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A LoanBeam administrator can manage Users, User Groups, Office locations, Reporting and Billing.
A quick reference guide is attached. It covers:
- Managing Users
- Creating New Users
- Updating Users
- Deleting Users
- Managing User Groups
- Creating New User Groups
- Editing User Groups
- Deleting User Groups
- Managing Office Locations
- Adding New Office Locations
- Updating Office Locations
- Deleting Office Locations
- Reporting
- Units
- Purchasing / Reloading Additional Units