Roles, Teams and Permissions

This folder contains all the information regarding team management and assigning roles and permissions to your team members.

Delete an office, branch, or team
If an office, a branch, or a team is closed, a lender, the delete feature allows lenders to effect this change on their Lendsqr admin console. To delete...
Thu, 5 Dec, 2024 at 1:06 AM
Edit a team member's branch or office
Here is how to edit a team member's current office or branch in your organization through the admin console. 1. Go to organizational settings via th...
Thu, 5 Dec, 2024 at 1:09 AM
Adding a team member to an office, branch, or team
In order to add a new team member to an office, branch  or team all you need to do its follow the steps below: 1. Go to organizational settings through ...
Thu, 5 Dec, 2024 at 1:09 AM
Viewing dedicated account managers
Account managers can be dedicated to specific customers who need to be provided with personalized management services. In order to view the dedicated ac...
Thu, 5 Dec, 2024 at 1:10 AM
Contacting or Messaging Dedicated Account Manager
As a customer it is important to be able to easily access your account manager in order to effectively communicate all pressing issues promptly. Once an...
Sat, 1 Jun, 2024 at 12:57 PM