The HUB Administrator Guide
Functionality in the HUB is controlled by assigning associates to a specific role or roles that limit access to specific screens. Assigning more than one (1) role allows the user access to multiple job functions. Example – The roles of Wholesale Processor & Wholesale Secondary together give access to all job functions except for managing HUB access, setting compensation, and Purchase Advice screens. The HUB Access Roles
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Activate an Existing Profile
For users that need to activate the HUB portal that previously had credentials either:
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Add a New User
Step |
Action |
1. |
Click the user icon with your name and select Manage Broker Users.
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2. |
The Broker User Maintenance screen displays all current users. Click the New User button. |
3. |
Enter the User Set Up information. Helpful Tips: · Choose an easy User ID such an email address (between 5-20 characters) to limit future inquiries. · To add Phone Number click the . · Select Limited Loan Access for LO only pipeline view. |
4. |
Enter REMN for the password. Note: The HUB user will not need this password as the email activation notice will include a temporary password. |
5. |
· Broker companies with only one (1) branch will automatically be associated with new users. · For Brokers with more than one (1) branch-Click the Add button to associate the new user with a Branch or Branches. |
6. |
Confirm the branch association and click OK. Note: Broker companies with only one (1) branch will need to confirm the branch association upon Save. |
7. |
If the user is associated with more than one (1) branch, select the Primary branch to display on the user’s Home Screen. Helpful Tip: Users associated with more than one branch can view information for each branch on the home screen by selecting the desired branch from the dropdown. |
Edit User Profiles
Step |
Action |
1 |
Click the user icon with your name and select Manage Broker Users.
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2 |
The pop up will display a full list of company users with access to the HUB. Double click a user to edit. |
3 |
The user’s current settings will display. Update the information as necessary. 1. Update User ID, E-Mail, Name, select Division, Limit Loan Access, etc. · To add Phone Number click the . 2. Update the Primary Branch. 3. Add or Remove access to specific branches of your company. 4. Unlock the Account. |
4 |
To change or add an additional role for a user: · Click the Role Profile tab. · Click the New Role button. |
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Complete the Add New Role pop up: · Select the new Role to be applied (See The Hub Access Roles table for details) · Place a checkmark to Enable the new role. · Place a checkmark if the new role is the Primary role (Default view on Home screen). · Click Save. Notes: Enter the Valid From and Valid Through dates to give temporary access to The HUB. |
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