Edit Existing Users/Set Up New Users - Lenders : MBSi Corp.

Edit Existing Users/Set Up New Users - Lenders Print

Modified on: Mon, 17 Oct, 2022 at 1:26 PM

This article applies to Company Admins

Edits to Existing Users

Step 1: Navigate to Settings > Company Employees.

You will automatically be taken to the Active Employees tab

Step 2: Select the desired employee

Step 3: Under Manage Login/Password you can edit information such as employee type, company address, email, time zone, etc.

Note: Changing the time zone will allow critical dates/times to be captured in the user's time zone, such as On-Hook, Asset Recovery, Refresh Bubble Counter last update, etc.

Adding New Users

Step 1: Navigate to Company Employees

Step 2: Click on +Employee List

Step 3: Fill out the Add New Employee form then click Save

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