How to add a user to your Lend account
Users can be added to your Lend account so that brokers & admin staff can utilise Lend.
Click on Manage in the bottom left corner of the screen & then select users.
From this new page, select invite users as per the screenshot below.
A pop-up will then appear on your screen in which you can invite the user to your Lend account by typing their email. Please see some further information below:
Access level: You can select if this desired user can see all areas of their dashboard including commissions or if they see all areas of their dashboard excluding commissions.
Viewing leads: You can select wether this user can see all leads across all users or only the leads in which they create.
After all fields have been completed, select the invite button.
You can also edit existing users details & their information by clicking on that user within the user page in Lend. Once this has been selected, you will see a pop-up as per the screenshot below.
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