Administrator Login | Add New User | Delete User | Access Levels | Unlock Account

As your company's eMagic account administrator, you have the power to add new users, delete users, authorize/revoke site access, set access levels, and unlock user and administrator accounts.

Administrator Login

1. To access the options available for eMagic Account Administrators, go to Main Menu -> Tools tab -> Manage Account.
   

Add a New User

1. There are two ways to add new users:

   • Main Menu -> Tools tab -> Manage Account -> Add User Profile
     

   • Main Menu -> Tools tab -> Manage Account -> User Administration -> Add User.
     

2. Enter the new user's email address and click Assign Access.
   
   

3. If the email address you entered already exists, you are led to the User Administration screen to edit the existing user's profile.

4. If the email address is unique, you'll be able to enter new user information. Complete the user profile fields (A), select the institution you're granting the user access to (B), and select the appropriate attribute and function checkboxes (C). You can also authorize sign-ups for eMagic private label sites. Click Save (D).
   

5. The user will receive two e-mails from customer.care@emagic.com. For security reasons, the Login ID and Password are e-mailed separately.

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Delete a User

1. Main Menu -> Tools tab -> Manage Account -> User Administration.

2. From the User Administration screen, select the radio button for the name you wish to delete and click Delete.
   

3. On the Delete User Profile screen, select the checkbox for the site(s) from which the user should be deleted.
   

4. Reassign loans in the pipeline. Make a selection from the User to assign pipeline to drop-down. If you select "Do Not Assign," those loans may still be viewed from Loan Manager.

5. Click Continue to return to the User Administration screen.
   Note: A user with Institution Administrator status cannot be deleted.

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Edit Access Levels

1. Main Menu -> Tools tab -> Manage Account -> User Administration.

2. From the User Administration screen, select the radio button for the user whose access level you wish to edit and click View/Edit.
   

3. Edit/change the access level(s) as appropriate. Select the checkbox to grant the user access to an institution.

4. Select access levels as appropriate (see access levels definitions for more details).



5. Click Save.

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Unlock an Account

1. A message like this will alert the user that their account has been locked. As an administrator, your contact information will be displayed.
   

2. Main Menu -> Tools tab -> Manage Account -> User Administration

3. From the User Administration screen, select the radio button for the locked account. Click Unlock Account. Optional: You may do a search for locked accounts.
   

4. The user will receive two e-mails from customer.care@emagic.com. The first e-mail displays their Login ID and a notification that the account has been unlocked. The second e-mail contains a new, temporary password which they will be prompted to change when they log in.
   Note: User will also be prompted to verify their security question upon login.

   

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