To manage users, you must have administrative access to the account. New users can be added to the account by following the steps below:
1. Navigate to the Admin Settings by clicking on the ‘User Icon’
2. Under Team Settings > Users and Role, click on Add User
3. Fill in the information for the new user.
Filogix ID is required in order to submit to a lender through the Filogix network
Phone number is required by certain lenders
Broker Licence Number is optional and used for document generation
4. Select the role for the new user.
For more information on the user roles and their permissions, click here.
5. To share the credentials with the new user:
For firms setup with password login to Lendesk, the administrator will create a temporary password. It is recommended for administrators to select Force reset on next login so that when the new user logins in for the first time, they would be required to enter a new password.
Note: The administrator will need to forward the temporary password and username (case sensitive) to the user through a secured channel. Upon logging in for the first time, the new user will be required to complete the security questions and enter a new password.
For more information on how to reset a password, check out this article.
For firms setup with single sign-on login to Lendesk, the administrator will need to contact Lendesk support team at support@lendesk.com to complete the setup.
Notifying lenders of new users in your Lendesk team
Note: This is required, as the lender will need to route the applications coming from the new users to the appropriate underwriting channels, otherwise applications may be delayed.
The administrator will be required to provide:
a. Filogix ID to lenders on the Filogix network
b. Lendesk ID to directly integrated lenders
Lendesk IDs are automatically generated when the user is created
If the administrators require assistance to identify the lender types, please contact support@lendesk.com.
Reactivating Users
The administrator can reactivate a user if the user was previously deactivated (please click here to see an article about deactivating a user). This can be accomplished by checking the Account Active check box in the user's profile.
