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Setting Up Users

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In this article we will cover:

 

The Users Section

  • Open the Administration pane (lower left-hand side of the application)
  • Choose Regions & Users and then scroll down to the Users section. Note that you'll only see the Users section if you have the 'Manage Users' permission as part of your security profile.

Creating and Editing Users

Add a new User

  • To add a new user, click the New button
  • To edit an existing user, click their Username/Email to modify any of the above fields in addition to the following
    • Lock Out
      • Checking this box will restore access to a user who has been locked out of their account
    • If changing the Username/Email and your bank is uploading core relationship data to PrecisionLender, it is critical that you also notify our support team of any email address changes so that we can adjust our relationship mappings accordingly (See Mapping Core Relationships to PrecisionLender Users below).
  • When you are done, you can either Save, or Save and Send Email. 
    • The Save and Send Email will send a welcome email to the user with instructions to set up their password.

Creating a User

 

Removing Users

For database consistency (among other reasons), it is not possible to completely remove or delete a user from PrecisionLender.  However, the user's account can be disabled in cases where that user no longer needs access to the system.  

An example would be if a lender leaves the bank or moves to a different area of responsibility.

To disable a user 

  1. Log into PrecisionLender
  2. Click on the Administration pane (lower left-hand side of the application)
  3. Make sure that Regions and Users menu is selected
  4. Select the user's Username/Email from the Users list near the bottom of the screen
  5. Uncheck the Enabled box and save the user's record

To see disabled users in the Administration area

  1. Log into PrecisionLender
  2. Click on the Administration pane (lower left-hand side of the application)
  3. Make sure that Regions and Users menu is selected
  4. Check the Show disabled users box below the list of Users to include disabled users in the list

Dealing with disabled users

After a user is disabled, that user will no longer appear in the Filter Bar.  However items owned by that user will remain and should be reassigned to other users.

  • Filter Bar: The user will no longer appear in the Filter Bar drop-down menus.
  • Opportunities: Opportunities owned by the user will persist, but should be reassigned to another user manually.
  • Relationships: Relationships owned by the user will persist, but should be reassigned to another user manually.

 

Mapping Core Relationships to PrecisionLender Users

The Relationship Awareness module utilizes data from your core system and displays it within PrecisionLender.

  • In order to assign a Relationship to a specific person, an officer code (responsibility code) must be present in both the Relationship Awareness data files and the PrecisionLender user profile
    • The officer code in PrecisionLender must match the officer code in the data files, including any preceding or trailing zeros. Note: It is not case-sensitive.
    • A user can have multiple officer codes, however an officer code cannot be used for more than one lender. In the example below, L332 and DL5534 could not be used for any other lender
    • You can enter multiple codes by separating them with semicolons as seen below
  • Any officer code changes that impact account ownership will not be reflected in PrecisionLender until the next Relationship Awareness data upload has been processed

 

 
 Officer code field in user edit screen

 

The Default User

If a Relationship belongs to an officer code that has not been assigned to a user in PrecisionLender, it will be assigned to your company’s Default user. The Default user is a profile in PrecisionLender that could be active user or a general email (unassigned@firstexamplebank.com).

  • If you need to change the Default user or want help understanding why a certain relationship is being assigned to the Default user, please reach out to our support team for assistance.
 

User Access Settings

Please see the User Access Settings for Passwords and IP Restrictions article for more details.

 

Send Welcome Emails

A Welcome Email is a PrecisionLender email that will result in users needing to reset their passwords. This option may be useful if password settings  have been updated for all user and their passwords need to be updated.

Option to send welcome emails by region

Clicking 'Send Welcome Emails' button above the Users section will load a screen with a list of all users. You can select the users one at a time by clicking the box to the left of their name.

You can also send welcome emails to users by region by clicking "Send emails to all users by regions" in the gray field below the users list. The dropdown menu will display the regions and subregions you can send welcome emails to.Once you click a region, all of the users with that Home Region will be selected. You can also modify this selection by checking or unchecking the users from the list. Once you have selected all of the users that should receive the Welcome Email, click 'Send Welcome Emails'.

 

Security Audit

PLease see the Security Audit Report for more details.

 

Login History

Please see the Login History Report  article for more details.

 

Refresh 

Selecting the 'Refresh' button above the Users section allows you to refresh the list of user data after updates have been made. 

 

Print Users

Selecting 'Print' allows you to print a pdf of all users with a PrecisionLender account.

Printed Users List example

 

If you'd like a CSV or IQY file of all users, see the Login Usage report in the Security section of the Data Feeds (you must have the Data Feed Access permission as part of your security profile.

 
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