How to Create or Edit LoanBeam User Accounts

Create User   

Hover over the Username in the dashboard and navigate to Admin > User Management > Users. To add users, click on the "New" button.

Fill in the following information fields:

• First Name: Enter the first name of the user.

• Last Name: Enter the last name of the user.

• Email: Enter a unique email address for the user. This is the Login ID of that user and all the email notifications will be sent to this email id. Follow the standard format of email id (for e.g. [email protected]).

• Job Title: Enter the user's designation.

• Time Zone: Select a time zone for the user from the dropdown.

• User Role: Assign a Role to the User. Depending upon the role assigned to the user, the Loan Processors and Underwriters are displayed in the dashboard in the dropdown fields for "Loan Processor's Name" and "Underwriter's Name".

• Office Location: Check the box against the Office Location that you want to assign to the user. Multiple locations can be assigned to a user.

Notes:

User can view only those loan applications that are added within the location(s) assigned to him.
If a user is assigned to the default location "Corporate" then he has access to all the loan applications added within his account.

• User Groups: Assign a group to the user. If no group is assigned to the user then that user can access only the Dashboard section of LoanBeam.

This is how a user account should look like, once establish 

Edit User

To edit a user, select the user from the user's list displayed in the left pane and click on the "Edit" button.

Edit the details and upon editing, click on the "Update" button. The edited fields are updated and saved and display in the user details grid.

If you want to cancel the action i.e. do not want to save the changes then click on "Cancel" button.
The columns for "Modified By" and "Modified On" will be auto-populated as per the system date and time, and cannot be edited.