User Management

Much of Wunder's borrower platform provides access to project information based on the "teams" (i.e. organizations) that a user is associated with.

Permissions

As one might expect, admins have certain privileges that members do not. Only admins can sign documents, invite new members, access banking information, and request early payments. Both members and admins can download loan documents, access payment statements, and receive email notifications. 

Adding New Members

To add others in an organization to be able to login and access loan details, an administrator can invite new members to an organization by logging in, clicking “Organizations” on the top right of the screen, selecting the applicable organization, clicking on the “Members” tab, and clicking the “Invite New User” link at the bottom of the list. Please note that only administrators can invite new members and you can select the applicable role for the new member (“Admin” or “Member”) from this page. 

Removing Existing Members

An administrator can remove a member from an organization by logging in, clicking “Organizations” on the top right of the screen, selecting the applicable organization, and clicking on the “Members” tab. Once on that page, a list of existing members will be displayed. By clicking the three dots next to the name of the member you would like to remove, there will be an option to “Remove” which, if selected, will delete this member from this organization.

 

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