Staff Members

Managing your staff team is an important part of running a successful lending operation. Lendbox allows you to add and organize Staff Members with specific roles and permissions.

In this section, you’ll learn how to add new staff members and give them the necessary access permissions and roles to ensure everyone has the right access to the tools they need.

Roles

Roles define a staff member's position or job title within the business. Each role comes with specific permissions that determine the actions a user can perform within Lendbox.

You can create custom roles tailored to your organization's structure by clicking Add Role. Each custom role can have permissions customized to suit specific needs.

To add a Role follow these steps:

Go to the Staff Management Page:
Click on the Staff Management tab in the sidebar.
Open the Staff Section:
- Select the Staff tab to manage roles.
Add a New Role:
- Click the Add Role button to create a new role.
Enter Role Details:
- Name: Type in the name of the role, i.e Loan Officer.
Save the New Role:
- Once all information is entered, click Save to create the new role.

Permissions

Permissions are the actions or operations that a staff member can perform within the Lendbox application. These permissions are linked to roles to ensure proper access control.

Permissions can be set by clicking Set Permissions on a specific role.

Staff Members

Staff Members are the individual users of your Lendbox system. Each staff member is assigned a role, which dictates their permissions within the platform.

To add a Staff Member follow these steps:

Go to the Staff Management Page:
Click on the Staff Management tab in the sidebar.
Open the Staff Section:
- Select the Staff tab to manage staff members.
Add a New Member:
- Click the Add button to start adding a new member.
Enter Member Details:
- Name: Type in the member's full name.
- Email Address: Enter their email address.
- Role: Choose the team member's role.
Save the New Member:
- Once all information is entered, click Save to add them to your team.

The team member will then receive an invitation link in their email address.

By following these steps, you can easily manage your staff and assign appropriate roles and permissions.

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Last updated 2 months ago

Roles

Roles define a staff member's position or job title within the business. Each role comes with specific permissions that determine the actions a user can perform within Lendbox.

You can create custom roles tailored to your organization's structure by clicking Add Role. Each custom role can have permissions customized to suit specific needs.

To add a Role follow these steps:

Go to the Staff Management Page:

Click on the Staff Management tab in the sidebar.

Open the Staff Section:

Select the Staff tab to manage roles.

Add a New Role:

Click the Add Role button to create a new role.

Enter Role Details:

Name: Type in the name of the role, i.e Loan Officer.

Save the New Role:

Once all information is entered, click Save to create the new role.

Staff Members

Staff Members are the individual users of your Lendbox system. Each staff member is assigned a role, which dictates their permissions within the platform.

To add a Staff Member follow these steps:

Go to the Staff Management Page:

Click on the Staff Management tab in the sidebar.

Open the Staff Section:

Select the Staff tab to manage staff members.

Add a New Member:

Click the Add button to start adding a new member.

Enter Member Details:

Name: Type in the member's full name.
Email Address: Enter their email address.
Role: Choose the team member's role.

Save the New Member:

Once all information is entered, click Save to add them to your team.

The team member will then receive an invitation link in their email address.

By following these steps, you can easily manage your staff and assign appropriate roles and permissions.