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LoanBeam Administrator Quick Reference Guide

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