Overview
Create new users by assigning profiles, configuring billing and product access settings, selecting user types, and applying user privileges in Credco.com.
Create new users
Sign In to Credco.com using your credentials.
From the Order Dashboard (Home), open the Profile menu, then click Administration.
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
Note: Usernames must be at least six alphanumeric characters long and include at least one letter and one number. Special characters are not permitted.
Click Next to advance to the Supplement & Verification/Order Products tab
From the Profile User belongs To dropdown, select the profile you want to assign the user.
Choose the billing settings for the user:
Leave Override Profile Default disabled to assign the user the default billing account setting.
Enable Override Profile Default to use a different billing account, then select the desired account from the Default Upgrade Account dropdown.
Optionally, to allow the user to order products using additional account numbers, enable the Order Products toggle. Then, select the applicable account numbers from the Available Account Numbers panel and click Add to move them to the Selected Account Numbers panel.
Note: If Order Products is not enabled, the user can only order products using the billing account assigned in the previous steps.
Update the Loan Officer Code, if applicable. By default, the code is formatted as Last Name, First Name.
Note: The Loan Officer Code is required for tracking user transactions.
Enter the user’s Branch ID.
Note: The Branch ID fields is required for tracking user transactions.
Click Next to advance to the Type of End Users tab.
Select the appropriate User Type for the user.
To utilize the privileges linked to the profile, ensure Inherit User Features from Profile is checked.
Tip: Clear the Inherit User Features from Profile checkbox to manually configure the user's privileges and product access in the User Features (Privileges) section.
Click Next to advance to the Password Assistance tab.
Enter a Modification Description.
Click Save & Close to create the user account, or click Save & Add Another User to create an additional user.
Note: The new user receives an email containing a temporary password and instructions to create a new password.
Outcome
You can create new users in Credco.com by assigning profiles, configuring billing and product access settings, selecting user types, and applying user privileges.