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.
2. Click the Add User button - the following window will open.
3. Enter the Login, Password, First Name, Last Name, Email and Phone.
4. In the Permissions area add 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 |
---|---|
Loan origination | Access to the ‘Origination’ workplace |
Risk Evaluation | Access to the ‘Risk Evaluation’ workplace |
Reports | Access to 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 |
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 |
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 |
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.
Administrative permission access levels include: System administration - provides access to the System workplace. There one can manage the TurnKey Lender portal: create users, /wiki/spaces/TLKB/pages/403013904, 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. |