Assign a Support User


The Company Dashboard allows for multiple individual accounts to be housed under a single Company Account. As a company admin, you'll have access to different company settings, overrides, and users.


Among these settings, you'll have access to assign a user to a team's pipeline.


How to Use

From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:






Select the Assign Support Users button:






In the Users section, type out the name of the user you want to have support access and select from the options that appear:






In the Teams section, type out the name of the team you want the user to have access to and select from the options that appear:






Select the users' permissions. Select Save to confirm access:

Note: A superuser is a trusted expert in your company and can do anything that the manager can do in their Floify account. A regular user can simply view all loans.






The support user should now be able to select the new team by selecting their team name in the top right hand corner.




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