1. LendingPad
  2. System Overview

How to add a user?

A step-by-step guide on how system admins can add a user.

  1. Click Settings in the top banner 
  2. Click Users section 
  3. Click Invite New Users 
  4. Add the first name, last name, and email address of the user you wish to add. 
  5. You can add multiple users at once by separating users with a comma after the email address 
  6. Once you are satisfied click Add to List
  7. Click Add New User Role
  8. Choose from the drop-down any roles the user should posses.
  9. Set your Branch and campaigns accordingly to loan access 
  10. Once satisfied click the Invite New Users button. 
  • If you wish to have the user pay for the subscription themselves toggle on the Exclude from company billing toggle. When they go to login they will be prompted for a credit card.