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Bulk Creation

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This article describes what functions the Org Admin can perform with the CSV file data.

Only the Org Admin can use bulk user registration.

The data contained in the CSV file allows users to do the following:

  • Create Users

  • Map Branch

  • Map State License

  • Map Loan Types

  • Map Org Roles

  • Define UserLead Setting

    • Lead Cap

    • Open Lead Cap

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