Creating Users

Administrators with the proper permissions can create new users on the Users > Create User page.
  1. In the task menu, click Security and then in the security navigation pane, click Users.
  2. Click Create.
  3. Enter information in the fields provided.
  4. Enter a valid Email address.
    Note: Users are identified by the email addresses. Ensure that the email address is unique. To receive instructions on resetting password before logging in, you must enter a valid email address.
  5. Select the user Time zone from the drop-down list provided.
    Note: When you select a user time zone, application processing screens that display date and time accurately display user time zone.
  6. (Optional) Specify the lending limit for the user.
    Lending limit is the maximum amount that the user can approve. For example, user 1 can approve up to an amount of 10,000, while user 2 can approve up to an amount of 100,000.
    Note: A user will not be able to approve, decline, or withdraw an application where the loan amount exceeds this limit.
  7. Add roles by selecting them individually from the Available list in the Roles area and clicking Add. To add all of the available roles, click Add all.
    Use the Remove option to remove roles from the Selected list.
  8. Add groups by selecting them individually from the Available list in the Groups area and clicking Add. To add all of the available groups, click Add all.
    Use the Remove option to remove groups from the Selected list.
  9. Add applications by selecting them individually from the Available list in the Groups area and clicking Add. To add all of the available applications, click Add all.
    Use the Remove option to remove applications from the Selected list.
  10. Select the default application from the drop-down list provided.
  11. Click Create.
    An email is sent to the user's email address with instructions to reset the password and log in to the application.

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