Accessing General Settings
Log in to your Baseline account.
Navigate to the left-hand menu.
Click on Company Settings
Click on Team
Members are users who are part of your Lending organization, excluding brokers.
⚠️ This particular section can only be accessed by individuals with administrative privileges.
Members Table Overview:
Columns in the Table:
Users: Displays the name of each member of your organization.
Email: Shows the registered email address of each user.
Role: Indicates the user's assigned role, which can be customized in Roles and Permissions settings.
Access Level: Displays the user's permission level (Admin, Member, or Individual).
Status: Indicates the user's current status (e.g., Active or Pending).
Managing Members
Adding Members
To add a new member, follow these steps:
Click add member
Type the member's name
Type in the email
Select the Permission level
Any relevant Roles
Click Save
👉 Members receive a link to their email with a unique link to set up their password.
To resend the invitation link:
Click on the ellipsis
Click on Re-Invite
Edit Permissions
To edit the permission of a member
Click the three-dot menu at the end of a row and select Edit.
In the pop-up, you can:
Update the user's name and email.
Change permissions or modify assigned roles.
Reinviting Members:
Click Reinvite in the menu:
If the user hasn’t activated their account, they will receive an email with an invitation link to set their password for the first time.
If the user is already active, they will receive a Forgot Password link to reset their password.
Remove a Member
To remove a member
Click on the ellipsis
Select Remove from the menu to delete a user from the platform entirely.
Confirm by clicking Delete.
👉 This action is irreversible, and the user will no longer have access to the platform.
Permission Levels
Admin
This type of permission allows people to access everything in the system
Member
People with this access level cannot access Billing and Business profile settings.
They cannot change who is assigned to a loan but have access to all the loans.Individual
These members can only access loans assigned to them and cannot access Billing and Business profile settings.
Assigning a Roles to a User
Select a Team Member:
Find and click on the team member’s name to open their profile.
Assign a Role:
In the profile, look for the Roles.
Click on the Dropdown.
Choose a role from the dropdown menu.
Remove a Role
In the profile, look for the Roles.
Click on the X beside the role name.
or, Uncheck the role from the dropdown menu.
Save Changes:
After selecting the role, click Save to apply the changes.
The team member will now have the permissions and responsibilities associated with the assigned role.
📖For instructions on how to create or edit roles, please refer to: