document?**, which also need them to be assigned to the file.
- **Notify if document upload request is sent to the borrower/client?** Needs them to be assigned to the file.
- **Notify if new file is created?** They get an email when a new loan file is created in their assigned branches.
- **Allowed to share file?** If Yes, Share This File is turned on for them in the loan file.
- **Send File Designation Information to Clients with Public Notes?** If No, emails sent to clients with public notes won't include the assigned employee's or agent's name, phone and email.
- **Allowed to message borrower?** Controls whether they can send email or note updates to the borrower, co-borrower or entity members.
- **Allowed to delete/replace uploaded docs/e-signed docs/binder docs?** Yes: they can delete or replace documents uploaded by anyone. No: only their own uploads.
- **Allowed to send Client Portal, Login Access Information**: if you have the Private Label option, clients can log in and see their file in real time.
- **Allow to send Fax**
- **Enable E-Sign V2**: lets them send documents for signature from the Open E-Sign Workspace.
#### Special Reports or Features
- **Enable Two-Factor Authentication (2FA)?** Adds a login code sent by Email or SMS. For SMS, check the cell number on their profile.
- **Allowed to see dashboard?** If No, the Dashboard is turned off and they go straight to the Pipeline when they log in.
- **Allowed to mass email** and **Allowed to mass update**
- **Allowed to see offers tab?** If Yes, the Offers tab is turned on for them.
- **Allow to Manage Draws?**
- **Allowed to View Fund Management?** and **Allowed to Edit Fund Management?**
- **Grant Servicing Approvals?**
- **Enable Marketplace Tab?** If Yes, they can use the Marketplace.
- **Allowed to Edit File Tracker?**
- **Display any automations that are triggered by this user?** If Yes, they see the automations that are triggered.
- **Allow user to control triggered automations?** If Yes, they can control which automations run.
- **Enable Pricing Engine?** When on, Login and Password boxes appear for the pricing engine.
#### Integrations
Switches for **Credit Reporting Agencies** and **Legal Docs**.
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