Setup Your User's Access - Grant them permissions immediately.
Step 1: Login to thefund.com as the office admin
Step 2: Go to My Account, then Manage users
Step 3: Select User and update their access
Portal Role
Authorize the user to administer access to other users of your office. They will be able to invite others and setup access to software and integrations.
DoubleTime
Select 'Commitment Number Request Only' and they'll receive commitments only or select 'Electronic Delivery of Fund Forms' and they'll receive electronic delivery of all forms.
You can authorize the user for DoubleTime's electronic payment service. This allows the user to make the remittance to The Fund electronically through DoubleTime.
ePolicyManager
If you don't have DoubleTime, authorize the user to access ePolicyManager. This will allow the user receive policy jackets electronically through the web application.
ATIDS XE
If you have ATIDS XE, select ATIDS XE User or ATIDS XE Power User.
WebATIDS
If you have WebATIDS, authorize them to use web application and other integrations.
WebCPL
If user will be creating Closing Protect Letters, authorize them to use the web application and other integrations.
Order Products
Select if the user submit orders through the web application and other integrations.