Administration – Accounts Tab

Many functions of the BNTouch CRM are linked to the specific user account used to log into the system. Businesses with multiple users can create accounts for each, manage active user accounts, and customize the access privileges of each in the Accounts Tab of the Administration menu. In the User Menu in the upper-right corner of the screen, click “Administration.” The Account List will display by default, but you can always open it by clicking the “Accounts” tab. Only administrative users can access this area of the CRM; please contact your administrator if you need help with user accounts and do not have access.

Here, you’ll see a list of all users for your BNTouch account. Each user will have account information listed, including the username, account type, email address, access privileges, number of active records, age of the account, and monthly cost of user access. A link to the right of each account can be used to reset the password for the account. At the bottom of the list, you’ll see a charge summary for the number of active users in your account.

Above the list, you can add new user accounts by clicking the “Add User” button. Your monthly fee is based on the number of active user accounts, so be aware that adding more users will results in a higher fee.

Below, you can choose what type of account the user will need. Loan Officer accounts have access to all of their own records, while Marketing accounts have access to records that they own and that are owned by other accounts. You can also include it in any user groups. Next, you can enter login and contact information for the new user. Note that the username you choose for the account needs to be unique; if the name is already in use, you will need to enter a different username.

When you click the “Add User” button, an email will be sent to the listed email address with links and instructions to log in; if you want this email to be sent to a different address than the user’s account address, you can list a separate one here.

You can also manage which user accounts are active from the Account List. Using the checkboxes to the left of a user and the buttons above the list, you can deactivate and reactivate user accounts. Note that you will be charged for all active accounts for each month. You can also choose whether to show or hide inactive user accounts using the link above the list.