Overview
Users may set their preferences for the Default Customer Type in inFlow, the Default Home Page they view when logging in to Insellerate, and define the font type, color, and size for inFlow and Workflow pages. This article covers the following information:
Setting the Default Customer Type
The inFlow section is where users manage their pipeline workflow. The default view for the inFlow page can be set to the customer type that the user most frequently accesses: Borrower or Partners. The default setting is the Borrower view. Regardless of the default setting (custom or standard), users may toggle between both views while working in their pipeline.
Click the User Settings gear icon.
Select Preferences from the dropdown.
The User Preference window opens.
Select either Borrower or Partners from the Default Customer Type dropdown.
Click Update. A green notification at the top right side of the screen confirms the update.
Setting the Default Home Page
Users may choose from four options as their default home page. When the user logs in to Insellerate, the selected default will be what they see. The four options are:
inFlow
Main Dashboard
My Pipeline
Partners
Click the User Settings gear icon.
Select Preferences from the dropdown.
The User Preference window opens.
Select inFlow, Main Dashboard, My Pipeline, or Partners from the Default Home Page dropdown.
Click Update. A green notification at the top right side of the screen confirms the update.
Defining the Font Type, Color, and Size in inFlow and Workflow
Users with access to inTouch and Workflow pages can define the font type, color, and size to improve the usability for users with vision impairment.
Click the User Settings gear icon.
Select Preferences from the dropdown.
The User Preference window opens.
Select the font type from the Font Type dropdown list.
Select the font size using the Font Size sliding size scale.
Select the font color from the Font Color dropdown.
Click Update. A green notification at the top right side of the screen confirms the update.
