How to create and manage Vendor and Store Users
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.
Create a Vendor User and Define the Settings
To create a Vendor User, select the “Users” tab and click the “Create vendor user” button.
Define all the basic details of the User (login, password, name, email, phone number) - all the fields are mandatory
Define permissions.
The following permissions can be available for a vendor user:
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:
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.
Select the “User” tab under the Store name and click the “Create store user” button.
In the emerged window, define all the basic details of the User (login, password, name, email, phone number) - all the fields are mandatory, as well as permission that shall be available to the Store User.
The list of allowed permissions is less - Store Users, subject to their permissions, may only access the Origination and Monitoring workplaces and assign the loan application to themselves or other users.