User Management

We have created a User Management feature within uPortal360. Through User Management, a designated person within your company can control what other users/employees have access to and what functions they will be able to perform within uPortal360.

 

What is a User Manager?

A User Manager is someone that can be designated at the time of initial client setup. The person (or people) assigned to this role should be someone who is trusted within your company to make these decisions. This role does not need to be given directly to the owner if they feel they would not have the time to effectively respond to other users within the company if questions arise. It is at the discretion of the owner who they think would best be suited for this role within uPortal360. This is a role that can be changed at any time if needed. If there are company changes, a new User Manager can be designated. The User Manager role can be given to more than one person within the company.

 

Why is a User Manager important?

This role is able to add new users, update current users, or delete users. User Managers are able to send users their login information and send users a reset to their passwords if needed.

The User Manager also has the ability to change each user’s roles, permissions, or location sets. If a user gets promoted within the company or takes on a new position, the User Manager is able to quickly change what their role and permissions are to fit their new position.

You have a User Manager... Now what?

Find more information below on all the functions that are available to User Managers and how you set your users up. 

Types of Roles in uPortal360

Roles

Assigning a role within uPortal360 is an important step in adding new users. These roles will determine the user's access through uPortal360.

  • Client

    Client

    This is one of the most common contact roles for users within uPortal360. In this role, the user is able to originate contracts, submit cases*, can view customer accounts and their data, and can be given access to reports in uPortal360.

    *Cases are used within uPortal360 to reach out to our Support team regarding specific contracts or because of technical issues.

    There are two additional options within a Client role if there are certain limitations that you would like users to have. They are Client - No Cases and Client - Reporting Only.

    Client - No Cases

    In this role, the user can submit contracts through uPortal360 but is unable to submit cases on specific contracts. They will still be able to submit general cases for tech support though. In this role, if needed, the user can also view reports assigned to them.

    Client - Reports Only

    Reporting only client role does not allow the user to submit any new contracts and is unable to submit cases on contracts. They will be able to view any reports assigned to them and to view all customer accounts.

  • Agent

    This role is intended for those who service the contracts. An agent role would allow those users to access all accounts, without being able to set up new contracts. Within a company, they would be able to receive calls (similar to a contact center), take payments and more. 

     

     

  • Lender

    In this role, the user would be able to run reports on contracts that they own and view those consumer accounts. They would not be able to enter in new accounts or take calls.

User Permissions Offered

Loan Origination

Users/Employees are able to create contracts within uPortal360. (This is a default permission to a user with a Client role)

Manage Customers

  • User’s Employees can search for customers through the “Quick Search” and have access to viewing account details. (This is a default permission to a user with a Client role)

Subscription Origination

Users/employees are able to create monthly, quarterly, or annual service subscription agreements if that is a program that is used in your company.

Submit Cases

Users/Employees are able to submit cases directly related to contracts. This could occur during loan origination and when the contract is active. (This is a default permission to a user with a Client role)

Update Contact Info

Allows users to edit consumer contact information on active loans. (This is a default permission to a user with a Client role)

 

View Assignment Invoices

Assignment Invoices provide itemized details on proceeds from purchasing and repurchasing (buyback) activity.

 

View Invoices

Provides users the ability to see all Client Invoices (PDF attachments)

Customers Without Credit Application Queue

With this queue, users/employees will be able to view all customers that were created but, did not complete the credit application.

User Management

Users/employees with this permission will function as client administrators. This means that they will be able to add, delete and edit users within the company; and manage the advanced permissions.

Increase LOC (Full Control)

Users/employees are able to increase or decrease the default line of credit that is established during contract origination.

This permission is given at a Client account level.

Post Payments

This permission allows the user/employees to post payments to the consumer's account. 

This permission is given at a Client account level.

Ok, so now you know the basics!

Let's show you what you can do as a User Manager!