Note: Only accounts with Administrator permissions are able to make new or edit existing accounts. LOs cannot make their own accounts; they must have an administrator create an account for them.

To create a new user account, navigate to the Settings page and select the "Users & Permissions" tab. Then select "Add."

You will need to provide the following information:

· Full name

· Mobile phone number

· Email address

· User's Timezone

Timezone is required in order to calculate exact timestamps on documents.

You will also need to select a role and permissions for the new user. Depending on the selected role, you may need to provide additional information.

Accounts can have one of three roles: User, Processor, or Originator. You will need to provide additional information about the user based on the account role.

User role accounts do not require any additional information. This is an ideal setting for system administrators who will not be interacting with loans.

Processor accounts require the following additional information:

· Business Title

· Business Phone

· Encompass Username

Additionally, processor accounts can be assigned a loan team, a lead distribution factor, and can enable or disable leads.

Originator accounts require all the information that processor accounts require, as well as:

· NMLS Number

· Licensed States

· Virtual Calendar URL

· Loan Team

Additionally, you may also link a CRM account and enable or disable Velocify.

Permissions are separate from user roles. While roles determine what information we need about the user, permissions determine what the user is allowed to look at and what actions they may perform.

For a detailed breakdown of permissions, see User Permissions.