---
title: "How to Create New Users on Credco.com"
slug: "how-to-create-new-users-on-credcodotcom-newapp"
tags: ["Credco", "credco.com", "System Administration"]
updated: 2026-09-22T18:37:43Z
published: 2026-09-22T18:37:43Z
canonical: "docs.cotality.com/how-to-create-new-users-on-credcodotcom-newapp"
excludeFromSearch: true
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

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

[Embedded content](https://app.storylane.io/demo/f3qajpuwhaaq?embed=inline)

1. **Sign In** to [Credco.com](http://Credco.com) using your credentials.
2. From the **Order Dashboard (Home)**, open the **Profile menu**, then click **Administration**.
3. Click **Create New User.**
4. Complete the **required new user fields** marked with a red asterisk (*), including:

> [!NOTE]
> **Note**: Usernames must be at least six alphanumeric characters long and include at least one letter and one number. Special characters are not permitted.
  - First Name
  - Last Name
  - Username
  - Notification Email Address
  - Verify Notification Email Address
  - Phone
5. Click **Next** to advance to the **Supplement & Verification/Order Products** tab
6. From the **Profile User belongs To** dropdown, select the profile you want to assign the user.
7. Choose the billing settings for the user: (REVIEWERS - UNSURE ABOUT THIS STEP MAY HAVE FRAMED IT WRONG)
  - 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.
8. 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. (REVIEWERS - UNSURE ABOUT THIS STEP MAY HAVE FRAMED IT WRONG)

> [!NOTE]
> **Note**: If **Order Products** is not enabled, the user can only order products using the billing account assigned in the previous steps.
9. Update the **Loan Officer Code**, if applicable. By default, the code is formatted as Last Name, First Name.

> [!NOTE]
> **Note**: The **Loan Officer Code** is required for tracking user transactions.
10. Enter the user’s **Branch ID**.

> [!NOTE]
> **Note**: The **Branch ID** fields is required for tracking user transactions.
11. Click **Next** to advance to the **Type of End Users** tab.
12. Select the appropriate **User Type** for the user.
13. To utilize the privileges linked to the profile, ensure **Inherit User Features from Profile** is checked.

> [!NOTE]
> **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.
14. Click **Next** to advance to the **Password Assistance** tab.
15. Enter a **Modification Description.**
16. Click **Save & Close** to create the user account, or click **Save & Add Another User** to create an additional user.

> [!NOTE]
> **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.