Setup Users

Step-by-step guide

Follow these steps to set up users. NOTE – You must have an administrator account to do this.

1. Login to your LoanApp website (i.e. – https://CDCNAME.loanapp.bmisw.com)
2. If the Administration page is not displayed, click on ADMIN at the top of your screen.
3. Click MANAGE USERS

To ADD a User:

1. Click ADD USER
2. Enter Email Address
3. Enter First Name
4. Enter Last Name
5. Enter Password
6. If administrator check the box
7. Click UPDATE

To MODIFY a User:

1. Find user in list
2. Click EDIT
3. Make any necessary changes to the item
4. Click UPDATE

To DELETE a User:

1. Find user in list
2. Click DELETE

To RESET password:

1. Find User in list
2. Click EDIT
3. Enter a new password
4. Click UPDATE
   • Individual users can always reset their own password by clicking on the forgot password link when logging into the site.