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Classic - User Registration

Classic - User Registration

Owned by Rebecca Kornblum
May 03, 2024
8 min read

Description

This article covers the following information about user registration.

 

 

 

Overview

The User Registration main grid lists the user profiles that have been created within an organization in Insellerate.

 

Column

Description

Column

Description

Online

Indicates the user’s login status:

  • Green check mark indicates the user is logged in

  • Grey check mark indicates the user is logged out

Active

  • Indicates the user is active or inactive

  • Click Show Inactive Users on the upper right to display both active and inactive users

Lock

  • Indicates which user is being locked

  • Administrator can turn the toggle On to lock specific users

    • User account being logged into must not be locked by administrator or other user

  • Administrator can turn the toggle Off to unlock specific users

  • User account being logged in is automatically locked after a specified number of wrong tries (configurable for each organization)

Add Button

Create a new user

Export Icon

Allows admins to export a complete list of all Insellerate users from the User Administration into an Excel file that is sent to My Reports for download. Filters applied before export will not apply. It includes all fields and inactive users.

Basic Information

The Basic Information section contains information about the user being added/modified.

 

 

Required Fields

Field

Description

Field

Description

First Name

First name of the user being created

Last Name

Last name of the user being created

Password/
Confirm Password

  • Password for user login 

  • Defaulted to Password#1 which can easily be changed

  • See the Reset Password article for more information

Email

Email of the user being created (will be the user’s login username)

Role

Dropdown menu to select the role of the user being created

Time Zone

The time zone the user currently resides in

Branch

  • Specifies what branch the user belongs to

  • A user can only be assigned to one branch at a time

  • Click Add New Branch to create a new branch

Branch Permissions

  • Specifies what branch the user is able to view

  • Can assign users to view all, multiple branches, or to a specific branch and the associated data

  • All permissions grants access to view all branches

Optional Fields

Field

Description

Field

Description

Middle Name

Middle name of the user

Mobile

Mobile number of the user

Work

Work number of the user

Ext and Ext Pass

Extension number and extension password for work number

Caller ID

This number is the Caller ID that the borrower sees when the user makes an outbound call. When the user’s Caller ID is blank on their User Profile page, the Caller ID displays the user’s Insellerate org phone number to the borrower instead. (This is the case when Local Dial Presence is not turned on.)

Fax

Fax number of the user

NMLS#

NMLS number of the user

Report To

Who the user will report to

Job Title

Job title of the user

Peer View Permissions

Gives users the ability to allow a peer within the same branch permissions to view and edit applications

Phone User ID

User identification within external phone system (used for integration purpose)

SMS Number

  • SMS number tied with a specific user

  • SMS numbers must be purchased by Insellerate

Distribution Filters

Distribution filters only apply to the distribution types Distribution Round Robin and Distribute All. The Distribution Filters section helps determine how leads will be distributed to the user. If the distribution filters are blank, it means that no filters are applied and all values of Loan Value, Loan Type, Loan Purpose Type, and State License are accepted. See the Distribution article for more details.

 

 

Column

Description

Column

Description

Lead Cap

  • A specified number will be the maximum number of leads this user will be able to have at a given time.

  • If the Lead Cap is left blank, there is no limit to the number of leads assigned/taken via distribution.

  • If the Lead Cap is specified as 0, the user will not receive any leads via distribution.

Open Lead Cap

Specified number will be the maximum number of open leads this user can take per day.

Unassigned Lead Cap

Specified number will be the maximum number of unassigned leads this user can take per day.

Minimum Loan

User will not receive leads with loan amounts less than specified amount.

Maximum Loan

User will not receive leads with loan amounts greater than specified amount.

Loan Types

  • The dropdown lists the loan types the user is able to take.

  • The loan type mentioned in the campaign data upload or lead post must match one of the specified Loan Type values within the distribution filters to be successfully distributed.

Loan Purpose Types

  • The dropdown lists the loan purpose types the user is able to take.

  • The loan purpose type mentioned in the campaign data upload or lead post must match one of the specified Loan Purpose Type values within the distribution filters to be successfully distributed.

State Licenses

  • The dropdown lists which state the user is able to take leads from if the distribution group has Required State License.

  • The property state or mailing state of the lead mentioned in the campaign data upload or lead post must match one of the state licenses within the distribution filters to be successfully distributed.

Domain/Subdomain Enablement - Email Alias

If your organization is using a different domain or subdomain to send emails, this feature allows you to enter the email alias for the alternate domain/subdomain implemented.

Contact Insellerate’s Customer Support to discuss the process with an Insellerate Professional Services team member.

The following updates are required to add an email alias:

  1. In the More Options section of User Registration, add a new field for each user called Email Alias.

  2. Add a check box next to this field called Send from Email Alias.

    • If Send from Email Alias is checked, the email alias will be the From for all emails sent by the user. The Reply To will remain the primary email address of the user.

    • If Send from Email Alias is not checked, the primary email address for the user will be both the From and Reply To.

 

Custom Fields

Custom Fields are part of inTouch Tags and Webhook Tags. This pertains to the primary agent assigned.

Third-Party Information

User credentials for any third-party integration that the user may have are displayed in this section.

Script Fields

Admins have eight additional fields for internal use. These fields can be customized to add information for users with custom names. They can be displayed in sections in the Application Panel.

  1. Select Script Fields from the User Registration panel.

     

  2. Add information into any number of the eight additional fields. The fields can be named as needed but cannot exceed 500 characters in length. The fields will be displayed in the Application Panel.

     

Notes

  1. Fields are not available for use:

    • Custom Queues

    • Custom Reports

    • My Pipeline

  2. Fields are available in the User Registration Export Files.

Contact Insellerate’s Customer Support to rename fields or add to Application Panel sections for display.

How to Create a New User Account

Administrators can only see users associated with branches they have permission for. When an administrator creates a new user, they can only assign the user to branches they have permission for.

  1. Select User Registration from the Admin drop-down menu.

     

  2. The User Registration (Manage and Edit Users) screen opens.

     

  3. Click Add.

     

  4. The User Registration (New User) screen opens.

  5. Complete the required information (identified with a gold asterisk) at a minimum.

  6. Click Add to submit the new user information.

     

How to Edit an Existing User Account

  1. Select User Registration from the Admin drop-down menu.

     

  2. The User Registration (Manage and Edit Users) screen opens.

     

  3. Click the pencil icon to the right of the user’s name.

     

  4. The User Registration (Edit User) screen opens.

  5. Make the desired changes to the user information and click Update.

     

How to Inactivate a User

  1. Select User Registration from the Admin drop-down menu.

     

  2. The User Registration (Manage and Edit Users) screen opens.

     

  3. Click the Active toggle to No to change the user’s status to inactive.

     

  4. The Confirm Delete Predicate popup window opens showing any remaining applications that need reassignment.

     

  5. Click Confirm to inactivate the user.

 

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