---
title: How to add a user in Manage Licenses?
description: This article explains how to add a user to the Manage Licenses list.
---

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January 24, 2024

# How to add a user in Manage Licenses?

## This article explains how to add a user to the Manage Licenses list.

License Management empowers users of The Mortgage Office® to conveniently manage their company's user and security settings **within** the **software**. The **Manage Licenses** tab serves as a comprehensive list of all users who may have access to **one** or **more** of your company's databases.

### To add a user to the Manage Licenses tab:

- Click the **white circle** containing the **blue letter** ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jan-22-2024-05-11-53-9260-PM.png?width=21&height=21&name=image-png-Jan-22-2024-05-11-53-9260-PM.png) in the top right corner of The Mortgage Office®.
- In the drop-down, click **Account.**
- Click the **Manage Licenses** tab.
- Click ![Add new PLUS sign w border\_r-PNG](https://help.themortgageoffice.com/hs-fs/hubfs/Add%20new%20PLUS%20sign%20w%20border_r-PNG.png?width=45&height=25&name=Add%20new%20PLUS%20sign%20w%20border_r-PNG.png) **New** and enter the following information:

| **Field:** | **Description:** |
| --- | --- |
| **Email** | Enter the login **email** for the user. |
| **Name** | The user’s **name**. (Maximum of 65 characters) |
| **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png) Active** | Toggle this option **on** to allow a user to access and use the software or toggle this option **off** when you want to disable a user's access without deleting the user completely. TIP: This is an option for users that **occasionally** need to access a specific module. |
| **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png) Administrator** | Select this option to give user **full access** to all available functions inUser Managementincluding adding, deleting, and editing users and user groups.  NOTES: - This is a great option for your **IT** employee or company to be able to add, remove, or edit users without accessing any information in the software. - There can be **multiple Administrators** within the **Manage Licenses** tab. |
| **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png) Loan Origination** | Toggle this button to provide **access** to the Loan **Origination** Module. TIPS: - If the toggle button is greyed out, this means that you are **at** or **over** your license limit. - This will also be indicated by the numbers to the left of the **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png)** Loan Origination field. - You will have to toggle access to the Loan Origination module **off** on another user for the module to become available to this user. - You can also contact your account manager to **purchase** additional licenses. |
| **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png) Loan Servicing** | Toggle this button to provide **access** to the Loan **Servicing** Module.  TIPS: - If the toggle button is greyed out and you're not able to toggle the access on or off, this means that you are **at** or **over** your license limit. - This will also be indicated by the numbers to the left of the **![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=27&height=18&name=image-png-Nov-03-2023-05-50-39-9692-PM.png)** Loan Servicing field. - You will have to toggle access to the Loan Servicing module **off** on another user for the module to become available to this user. - You can also contact your account manager to **purchase** additional licenses. |

- Click ![save button](https://help.themortgageoffice.com/hs-fs/hubfs/save%20button.png?width=52&height=18&name=save%20button.png) **Save** to save the information and add the User or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=56&height=22&name=CANCEL.png) **Cancel** to abort the changes.

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