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