Users can be added to your Gateway portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. ***Every user account needs a different email address. Two accounts cannot share the same email address on your portal***

There are three User Types available:

• Lender - This would be someone within the organization that will administer the site, manage the application queue, and/or will be assigned applications to review.
• Borrower - This user type is the applicant and is created when they register on the site (either by email invite from the Lender or starting an application from the Home page).
• Third Party - This user would be someone outside your organization that you still want to give access to applications for document upload. This could be a banker or applicant accountant, for example.

To add Lender users to your site:

• Click on your profile icon in the upper right corner of your portal

• Select Site Settings

• Go to Users menu

• Click Add User

  • Enter First name

  • Last Name

  • Email

  • Set the User Type as Lender User

  • Set Role to Staff User, Lender Admin, and/or Manager. You can choose one or multiple roles

    • Staff User - This permission is for Loan officers, processors, etc. If you only assign this role, then the user will only be able to access the applications they are assigned to within the portal. They will be able to create applications and invite applicants to fill out. They will be automatically assigned to applications they start.  They do not have access to the Site Settings menu.
    • Manager - This permission allows the user to access all applications within the portal. They will be able to create applications and invite applicants to fill out. They will not be assigned to applications they create. They do not have access to the Site Settings menu.
    • Lender Admin - Can access all applications on portal and access the Site Settings (Administration) menu to make changes to applications. They will be able to create applications and invite applicants to fill out. They will not be assigned to applications they create.
• Click Send Invite
• An invitation will be sent to the User to register

• Users name will appear in the user menu once they have registered on the portal

To add Third party users to your site:

• Click on your profile icon in the upper right corner of your portal

• Select Site Settings

• Go to Users menu

• Click Add User

  • Set the User Type as Third Party

  • Enter First name

  • Last Name

  • Email

  • Set the User Type as Third Party (if not previously done)

  • Click Send Invite
• An invitation will be sent to the User to register

• Users name will appear in the user menu once they have registered on the portal

• After the user is registered, you will be able to assign them to applications

• Please review Third Party capabilities in our KB article Gateway Third Party user