Adding New Users and Managing User Accounts in the Portal
Adding, reactivating and deactivating user accounts
What is User Management?
User management is a feature given to select users on the Orange portal that allows them to :
- Add new users to the portal
- Reactivate users that have been turned off due to inactivity for 60 or more days
- Deactivate users that are no longer working with your organization
- Change the role and information attached to any user within the portal
What's the difference between each role?
- Executive - Can see and edit all deals across the organization. This should be reserved for CEO, COO, other senior employees.
- Operations Manager/Representative - Can submit documentation for loan approval and request milestones. Can also view and edit all deals.
- Sales Manager – All Reps can view and edit their own deals, and deals created by all sales reps in the organization. Should be reserved for high level sales directors and managers who need access to all the deals within the org.
- Sales Manager – Direct Reports - can view and edit their own deals, and deals created by all sales reps that directly report to that manager. This can also be used for independent dealers that report to an installer.
- Sales Representatives - can view and edit their own deals. Must provide a manager that they report to.
When Do I Use Sales Manager "All Reps" vs. "Direct Reports"?
How can I get other admins set up with the user management feature?
If you are an administrator within your organization and you need to give other users the user management feature please contact prodsupport@sunlightfinancial.com. They will need to validate your position within the org before granting this feature.
How do I add users?
1. Click "menu" in the upper right of the screen.
2. Click "user management."
3. Click the person icon with the "+" sign
4. Fill in all the required fields. All sales representatives will need to provide a manager that they report to directly. Independent dealers can be marked as "Sales Manager-Direct reports".
If you are adding a person who has an account with Sunlight already they will need to be added with a new email address. If they want to continue using their current email address they will need to contact prodsupport@sunlightfinancial.com to deactivate their previous account and create a new one within your organization.
