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Adding and Approving New Users Inside Your Organisation

Adding your colleagues to the Mast platform

Henry Stanley avatar
Written by Henry Stanley
Updated over a year ago

As a lender, there are broadly two kinds of users you can add to Mast: lender and broker users.

Creating lender users

This refers to people who work with you โ€“ย in underwriting, credit risk, or another department related to mortgages.

The simplest way to create a new user is to invite them to the platform.

  • Log into Mast and click Dashboard

  • Navigate to the Users section.

  • Select Invite user.

  • Fill in the form.

  • Set 'role' to lender or lender admin.

    • Lender: can access all the lender's applications, view products and policies.

    • Lender admin: same as a lender, but can also manage and approve user accounts, make changes to products and policies, and set the 'policy approver' flag on user accounts.

  • Click 'Send an invitation'. An email will be sent to the specified address inviting the user to create an account.

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