How to add a team member
1. Select Your account from the navigation bar.
2. Under Settings, select Admin portal.
3. Click on Alternative Lending and click on the name of your business.
4. Scroll down to Team Member Access.
5. Select Add Team Member.
6. You will be prompted to put in an email address, then click on "Save". This will send an invite to the team member to accept and will add them to your lender team.
If the invitation was successful and accepted you will be able to be able to see their email in your list as having access.
Note: You will not see your own email in the profile just your colleagues.
How to delete a team member
1. Select Your account from the navigation bar.
2. Under Settings, select Admin portal.
3. Click on Alternative Lending and click on the name of your business.
4. Scroll down to Team Member Access.
5. Next to the team members email address you wish to delete, select Delete on the righthand side.
Any questions, please reach out by clicking on the live chat button in the bottom right. Alternatively you can email us at: support@lenderspotlight.ca