---
title: "LoanSafe™ Connect Users and Roles"
slug: "users-and-roles-loansafe-connect"
updated: 2025-09-30T22:50:27Z
published: 2025-09-30T22:50:27Z
canonical: "docs.cotality.com/users-and-roles-loansafe-connect"
---

> ## 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.

# LoanSafe™ Connect Users and Roles

## 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

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#### Managing the Users

> [!NOTE]
> **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.

1. Click the **Users** tab.
2. Click **Users-List 1** to review users who are actively working in LoanSafe™ Connect.
3. Click **Users List 2** to review users who are no longer active in the system.
4. In the **Users - List 1** page click the check box to select a Single or Multiple Users to manage user settings.
5. Click the **Assign Role** button to assign a specific role from the pick list (Admin, Risk Manager, Ops Manager, Underwriter/Analyst, Processor).
6. Click **Move to Users – List 2** to move users as needed.

> [!NOTE]
> **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

1. Select the **Roles** tab.

> [!NOTE]
> **Note**: The Underwriter/Analyst role is set as the default role when a user logs in for the first time.
2. Click the **Add Role** button to assign a new role.
  1. Enter the **Role Title**.
  2. Select the applicable **Permissions**.
  3. Click **Add Role** to save your settings.
3. Click **Edit** next to the role title to update the permissions.
  1. Next update the applicable **Permissions**.
  2. 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.

---

## Further readings

- [LoanSafe™ Connect Administrator Overview](/ext/docs/admin-overview-loansafe-connect#overview)
- [LoanSafe™ Connect Alert Configuration](/ext/docs/alert-configuration-loansafe-connect#overview)
- [LoanSafe™ Connect Settings](/ext/docs/settings-loansafe-connect#overview)
- [LoanSafe™ Connect Uploads](/ext/docs/uploads-loansafe-connect#overview)
- [LoanSafe™ Admin Reports](/ext/docs/procedure-article-template-5#overview)