---
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.
A back office user is someone on your in-house staff or administrative team, such as a Manager, Processor, Underwriter or Closer. Back office users don't include originators: loan officer profiles are for account executives or similar team members who actively manage loan files, and broker profiles are usually for outside referral partners. Only users with the Manager (Admin) role, or with "Enable Manager Permissions" on, can create users and change platform settings.
**Watch:** add a back office user and set their permissions in about 3 minutes.
### 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**. LendingWise doesn't send an invite email or create a password for you, so set a simple starting password and share it with the new user yourself. After they log in, they can change it to something more secure: click their name in the top right corner, then **Change Password**.
4. Set the permissions in the sections toward the bottom of the page (click **Open All** to see them all). Whenever you give someone login access, go through every permission so they get the right level of access to your system and your data. Each permission has an info icon that explains what it does; the "What each setting does" section below covers the main ones. If something still isn't clear, reach out to our support team.
5. Click **Save** and wait for the page to refresh. You'll see "Inserted Successfully" and land on the new user's profile.
**Check every permission right after saving.** Several settings change automatically 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 see your seats, click your name in the top right corner, then **Modify Plan / Update Billing**: it shows the number of users on your plan, how many can log in, and how many seats are still open. To add or remove users from your plan, email [helpdesk@lendingwise.com](mailto:helpdesk@lendingwise.com) and our support team will help you make the change. See [Managing Plans & Billing](https://help.lendingwise.com/knowledge/managing-plans-billing?hsLang=en).
Step-by-step 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, a processor who only works on one branch's files. Leave it blank and they can see files in all branches. Multiple branches are only on certain plans, such as Elite.
- **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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