Add A User Request

Tell us about this new user of yours.

  • System Administrator's Information

  • Replacement User Information

  • New User Information

  • User Social Media Information

  • Branch Information

  • New User Address

  • New User Logo, Photo and Database

  • Upload User's Logo
  • Upload User's Photo
  • Upload User's Database
    Accepted file types: xls, csv, xlsx.
  • Define User Permissions

  • Record Access
  • Permission to Send Mass Emails
  • Permission to Create/Edit Email Templates
  • Permission to Export Data
  • Permission to Delete Records (Contacts, Loans, Etc.)
  • Any Special Permissions or Requests?
  • Additional Information