If you have an Admin account, you can manage users in Account Settings. See below for common actions in Decipher to manage internal users. For Partners, Principals, Auditor and other external users, contact support for more information on setting up and managing these users or visit our article on how to manage Business Relationships.

Navigate to the Upper Right corner in Decipher and click on the Person icon (👤). From there, click on User Settings in the drop-down.

In User Settings, Click on Create

Fill in the required information for the user. Username must be an email address and must match the address entered under E-mail.

Create an Initial Password. The password can be changed anytime when logging in by clicking on Forgot Password.

Choose the correct settings for the New User. Use the Settings Guide below. Example provided below.

Examples:

Sales - This individual will be set up to access Decipher with a Sales role. The person will only be able to see the deals assigned to him/her (Only Assign to: YES) and will not have authority to approve any applications (Approval Authority: NO). They will only be able to see the Sales pipeline. They are not assigned to any particular team member.

USER SETTINGS GUIDE:

👤 ROLE - Select the appropriate User Role. A role may affect what a user sees and the functions it is allowed to perform within Decipher. If you have questions on the roles in Decipher, please contact us via chat support.

🌪 PIPELINES - Leave the Pipelines option blank if the user will have access to view any/all pipelines. If the new user is to be restricted to viewing specific pipelines, select each one that applies.

👨‍👨‍👧‍👧 TEAMS - If you have previously created a Team under the "Teams" tab, add the team in this step.

🔒 ONLY ASSIGN TO - Select this option if this individual should only be able to see Deals Assigned to him/her. If this option is not selected, all deals will be visible. This feature is especially useful for outside sales, partners or other individuals that should not see other deals/applications other than their own.

✅ APPROVAL AUTHORITY - Select whether the person is allowed to Approve deals YES/No. If not given this authority, the individual will not be able to mark an application as "Approved" or Move/Change its status to Approved. If YES, you may also select the approval amount limit so the individual can approve up to a certain amount only. You may also select the products individually so that the person can be allowed to approve for example Factoring deals only and not other types of financing you offer.

👥 ASSIGNED TO - If applicable, select another Decipher user that this individual will be assigned to.

🧳 RELATIONSHIP - If applicable, select an outside partner, participant or collaborator with whom this individual will be associated with. Only applies to accounts with Business Relationships Tab/enhanced features. Especially useful for outside sales, BDO, outside partners, syndicates, etc.