Overview
As a Super Admin user you can add a new user to Credco.com, assign them to the appropriate branch profile, and create the backend account needed for accessing products and services.
Create a new user and backend account
Select the Administration tab.
Click Create New User.
Complete the required new user fields marked with a red asterisk, including:
First Name
Last Name
Username
Notification Email Address
Verify Notification Email Address
Phone
Select True in the SSO Login Enabled field.
Click Next.
From the Type of End Users tab, select the End User radio button in the User Type section.
Click Next.
From the Supplement & Verification/Order Products tab, associate the user to a profile using the Profile dropdown menu.
Tip: If your organization has multiple branch profiles, use the Name field to search for a partial profile name, for example, the Branch ID/Number, then click Search. Partial searches return the fastest results when working with a large number of profiles.
Select the Order Products checkbox.
Select the Create New Account checkbox.
Enter any relevant notes about the new user account in the Modification Description field.
Click Save & Close.
Review the New User Status popup message, then click OK.
Note: The newly created end user will receive two email notifications that include their account number and password to use Encompass, AUS, and Blend.
Verify account setup
From the Administration tab, select the appropriate search filters and enter your search criteria.
Click Search.
Select the Name or Username link to access the user profile.
Click the Supplement & Verification/Order Products tab.
Observe the Account Number associated with the user account.
Outcome
You can add a new user to Credco.com, assign them to the appropriate branch profile, and create the backend account needed for accessing products and services.