How do I create a user account if I'm a Company Admin?

Learn how to create user accounts from your MonitorBase company administrator account.

If you are a company administrator within MonitorBase, you will have more access than a standard user to your company's settings within our system. One of these access points is your ability to create an account for anyone at your company inside MonitorBase.

To create a MonitorBase account, log in to your MonitorBase account. From the Dashboard, navigate to the Manage option on the left-hand side of the screen.

Once you're on the Manage Company page, click on Create User, which is located on the right-hand side.  

On this page, you must complete the form with all the required information to create a new user account.

Next, check the "active" box and hit save! Note that the marketing information will be prompted for the user to fill out when they activate their account.

Once this information has been saved, the account has been created!

• User’s First and Last Name
  
• User’s email
  
• LO or Non-LO account
  
• User Level (Branch Manager, Standard User, etc)
  
•  Branch ID
  
• Division ID
  
• Phone number 
  
• NMLS # 
  
• Any State Licensing 

For mass account creation (several new users joining at once): prepare an excel file with a column for each of the necessary fields (first name, last name, company email address, mobile phone number, branch, account level within MonitorBase such as standard LO or branch manager and NMLS#) as shown below:

Attach this spreadsheet in an email and send it to support@monitorbase.com to complete your request.