User Management Screen and Actions
Understanding Basic Concepts
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Access the “Users” Screen
The “Users” screen is available on in the “Settings” workplace, under the “Accounts” section.
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It is available to users who have “System administration” permission.
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Actions Available from the “Users” Screen
From the “Users” screen, an authorized user can:
Add new users and define their permissions
View basic user details
Edit user details and permission
Delete users
Understanding Basic Concepts
Users
For the purposes of the TurnKey Lender system and Knowledge Base documentation, “users” are back-office users who have access to the back-office application (AKA “Lender’s portal”). Borrowers having access to the Borrower’s Portal and Investors using the Investor's Portal are NOT covered by the term Users.
User Roles and Permissions
Each user created in the system is granted a specific set of permissions. The permissions define what actions the user can perform in the system. Please see the User Permissions article to learn more on the matter.
In the real life, a specific set of permissions is often held by people that perform the same or similar roles in the company. Technically, roles are not entities in the system, but for that the sake of convenience, system documentation and some of the hints and explanations can use the names of the roles. Please see the Roles and Permissions article to see how they are mapped.
These names are very natural and easy to comprehend, e.g. “Admin” is a person with “System administration” permission, “Underwriter” with “Underwriting” permission, etc.