Add User

1. On the toolbar, point to Security and click Manage Users.

   A list of current users appears.

2. Click Add New User.

   The Manage User: New User window appears.

3. Click the General tab.
4. Complete the following fields:
   • First Name
   • Last Name
   • Email - The valid email address of the individual user; cannot be a shared email address.
   • Password

     New users must change their initial password when they sign in for the first time.

5. Do one of the following:
   • Modify the Access Expires date and time fields. If a user attempts to sign in after this date and time, the user is locked out.
   • Select Never Expires.
6. To enable association of the user with individual loans, complete the appropriate Processor ID field(s).
7. To assign the user access to only the help desk function, select Help Desk Access only.
8. Click Save Tab.