User Management

In this video, we’ll cover the basics of user management in Credit Workbench. To manage users, we’ll first go to the administration menu on the left side and choose “My Users.”

Here, we see a list of all active users already in the system, including their roles. Next, we’ll choose “Add User.”

The user will, of course, be active, and now we need to choose a role. Account Managers have full privileges within the system. They can manage users, configure forms, and handle credit application requests. A Credit Manager can review customer details submitted in the system, as well as send requests. Finally, Sales has the ability to send signing requests to customers.

We configure the user’s email and phone number. The phone number is important if you’ve enabled two-factor authentication, as that is how the user will log into the system. Once we hit “Submit,” we’re taken back to the user screen.

Your new user will receive an email including their temporary password. When they log in, they will use that temporary password to create their permanent password. If you have configured two-factor authentication, they will set that up as well.