As an account administrator, you will have access to manage the users associated with your account. You will be able to invite users to your account, remove existing users, and assign administrator access to specific users.
Note: You will need administrator access to complete the steps outlined in this article.
Log in to your account and click on My Account at the top navigation menu.
Image 1: Click on ‘My Account’ on the top navigation menu to manage users
Adding a new user to your account
Navigate to the Account Details panel and do the following:
- Click on Manage Users
- Click on the Add a new user link on the Manage Users panel
Image 2: Add new users using the ‘Manage Users’ panel
If your user has an existing account with CoreLogic, enter their username or email address. Note that this should be their personal email address that they have used to register their initial account with CoreLogic, and not their current work email address.
If your user is new to CoreLogic and doesn’t have an existing account, enter their email address.
Once you have entered their username or email address, click Add.
Tip: Use a semicolon(;) to separate multiple email addresses or usernames. For example: email@example.com; firstname.lastname@example.org or username1; username2
Image 3: The ‘Add new user’ pop-up window
Completing this step doesn't mean that you have created the username or added the user to your account just yet. An invitation will be sent to them via email, and the user has to accept the invitation to your account and complete the process themselves.
Managing and removing users
If you have account administrator access, you will be able to click on all the options within the Account Details menu (View 1).
If you do not have account administrator access, you will only be able to click on Manage Users within the Account Details menu (View 2).
Image 4: Different views for account administrators and non-administrators.
The Manage Users panel displays a table of all your current users. Here, you can:
- Tick the checkbox to grant administrator access to a user, or untick the checkbox to remove administrator access from a user.
- Click on Remove to remove a user from your account. You would typically do this when a user leaves the company. Removing a user doesn’t delete the user’s account, it merely disconnects the user from your company account. A user who has been removed can still use the same username to join another company account.
Image 5: Assigning admin access and removing users.
Watch these tutorial videos to learn what else you can do as an account administrator.