Overview
Credco tracks user transactions and controls user access based on how a user is initially set up when created in the system. The following article details the information and settings required to create a new user.
Complete User Maintenance Fields
Click Administration in the navigation menu, and when the Administration page opens, click Create New User.
When the End User Administration page opens, go to the User Maintenance tab and enter, at a minimum, the user’s relevant personal details, contact information, and a username.
Click Next to advance to the Supplement & Verification / Order Products tab.
Tip: The username must be a minimum of six alphanumeric characters, contain one letter and one number, and be free of any special characters.
Assign User Profile
Now on the Supplement & Verification / Order Products tab, select the appropriate profile from the Profile User Belongs To drop-down list.
Choose your Profile Default settings.
If you want to assign the user the default billing settings for the selected profile, leave Use Profile Default selected.
If you want to adjust the relevant user billing account, select Override Profile Default and then select the relevant account from the Default Upgrade Account drop-down list.
Select Order Products if the user will be placing orders.
Select the account numbers to apply to the user’s profile in Available Account Numbers and move them to Selected Account Numbers.
Modify the Loan Officer Code field, if desired (defaults to user name), and enter the 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
Now on the Type of End Users tab, select the relevant user type from the Users Type selections.
Confirm that Inherit User Features from Profile is also selected.
Click Next to advance to the Password Assistance tab.
Click Save & Close or Save & Add Another User.