Manage Team Members

Add your company's users and configure their permission levels.

Overview

DigiFi's platform lets you seamlessly collaborate with other team members. You can add and manage your team members from within Company Settings.

🚧

Permissions Required

Only users with Owner-level permissions can add, remove or manage existing team members. Your organization can have multiple users with Owner-level permissions.


Adding Team Members

To add a new team member, click the Add User button and complete the form. The following fields are required: First Name, Last Name, Email and Permissions Type. Once the user has been added, an email will automatically be sent to them to complete the setup process and create their password.


Setting User Permissions

DigiFi offers three level of user permissions and a high degree of flexibility throughout the platform for each level, including the granular ability to set visibility permissions on specific data fields.

The following permissions settings apply in all cases:

  • Owners have full access to all active products, product configurations, integration details, company-level settings, plan selection and user management. This role is intended for the user that controls billing and user setup.
  • Admins have full access to all active products, product configurations, integration details and company-level settings. Admins cannot access plan selection and user management. This role is intended for users that will set up the platform for your company but do not need access to manage billing and user setup.
  • Users have access only to the Loan Origination System product (excluding configuration settings). This role is intended for day-to-day users of the loan origination system, such as loan officers and customer service personnel.

To implement more granular permissions throughout the platform, please visit the Permissions sections of Data Structure and Loan Products.


Managing Users

To manage an existing user, click on the user's row in the table. A form will appear in which you can perform the following actions:

  • Edit User Permissions: Use the Permissions Type dropdown to change the user's permissions level.
  • Manage Phone Authentication: If a user has lost access to their phone, you can disable phone authentication for their account.
  • Deactivate User: To deactivate the user, click the "Deactivate Account" button. This will prevent the user from being able to log into the system. You can reactive an account at any time by clicking "Activate Account".

📘

User Deletion

To prevent loss of data related to prior changes within the platform, DigiFi does not allow users to be permanently deleted. This ensures that the past user actions tracked by the system are not lost.