Setting Up an Inspector Profile
An inspector’s profile holds their details, permission role, authorized lenders and work locations, and lets you message their device.
Runs on: Desktop and tablet. A web app you open in a browser; it is not built for phones.
Quick Reference
Click an inspector in People. The profile opens on Overview.
Edit Profile sets name, contact details, License Number and Permission Role.
Authorized Lenders and Work Locations control which jobs the inspector can see.
Messages & Notifications sends a push message to the inspector’s device.
Before You Start
You have manager or administrator permissions in the Inspector Portal.
You have the inspector’s license numbers and the lender codes they will work on.
Step 1 — Open the Profile
Overview, Action and messages
The header shows the inspector’s name, approval status, contact details and company. Action holds Change Institution, Deactivate and Delete. Messages & Notifications opens the push message window.
Deactivate suspends access and keeps the inspector’s history. Delete removes the account for good.
Step 2 — Edit Profile Details
Permission Role and contact details
Click Edit Profile to update the name, Company, Email Address, Mobile Number, License Number, Permission Role, Max Mile Range, Tax Payer ID and Notification ID, then click Save. Permission Role sets what the inspector can see and do in the portal.
Step 4 — Add a Lender
Authorize Lender
In Authorize Lender, pick the Lender Code, check the Lender Name, set the Status and Contact Name, choose whether to Require Dedicated Insurance and set Private. Removing a lender restricts the inspector’s access right away.
Step 5 — Send a Push Message
Messages & Notifications
Click Messages & Notifications. Give the message a Title and Body, an optional Topic, and Advanced Data key-value pairs for app integrations if you need them. The message goes to the inspector’s registered device.
Tips
DO
- •Set Permission Role before the inspector takes a first job.
- •Add a Work Location for every state the inspector holds a license in.
- •Use Deactivate, not Delete, when an inspector leaves for a while.
WATCH FOR
- •An inspector sees only jobs for lenders in Authorized Lenders.
- •Delete is permanent; the history goes with the account.
- •Change Institution moves the inspector to another lending institution.
Troubleshooting
Vendor workflow
- Set up an inspector profile (this guide)
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