1. First, login to your lender admin profile.
2. Click Manage Users
3. Once on the manage users page, find the admin user you are looking to edit their information.
4. Click Edit to the right of the agent's information and edit the user's info and permissions.
5. Once in the edit tool of the user, editing information and permissions is easy. Below defines the permissions.
To help you decide how to manage each User's Permissions, here is the meaning of each Permission type:
Edit User. This allows the User to change the name, email, and Permissions of other Users.
Create User. This allows the User to create new Users.
Request Compliance. This allows the User to order new Compliance Validations on any given closing agent. (Note: This is a billable event.)
Manage Agents. This grants the User access to the "Manage Closing Agents" tab where they can search for an agency, view statuses, order new validations, review validation history, and activate/deactivate agents.
Activate/Deactivate User. Each User on your account can be Deactivated (i.e. barring their access) or Activated (i.e. a reversal of barring a user's access). This would allow the User to bar access to other Users.