Overview
You can create new users, assign user profiles, and define user types directly within Credco.com.
Creating new users
Complete user maintenance fields
Click Administration in the navigation menu.
Click Create New User.
In the User Maintenance section, complete the required fields indicated with red asterisks.
Tip: The username must have at least six alphanumeric characters, including one letter and one digit, with no special characters.
Click Next to advance to the Supplement & Verification/Order Products tab
Assign user profile
Open the Profile User belongs To menu.
Select the profile you want to assign the user.
Choose your Profile Default settings.
Leave Use Profile Default selected to assign your user the default billing settings from the chosen profile.
To change the associated billing account, click Override Profile Default and select the account from the Default Upgrade Account menu.
Check the Order Products box to grant the user permissions to order reports.
Select the account(s) from the Available Account Numbers table to associate with your user's profile.
Transfer the selected account(s) to the Selected Account Numbers table.
Adjust the Loan Officer Code from the default of last name, first name, if needed.
Enter your user’s Branch ID.
Note: The Loan Officer Code and Branch ID fields are required for tracking user transactions.
Click Next to advance to the Type of End Users tab.
Define user type
Choose one of the Users Type to assign to your user.
To utilize the privileges linked to the profile, ensure Inherit User Features from Profile is checked.
Uncheck to customize the privileges and products applied to the your user.
Click Next to advance to the Password Assistance tab.
Click Save & Close to create your user’s account, or click Save & Add Another User to create a another user.
Note: The user will receive an email with a temporary password, followed by a prompt to set up their new password.
Outcome
You can now create new users for your organization from within Credco.com.