# 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.

Product: RAZE Inspector Portal
Runs on: Desktop and tablet. The RAZE Inspector Portal is a web app for desktop and tablet browsers, not a phone app.
Product guides: https://getaraze.com/tools/inspector-portal
Source: https://getaraze.com/tools/inspector-portal-inspector-profile
All guides: https://getaraze.com/tools

## 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.

![The profile header with the Action menu open.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-inspector-profile/01-profile-overview.webp)

## 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.

![Edit Profile, with Permission Role in the middle of the form.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-inspector-profile/02-edit-profile.webp)

## Step 3: Authorize Lenders and Work Locations

**Lender access and licensed states.** Authorized Lenders lists every lender account the inspector can work on, with the Lender Code, Lender Name, Status, Insurance PDFs and whether Dedicated Insurance is required. Work Locations lists the states the inspector is licensed in, with the license number per state. Click + Add on either section to add a row.

![Payment Method, Authorized Lenders and Work Locations.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-inspector-profile/03-lenders-and-work-locations.webp)

## 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.

![Authorize Lender: code, name, status, contact and insurance.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-inspector-profile/04-authorize-lender.webp)

## 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.

![Send Message: Title, Body, Topic and Advanced Data.](https://getaraze.com/images/docs/inspector-portal/inspector-portal-inspector-profile/05-send-message.webp)

## 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

**Q: An inspector can't see a lender's jobs.**
A: Open Authorized Lenders in their profile and add the lender with + Add, with Status set to Approved.

**Q: Where do insurance documents go?**
A: Click Upload PDF in Authorized Lenders. The file shows under Insurance PDFs on the lender row.

**Q: The push message didn't arrive.**
A: Check Devices & Notifications in the profile: the Notifications log shows whether each message reached the device.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.