Users allow you to create user accounts and assign permissions for your users. Within Users, you can also associate the user with Locations and Teams.
To create a user, follow the steps below.
- Enter the user’s first and last name.
- Enter the user’s email address.
- Enter the ID* for the user from your title production software.
- Assign any permissions for that user.
- If associating a location(s), click Add Location and select the location(s).
- If associating the user with a team(s), click Add Teams and select the team(s).
- Click Save
When a new user is created, an email will be sent to the user notifying them that a Tidal Money user account has been created and asking them to authenticate their account. Once the account has been authenticated, the new user will be able to create a password in order to complete the registration process.
If the user does not complete the registration process, you can resend the invitation email to them by clicking the Actions menu and selecting Resend Invite.
*The title software ID is required as this is used as part of our integration ensure that the correct users is being entered into the file as the Escrow Officer.