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User Settings are found by clicking the gear icon on the right side of the menu bar. Drop-down options include:

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User Profile

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Change Password

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Preferences

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User Profile

See the User Profile article for details.

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Change Password

See the How To: Change Your Password article for details.

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Preferences

Click Preferences to set the User Preference for the Default Customer Type and Default Home Page in inFlow.

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Default Customer Type

Set the default to show either the Borrower or the Partners view.

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Default Home Page

Set the default home page to one of the following :

  • inFlow

  • Main Dashboard

  • My Pipeline

  • Partners

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Log Out

Click Log Out to immediately exit the Insellerate platform.