The NestEgg dashboard makes it easy to:
Add or remove users
Change user settings
Roles
User roles control which content, features and functions the user has access to
Loans Officer: the default role
This role has access to the basic functions in the dashboard and is intended for users whose primary role within the organisation is the processing of loan and membership applications.
Admin: ability to add or edit users
Admin users have access to everything Loan Officer users have but additionally some additional settings become available, including the ability to add or edit users with the Loan Officer or Admin roles
Owner: access to all features
The big cheese, Owner users have access to all settings and features and can add / edit new users at any level.
Getting started
To get started, click on Settings in the bottom left and then select "Users" from the resulting menu.
The Users page will then open for you. Here you can see all the user accounts that your organisation has, as well as a count of how many users you have in each role:
Role count
Full user table
In this page you will be able to:
Add new users
To add a new user, simply click the Add user button in the top right of the Users page.
This will open a panel on the right hand side where you will be able to add the users details.
To create a new user, you must:
Enter their First name
Enter their Last name
Enter their email address (must be registered to the organisation domain)
Choose a role
Enter an Approval limit in whole numbers (no decimals)
Take care when entering this information as you will only be able to edit the Role and Approval limit from the Users page after this point.
Email addresses and names cannot be changed once set, so if a mistake is made here then you will need to delete the user account and add a new one.
After all of the above has been entered and double checked, click the "Add new user" button and the user will be created.
NestEgg will automatically send an email with a link to complete the account setup to the new user however they can head straight to the dashboard login screen and click forgotten password to get started!
New users must reset their password before they can login for the first time.
Approval limit
Approval limits are set per user and allow you to control the loans a user can approve by value. The approval limit is independent of all other factors and thus allows granular control.
This means you can have Loans Officers with different approval levels, which is handy when you have new members of staff who you don't want to approve a loan for £50,000 on day one, or when you have different people focusing on different areas of the business: for example a mortgage team, a personal loans team, or a micro loan team. You may consider this in terms of high risk and low risk.
Edit / delete existing users
In the Users page you will have a table of all users. The users are presented in rows and each row can be edited or deleted.
To edit, click the pencil icon. To delete, click the trash can icon.
Edit
You can only edit the role and the Approval limit of each user. No other details can be changed here.
If you need to update a users name details after marriage or deed poll, then please contact us about that - in chat (the blue button in the bottom right of this page)
When you click the pencil icon, the icon will change to a tick icon and the trash can will change to an x. These will control whether you accept (tick) or cancel (x) the forthcoming changes.
The editable fields will also become highlighted, like so:
To change the Role and Approval limit, simply interact with the fields:
Clicking on the Role field will open the drop down menu for you to select the new Role:
For the Approval limit, you can click the field / box and enter a new amount:
Once you're happy with the changes, you can click the Tick icon in the Edit / Delete column, or if you wish to cancel the changes, click the X icon:
Delete
Deleting a user is final so it should only be used when absolutely necessary.
To delete a user, click the Trash can icon in the Edit / Delete column.
Once pressed, a popup menu will appear and advise you which user you are deleting and confirm that once deleted, this cannot be undone; user deletion is final
To confirm your action and delete the user, click the Remove button.
To cancel the deletion and keep the user, click the X icon in the top right of the pop-up menu.