Navigate In and Out of My Company Dashboard

Overview

If you are a company admin, you may need to go into your company settings or access your team members' accounts in order to make adjustments. Once you're done making the changes, you will need to switch back into your team pipeline to review your loans once again.

This help article provides a tutorial on how to navigate into the company dashboard to access company settings or another team member's account, and then switch back into your loan pipeline.

Video Tutorial

How to Use

From your team pipeline, select your team name in the top right hand corner:

Select the option to go to the Company Dashboard:

Note: If you don't see this option available, you are not set up as a company admin.

Navigate to Company Settings at the top to access the company level settings or select the Users tab to access the users for your company:

Once you're ready to switch back to your own pipeline, select the Users tab and locate your name:

Select the option to switch into the user's account:

You should be back in your active pipeline with access to all your loans and settings: