Overview
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 edit the Stack and Send options available.
How to Set Up
From the team pipeline, choose the team name in the upper right-hand corner and select the option to navigate to the Company Dashboard:
Navigate to Company Settings and then Basic Settings:
Scroll down to Stack and Send and select the option to Edit Stack and Send Settings:
Each team account will show these options available when navigating to the Stack and Send Docs option of a loan flow:
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