How to create a Vendor/Store User

In order to create a Vendor/Store User you must have created the vendor (Tools → Vendors). Select the vendor for which you wan to add a Vendor or Store user and click the pencil icon.

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Create a Vendor User and Define the Settings

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To create a Vendor User, select the “Users” tab and click the “Create vendor user” button.

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• Loan origination: Access the “Origination” workplace and, therefore, right to initiate a loan application on behalf of the customer

• Vendor management: Access the “Vendor Management” worplace and, therefore, right to manage details of all vendors and stores and their staff

• Monitoring: Access the “Monitoring” workplace and, therefor, view current state of the loan application and related information

• Document verification: Verify documents at all the available workplaces

• Assignment officer: Assign loan application to other users and to oneself at all the available workplaces

• Export: Export information about all and any of the loans provided and to be provided for the vendor’s customers.

Create a Store User and Define the Settings

To create a Store User:

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• Select the “Stores” tab

• In the Stores table, select the store to which the user shall be assigned and click the pencil icon to its right.

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