The Settings Page

The Settings page contains all the information needed to configure your Originate account. To get to this page, just click Settings from the top Navigation Menu and you’ll be presented with the following settings options:

Open

1. Users: You can create, delete, edit, and assign roles to members of the team here. This settings option is viewable by Admins only.

2. Roles: Here you can create, delete, and edit the roles that will be assigned to members of your team. This settings option is viewable by Admins only.

3. Approval Workflow: This settings option allows you to create approval levels that will be applied to the loan applications on your platform. This settings option is viewable by Admins only.

4. Edit Profile: You can edit basic information on your Originate Profile.