***This feature requires the user to have Admin permissions/rights***

You may access the Admin panel by clicking the "Dashboard Quick Menu" icon

to reveal the "Settings" option as shown below:

You may add users to LoanCirrus and give each user a role that grants access/permissions to the different functions of LoanCirrus. This module allows you to:

This feature is accessible by clicking

from the top navigational pane on the Admin Dashboard or by clicking the dashboard icon below:

This will render the screen displayed below granting access to the options listed above:

The table displayed may be filtered by status and role

Select the desired filter and view users accordingly.

CREATE A USER

To create a user click

displayed under the Users tab on the Roles Management page. The form below will be displayed to capture the user information required to create a user:

Key in the User’s First name, Last name, and Email address.

Select a branch from the options available or create a branch by clicking said option as shown below:

OR

Select a role from the options available or create a role by clicking said option as shown below:

OR

Select a status for the user from the options provided.

Key in a password for the user

Re-enter the password to confirm

***Please note Password must contain one (1) capital letter and at least one (1) digit and any number of special characters***

Select the API Access for the user

then click

The Users tab of the Roles Management table will be updated displaying the newly created User.

​EDIT USER

To edit a user select the “Edit User” option from the Action list shown below accessed by clicking

for the desired user:

This will render the user information form in edit mode as shown below:

Edit the desired information then click

DELETE USER

To delete a user select the “Delete User” option from the Action list shown below accessed by clicking

for the desired user:

This will render the popup shown below

requiring you to confirm this delete action by clicking

or abort said action by clicking:

Please note: Once deleted this action cannot be undone.

VIEW USER PERMISSIONS

Permissions throughout LoanCirrus are roles-based (a combination of different permissions is granted to each role defined), and each user is assigned a role hence inheriting its permissions. To view a user’s permissions, select the “View User Permissions” option from the Action list shown below accessed by clicking

for the desired user:

This will render the page shown below:

Click

next to each category of permissions to view a list of all the permissions granted under that category for the user/role. It will be displayed as shown below:

ASSIGN USER ROLES

To assign a role to a user select the “Assign Role” option from the Action list shown below, accessed by clicking:

for the desired user:

This will render the page shown below:

Select the desired role from the list of configured roles

then click

REASSIGN USER APPLICATIONS

for the desired user:

This will render the page shown below:

Select the desired user from the list

Choose an application to assign, if applicable

then click