How to Manage Existing Users on Credco.com

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Overview

As an Administrator, you can manage existing users and their account settings, including user information, access, product permissions, and passwords.


Manage existing users

   

  1. From the Order Dashboard (Home), open the Profile menu, then click Administration.

  2. On the Administration tab, select the appropriate Search by filters, enter your search criteria, and click Search.

  3. From the search results, click the user's Name to open the user record.

  4. Select the relevant tab on the End User Administration page for the task you want to complete.

    • User Maintenance: Use this tab to update the user’s username, personal details, and contact information.

    • Supplement & Verification/Order Product: Manage the assigned profile type, account numbers, Loan Officer Code, and Branch ID.

    • Type of End Users: Manage the User Type (access level), available options, features, products the user can order, and search criteria.

    • Password Assistance: Reset the user’s password.

  5. Enter notes in the Modification Description field to describe the changes you made.

  6. After making all updates, click Save & Close.

Tip: Refer to the System Administration section of this library for step-by-step instructions on common administrative tasks, including:

  • How to Create New Users

  • How to Reset User Passwords

  • How to Disable an Existing User

  • How to Manage Profile Privileges 


Outcome

You can manage existing users and their account settings in Credco.com.