Managing LB Tax Application Office Locations / User Assigned Locations

LoanBeam account administrators can use the "Office Location" tab in LoanBeam to add multiple office locations to their account.

• Hover over the Username in the Dashboard and navigate to Admin > User Management > Office Location tab.

• You can add, edit and delete the office locations from here.
• You can also assign users to the locations from here.

The grid on the right side displays all the added office locations.

A default location "Corporate" is created automatically when a new account is created.

• A user assigned to this location can view all the loan applications added under his account i.e., he can view loan applications added under all the office locations.

You can filter the office locations as well as clear filter using the Filter and Clear Filter option. You can drag and drop the column headers to the Grouping Area to group the office locations. You can also setup columns to be displayed from the Column Setup button.

To export the office location details to an Excel sheet, click on the  button. The details are exported to excel as shown below:

The "Number of Records" and "Client Account Number" are displayed at the bottom of the grid.

Add Office Location

You can add office locations and assign users to the added office locations from here. Go to Admin > User Management > Office Locations. To add a new office location, click on the "New" button.

All the disabled fields are enabled and the "New" button toggles to "Create" as shown below. To create a new location enter the name of the location in the field for "Office Location" and assign users from the "Assign Users" field to this location.

• Office Location: Enter the name of the location in this field. This is a mandatory field (marked with *).

• Assign Users: Check the checkboxes next to the usernames. You can select all the users by clicking on the "Select All" option or select individual users.

The "Assign Users" list will show all the users that have been added in the logged-in account.

On assigning the users, click on  button to save the details.

If you do not want to save the details click on  button.

On clicking the "Create" button, the added Location will be displayed in the grid on the left side.

The columns for "Created By" and "Created On" will be auto-populated with the username who added the location and system date and time, respectively. If any modifications are made to the added location then the columns for "Modified By" and "Modified On" are auto-populated. These fields cannot be edited.

You can view the number of users assigned to the group by clicking on the linked number in the column for "Assigned Users". The list of users will be displayed as shown below:

Edit Office Location

Go to Admin > User Management > Office Location. To edit an office location, select the office location and click on the "Edit" button.

This will enable the fields for the selected office location for editing.

You can edit the location name as well as assign/unassign users to the location by checking/unchecking the check boxes against the usernames.

On editing the fields, click on the "Update" button. The edited fields will be updated and will display in the grid.
If you do not want to save the changes, click on the "Cancel" button.

The columns for "Modified By" and "Modified On" will be auto-populated, and cannot be edited manually.

You cannot edit the name of the default location - "Corporate" that is created while creating a new account; you can only assign and unassign users to the Corporate location.

Delete Office Location

Go to Admin > User Management > Office Location. To delete an office location, select the office location and click on "Delete" button.

The below message will appear. Click "Yes" to confirm deletion or else click "No".

A location can only be deleted if there are NO users assigned to the location and there are NO loan applications added under the location.

The default location - "Corporate" that is added when a new account is created cannot be deleted.