A step-by-step guide on how system admins can add a user.
- Click Settings in the top banner
- Click Users section
- Click Invite New Users
- Add the first name, last name, and email address of the user you wish to add.
- You can add multiple users at once by separating users with a comma after the email address
- Once you are satisfied click Add to List
- Click Add New User Role
- Choose from the drop-down any roles the user should posses.
- Set your Branch and campaigns accordingly to loan access
- 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.