Introduction
This guide will show you how to create and maintain new users in your CRM. In order for your staff members to have access to your CRM they must be setup as a user in the system.
Each user must also have a license assigned to them before they can access your eKeeper CRM. Please see the Maintain MortgageKeeper Licenceguide for information on how to check you have enough licences.
If you would prefer to learn this in a video format please see the video below.
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Permissions Needed: Add a New User
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Create User >> Then Assign Licence
How to Assign Licence to a User (Maintain MortgageKeeper Licence)Step 3:
Fill out the user’s details, the mandatory fields are highlighted below:
You can tick here if you already have an available licence, manage your licences from:
System Settings >> Maintain MortgageKeeper Licence
How to Assign Licence to a User (Maintain MortgageKeeper Licence)
If you need to request an additional licence - please email: broker.support@finova.tech
Step 4:
Save User >> Send the Username & Password directly to your colleague.
They will be prompted to set a new password & security password upon first login.
Forgot Password?
Login Screen: ‘Forgotten Password’
https://ekeepergroup.atlassian.net/wiki/spaces/ESD/pages/759005190/Password+Reset+Process?src=search
Your super-users can reset any user’s password & check username from System Settings >> Users
Once you are happy with all of the settings click the ‘Save User’ button in the bottom left.
You will then be prompted by a message asking you to enter your password. This is just a check to confirm that you are the user currently logged in, you just need to enter your eKeeper password to confirm.
Optional:
These guides run you through how to enable other features you might need for a new user:
The final panel is for you to choose if you want to associate specific users to automatically associate on cases with this new user. What this means is that if the user you have created is added as either an advisor or admin then the specified user is automatically added as the advisor or admin on the same product.