TurnKey Lender supports multiple user accounts which helps lenders manage duties and permissions of their employees.
You can create as many user accounts as you need in TurnKey Lender. This article describes how to add new users, configure the management of duties, and provide users with permissions specifically tailored to their role in the organization.
User access permissions management
- Navigate to the System workplace and open the Users Settings workplace, open the Accounts tab on the left and choose Users.
2. Click the Add User button .
3. The Add User window opens.
4- the followingwindow will open.
3. Enter the Login, Password, First Name, Last Name, Email , and Phone.
54. In In the Permissions area add the check marks next to the functionality you'd like the user to have access to. You can provide several permissions for one user.
Permissions hints description
- Access to the certain workplace.
| Permissions | Hints |
|---|---|
| Loan origination | Access to the ‘Origination’ workplace |
| Risk Evaluation | Access to the ‘Risk Evaluation’ workplace |
| Reports | Access to |
| Note |
|---|
Several permissions can be assigned to one user. |
| Info |
|---|
To cover the essentials of lending operation, you may need users with access to Origination, Underwriting and Servicing workplaces. |
| the ‘Reports’ workplace | |
| System administration | Access to the ‘Settings’ workplace |
| Archive | Access to the ‘Archive’ workplace |
| Collection | Access to the ‘Collection’ workplace |
| Underwriting | Access to the ‘Underwriting’ workplace |
| Collateral management | Access to the ‘Collateral’ workplace |
| Loan servicing | Access to the ‘Servicing’ workplace |
- Extra functional on the workplaces.
| Permissions | Hints |
|---|---|
| Assignment officer | Allows assignment of loan applications to other users on different stages. Permission for a workplace should be also assigned |
| Edit/Reverse repayment transaction | Access to editing and reversing payment transactions. Please note that editing/reversing repayment transactions is available on the 'Loan servicing', 'Collection', and 'Archive' workplaces. However, to access the feature from 'Archive' you must have either 'Loan servicing' or 'Collection' permission access enabled with it |
- Access to the Tools workplace.
| Permissions | Hints |
|---|---|
| User KPI | Access to the ‘User KPI’ page on the ‘Tools’ workplace |
| Loan migration | Access to loan creation via Loan Migration tool |
| Customer management | Access to customer management on the 'Tools' workplace Customers page |
| Import transactions | Access to import Payment and Disbursement transactions |
| Import loans and customers | Access to import Customers and Loans to the system |
| Export | Access to export data into Excel reports |
| Blacklist | Access to manage Blacklists. Blacklist can be managed from other workplaces |
- Access to the management.
| Permissions | Hints |
|---|---|
| Vendor management | Access to managing details of all vendors and stores and their staff |
| Branch management | Access to changing the branch a loan application is assigned to |
5. Branch may be selected for the user. You can allow or deny access to loans linked to any branch.
6. Click OK to save the entered data.
| Note |
|---|
Administrative permission access levels include: System administration - provides access to the System workplace. There one can manage the TurnKey Lender portal: create users, manage credit products, upload system documents, decisioning rules, scorecard, etc Reports - provides access to the Reports workplace to analyze the lending company performance based on historical data. Archive - provides access to the Archive workplace where one can analyze the borrowers' historical data. Branch management - create new and manage existing branches. |
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