How to add a user in Manage Licenses?

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 in the top right corner of The Mortgage Office®.
In the drop-down, click Account.
Click the Manage Licenses tab.
Click 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)
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.
Administrator	Select this option to give user full access to all available functions in User Management including 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.
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 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.
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 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 to save the information and add the User or Cancel to abort the changes.

How to add a user in Manage Licenses?

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

To add a user to the Manage Licenses tab: