Toll Free 1-877-506-2744
How can we help?

Setting Up Users

Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF

In this article we will cover:

 

Creating New Users

  • Open the Administration pane (lower left-hand side of the application)
  • Choose Regions & Users and then scroll down to the Users section
  • Click the New button
  • Enter the following data for the new user:
    • Username/Email
    • First Name
    • Last Name
    • Officer Codes
      • Multiple codes can be entered by separating them with semi-colons.
    • Home Region and Security Profile (will determine permissions)
    • Make sure the Enabled box is checked
  • 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.

regions and users pane of the amdinistration screen with the new user button highlighted

Editing Existing Users

  • Open the Administration pane (lower left-hand side of the application)
  • Choose Regions & Users and then scroll down to the Users section
  • Click the Username/Email address of an existing user
  • You may then change the following data for the existing user:
    • Username/Email
      • Important: If 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 the section below Mapping Core Relationships to PrecisionLender Users
    • First Name
    • Last Name
    • Officer Codes
      • Multiple codes can be entered by separating them with semi-colons.
    • Home Region and Security Profile (will determine permissions)
    • Locked Out
      • Check this box to restore access to a user who is locked out.
  • 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.
 

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

If you have the Relationship Awareness Module:
  • Your PrecisionLender account is integrated with your core system
  • Creating new users within PrecisionLender is only half of the battle!
  • Those users must be mapped to your Core Lender Codes.
  • You can now add/remove officer/responsibility codes for users.
    • This will notify the relationship awareness team that the codes have changed so they can update the relationship awareness import configurations.
    • You can enter multiple codes by separating them with semi-colons, as seen in the example.
 user edit screen with officer code field highlighted

How mapping works

  • In order for a core relationship to be linked to a PrecisionLender user, you must first provide us with a mapping of core lender codes (or other unique identifier your core system uses) to PrecisionLender usernames (email addresses) like this:
Core Lender Code PrecisionLender Username
5465 john@firstexamplebank.com
1234 sally@firstexamplebank.com
6546 brian@firstexamplebank.com
7987 william@firstexamplebank.com
  • Once you have provided us with the mappings of lender codes to PrecisionLender usernames, core relationships will appear in the PrecisionLender and be properly related to your users.

Default mapping user

  • Your account has a 'default' mapped user (ie, unassigned@firstexamplebank.com) set up so that any core relationships that can not be mapped, due to missing information, will still flow into PrecisionLender.  However, these relationships will be associated to the default user instead of their respective lenders in the core system.
  • If you notice existing relationships within PrecisionLender that are mapped to the default user, and should not be, please reach out to our support team and we’ll help address the issue.

Adding or changing users at a later date

  • Any time you create a new user within PrecisionLender, no core relationship data will be mapped to that user until you first provide us with their core mapping information.  
  • If you’re interested in adding a new user and linking relationship information to them, simply call us or submit a support ticket to get the ball rolling.
  • You will also need to notify us if you change the email/username of one of your users since that will also affect the relationship mapping.
 
 
Was this article helpful?
Have more questions?