Create agent user profile

This request creates an Agent User profile.

Agent User profiles represent the users who have access to your LoanPro environment. Note the following when creating Agent User profiles:

Creating an Agent User profile invites a user to your environment. A successful request will result in an email invitation being sent to the email address associated with the profile.

Agent User profiles control the access a user has to your environment. LoanPro's access controls allow for very precise configurations—even down to the individual buttons within the UI and specific endpoints of the API. This type of access is controlled by the user's assigned Role, which is mandatory when creating a user. LoanPro access can also be controlled by "groups", which provide access to portions of specific features like Agent Walkthroughs, Quick Actions, and more. Here's a breakdown of how the settings within the payload of this request affect the user's access:

Payload Parameter

Access Setting Name

Type of Access

roleId

Role-Based Access

Access to specific pages and buttons within the UI Access to specific endpoints and methods within the API

searchRestrictionsGroupId

Search Restriction Groups

Restricts certain accounts from displaying in search results of the Loan Manager and Line of Credit Manager

searchRestrictionsScGroupId

Search Restriction Groups (Source Companies)

Restricts certain Source Companies from displaying in search results

defaultUserLoanId

New Account Default Settings

Provides default configurations for new loan accounts created by the user

shortcutsSetId

Shortcut Sets

Provides pre-determined sets of shortcuts for servicing tasks on the loan summary page.

  • Please note*: Shortcuts only apply to the now deprecated, legacy loan summary page.

ipRestrictionId

IP-Based Access

Restrict access to the entire software based on the user's current IP address.

loanSummaryTemplateId

Loan View Groups

Provides access to a set of dynamic Loan Views, which are account summary pages that change based on the status of the account.

smartPanelGroupId

Smart Panel Groups

Provides access to a set of Smart Panel configurations, which are customizable sidebars that display account information.

wizardGroupId

Walkthrough Groups

Provides access to a set of Agent Walkthroughs, which are configurable guides that help agents complete processes on loan accounts.

quickActionGroupId

Quick Action Groups

Provides access to a set of Quick Actions, which are Configurable guides that help agents complete manual and automated tasks on line of credit accounts.


For an example of how Agent Users are created within the UI, take a look at our Agent Users article.

{
    "firstName": "John",
    "lastName": "Doe",
    "userName": "[email protected]",
    "roleId": 107038,
    "roleType": "tenant",
    "tenantAccessActive": 1,
    "active": 1,
    "gender": "user.gender.male",
    "recoveryEmail": "[email protected]",
    "phone": "8015551234",
    "jobTitle": "Project Manager",
    "searchRestrictionsGroupId": 2,
    "searchRestrictionsScGroupId": 3,
    "defaultUserLoanId": 1,
    "shortcutsSetId": 1,
    "ipRestrictionId": 5,
    "loanSummaryTemplateId": 1,
    "smartPanelGroupId": 1,
    "wizardGroupId": 3,
    "quickActionGroupId": 1
}
{
    "firstName": "John",
    "lastName": "Doe",
    "userName": "[email protected]",
    "roleId": 107038,
    "roleType": "tenant",
    "tenantAccessActive": 1,
    "active": 1
}
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