Adding an Account Officer

Some items of relevance to the Account Officer User type include the following:

Lending Group: Multiple Lending Group selections can be made by holding the ctrl key while clicking on the desired items.

A Lending Group can be removed from the selection by clicking the X following the title.

Cost Center: Depending on settings, this can allow for multiple Cost Centers to be entered, or only one.

Preferences: These define what the User is allowed to search for. Note: Typically, Account Officers are not allowed to search for any Vendors.

After entering all desired information, click the Save button in the bottom right-hand corner of the modal.