How to use 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.

Upon purchasing The Mortgage Office® software, the admin user will receive an email containing Supervisor login credentials. The Supervisor user type grants access to a comprehensive range of functions within User Management, such as the ability to add, delete, and edit users and user groups.

After logging in as the Supervisor for the first time, the Manage Licenses page will display a single record in the grid, which represents the Supervisor. From here, the Supervisor can begin adding users and granting access to the modules that have been purchased.

To navigate 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.
• Below are the available functions in the Manage Licenses tab:

Button:	Description:
	Properties. Click this to enforce 2-step email verification for the user, in every database they have access to.   NOTE: If the user still wants to use 2-step verification via a phone number, they can change that themselves in their profile settings. Click the icon with the Initial in the upper right corner, click Profile, click Turn ON 2-step Verification, then enter in the relevant information.
	New. Click this to add a new user to the Manage Licenses tab. Click here to read more about adding a Licensed user.
	Edit. Click this to edit a user in the Manage Licenses tab. Click here to read more about the fields in the Edit User window.
	Delete. Click this to delete a user from the Manage Licenses tab.
	Click this to refresh the Manage Licenses tab.
Send hyperlink	Click this once a new user is added to send an email to the new user with login credentials.
Reset hyperlink	Click this to send an email with a password reset link to the user.  TIP: They can use the password reset link on the Login page as well.