A user profile is created for each user in Expert. The profile is usually determined by the Firm, Broker or Administrator, and consists of the following settings.
User Information - name, phone, address, etc.
User Type - the user's title (broker,
agent, associate, regional manager, administrator, or assistant),
which in turn dictates their level of responsibility. Each user type
is associated with a corresponding set of user rights that determine
what functionality can be performed in Expert based on their level
of responsibility.
User Rights - is a set of options
that determine what functionality can be performed in Expert, such
as pull credit bureaus, submit to lender, etc. Each set of user right
is associated with its corresponding user type. However, the individual
options within the set of user rights can be changed to meet a specific
user's needs. For example, typically a user type of Assistant cannot
pull a credit bureau on a deal, but this can be changed if needed.
Deal Access Rights - what
deals the user can access.
User Association and Options - associate one user with another user so that both users are automatically on each deal. Select Life Insurance provider, select third party services, etc.