---
title: "How to Create New Users on Credco.com"
slug: "credco-create-new-users"
updated: 2025-10-05T19:07:33Z
published: 2025-10-05T19:07:33Z
canonical: "docs.cotality.com/credco-create-new-users"
excludeFromExternalSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Create New Users on Credco.com

## Overview

You can create new users, assign user profiles, and define user types directly within Credco.com.

---

## Creating new users

[Creating New Users - Credco](https://demo.arcade.software/VZPtUXNsR5RYQMdGQUA5?embed&embed_mobile=tab&embed_desktop=inline&show_copy_link=true)

### **Complete user maintenance fields**

1. Click **Administration** in the navigation menu.
2. Click **Create New User**.
3. In the **User Maintenance** section, complete the required fields indicated with red asterisks.

> [!NOTE]
> **Tip**: The username must have at least six alphanumeric characters, including one letter and one digit, with no special characters.
4. Click **Next** to advance to the **Supplement & Verification/Order Products** tab

### Assign user profile

1. Open the **Profile User belongs To** menu.
2. Select the profile you want to assign the user.
3. Choose your **Profile Default** settings.
  1. Leave **Use Profile Default** selected to assign your user the default billing settings from the chosen profile.
  2. To change the associated billing account, click **Override Profile Default** and select the account from the **Default Upgrade Account** menu.
4. Check the **Order Products** box to grant the user permissions to order reports.
5. Select the account(s) from the **Available Account Numbers** table to associate with your user's profile.
6. Transfer the selected account(s) to the **Selected Account Numbers** table.
7. Adjust the **Loan Officer Code** from the default of last name, first name, if needed.
8. Enter your user’s **Branch ID**.

> [!NOTE]
> **Note**: The **Loan Officer Code** and **Branch ID** fields are required for tracking user transactions.
9. Click **Next** to advance to the **Type of End Users** tab.

### Define user type

1. Choose one of the **Users Type** to assign to your user.
2. To utilize the privileges linked to the profile, ensure **Inherit User Features from Profile** is checked.
  1. Uncheck to customize the privileges and products applied to the your user.
3. Click **Next** to advance to the **Password Assistance** tab.
4. Click **Save & Close** to create your user’s account, or click **Save & Add Another User** to create a another user.

> [!NOTE]
> **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.

---

## Further readings

- [How to Manage Existing Users on Credco.com](/ext/docs/credco-manage-existing-users#overview)
- [How to Manage Profile Settings on Credco.com](/ext/docs/credco-manage-profile-settings#overview)
- [How to Reset User Passwords on Credco.com](/ext/docs/credco-reset-user-passwords#overview)