How to Edit User Roles
- Ben Burnett |
- 0 step |
- 33 seconds
Click "Settings"
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Click Users.
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Locate the user and click this icon.
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Click "Available User Roles"
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This example is using the "Loan Officer"
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Click the "Branches" field and assign a branch. Note: LOs can only be assigned to one branch.
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Define campaign access if needed or leave set to All.
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Click "Save Changes"
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Click "Save Changes"
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