Overview
As an administrator, you can ensure that your team operates efficiently and securely by reviewing users and managing roles, all within LoanSafe™ Connect.
Managing Users and Roles
Managing the Users
Note:
If the Administrator is no longer with the company, you can contact your Cotality Account Representative to deactivate access to the previous administrator.
The Users Tab does not facilitate the creation or management of user credentials. The users will only appear after logging into LoanSafe™ Connect via LOS integration or by using their credentials.
Click the Users tab.
Click Users-List 1 to review users who are actively working in LoanSafe™ Connect.
Click Users List 2 to review users who are no longer active in the system.
In the Users - List 1 page click the check box to select a Single or Multiple Users to manage user settings.
Click the Assign Role button to assign a specific role from the pick list (Admin, Risk Manager, Ops Manager, Underwriter/Analyst, Processor).
Click Move to Users – List 2 to move users as needed.
Note: Once a user is moved they will be transferred immediately without a confirmation message. Make sure your selection is final before proceeding.
Managing the Roles
Select the Roles tab.
Note: The Underwriter/Analyst role is set as the default role when a user logs in for the first time.
Click the Add Role button to assign a new role.
Enter the Role Title.
Select the applicable Permissions.
Click Add Role to save your settings.
Click Edit next to the role title to update the permissions.
Next update the applicable Permissions.
Click Update to save your changes.
Outcome
As an Administrator, you now have the capability to review users and roles and manage their permissions within LoanSafe™ Connect.