Understanding the difference between user types is essential to effectively utilizing the software. It is important to understand that in the case of “Applicant Users”, a client does not need to create an applicant user to submit an application. Applicant users are necessary for a client to access a previously submitted application through the end-user website. Applicant users can be created during the application process, or afterwards manually during the underwriting process. Regardless of the method selected, they will be posted and viewable in the Users > Applicants tab.
To access the Applicants User List select the Users > Applicants tab. Once selected you will be directed to the following page:
From this page you will see a list of all existing applicants, and some basic applicant information:
- User ID: Every applicant user created will have a unique system ID assigned to them, this value cannot be changed, and is what AutoPal uses internally to track Applicant Users.
- Date Created: Anytime an applicant user is created, in the system, AutoPal will log the creation date allowing you to accurately track the creation of applicant users.
- Full Name: The full name entered and recorded by the client.
- Type: The user type assigned to the applicant user.
- Email Address: The email address entered by the applicant during the creation of the user.
Located to the right of each applicant user you will see a series of tools allowing you to view applications assigned to the user, change their login password, and edit Applicant User information.
Breakdown of Applicant User Tools
Applicants: By selecting this icon you will access a page showing all applications assigned to that applicant user.
You will notice in our example above, that there have been two applications submitted by this particular user. The system will also place a link directly to each application, as well as provide a date of submission, collateral assigned (if applicable), and the status of each application. This makes it very easy for you to track your applications from the perspective of the applicant.
Password: In the event that a customer forgets their password, and can no longer access their applications, you have the ability to reset their password to the end user website. Simply select the “Password” icon, and you will be directed to the following page:
Simply enter a password that matches the password requirements into both fields on this page, select the “Save Password” icon to save your changes. Additionally, you can select the “Email Password” icon to have an automated email containing the password sent directly to the customer.
Please note that applicant user password entry has the following requirements:
- Must be between 6 and 16 characters in length.
- Only alphanumeric characters, no special characters allowed.
- Must contain at least one letter.
- Must contain at least one number.
Once the password has been entered, select the “Save Password” icon to finalize the creation of the password.
Edit: Select the “Edit” icon to access the applicant user information, and make edits if necessary. Once selected you will be greeted with the following options:
Once on this page you can make edits to the applicant user’s name, and email address information. When the desired edits have been made, you can select the “Save Changes” icon to finalize the changes.
Create Applicant: Inside the Users > Applicants > Create Applicant page you will have the ability to create a new applicant user. If this method is selected, you can provide the login credentials to a client and allow them to create applications using a user created by your team. This method is not commonly used as applicants can create their own users on the end user website.
Simply enter the applicant information and select the “Create User Now” icon to finalize the creation of the new user. Once saved, the new user will be viewable directly from the applicant user list.