Why do you need Vendor/Store User

A Vendor User entity represents a person that usually works with customers at the vendor’s site and has access to TurnKey Lender application in order to apply for a loan for the vendor’s services on behalf of the customer at any of the vendor’s stores.

A Store User entity is similar but limited to a specific store.

How to create a Vendor/Store User

In order to create such a 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 to the ‘Origination’ workplace and, therefore, right to initiate a loan application on behalf of the customer

• Vendor management: Access to the Tools → Vendors setting and, therefore, right to manage details of all vendors and stores and their staff

• Document verification: