Managing Users and Roles
Organization administrators can add users, assign one or more roles, and control which workflows each user can access.Create a user
- In the Lendflow Dashboard, select your profile in the lower-left corner.
- Select My Organization, then open the User Management tab.
- Select Add User.
- Enter the user’s first name, last name, and email address.
- Select one or more roles and complete the available workflow or permissions assignments.
- Select Save. The new user receives an email to verify their account.
API alternative: Organization administrators can use Create User to create a user, assign valid organization roles, and send the same email invitation.
User roles
Permissions by role
Some permissions may vary depending on who is accountable for the stage - Lendflow or the organization.
Assign multiple roles
A user can have more than one role. For example, a Processor who also manages the organization can be assigned both the Processor and Admin roles.- In the Lendflow Dashboard, select your profile in the lower-left corner.
- Select My Organization, then open the User Management tab.
- Open the menu beside the user and select Edit.
- Select the additional roles in the User roles field.
- Select Save.
FAQ
Who can create a user?
Who can create a user?
An organization Admin can open My Organization and use the User Management tab to create users.
Can a user have more than one role?
Can a user have more than one role?
Yes. The User roles field supports multiple selections. Assign only the roles the user needs to perform their responsibilities.
Why might two users with the same role have different permissions?
Why might two users with the same role have different permissions?
Some permissions depend on your organization’s configuration and whether Lendflow or your organization is accountable for a workflow stage.
Where do I assign an Onboarding, Processor, or Analyst user to a deal?
Where do I assign an Onboarding, Processor, or Analyst user to a deal?
Open the deal and use the assignment selectors beside the deal name. See Manage a Deal in Workflow Live for instructions.
Next steps
Manage a Deal in Workflow Live
Assign Onboarding, Processor, and Analyst users to a deal.