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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:

Table of Contents
minLevel2
maxLevel3
outlinefalse
typelist
printablefalse

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.


Preferences

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

Default Customer Type

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

Default Home Page

Set the default home page to one of the following :

  • inFlow

  • Main Dashboard

  • My Pipeline

  • Partners


Log Out

Click Log Out to immediately exit the Insellerate platform.