Moneylender Professional - Loan Servicing Software

Network Users

Manage Users dialog To manage the users allowed to access a portfolio through a network, click Configure Portfolio Users from the Portfolio Menu. This opens the Manage Users dialog to create, edit, and delete users.

There are two ways to create a new user: click New in the dialog, or click a user from the list on the left side of the dialog. Then:
  • Click Edit to open the Edit User dialog (pictured below).
  • Enter the user's Full Name in the User Name field.
  • Enter a shorter login ID in the LoginID field. The LoginID and Password must be entered by the user when connecting to the portfolio. If a user forgets the password, open the account. Click the Show button next to the password to display it as regular text.
Edit USer dialog Select the appropriate permission level from the drop-down. If you have additional information you'd like to store about users, use the Custom fields.

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