Box integration
Connect your Box account to import PDF, text, and spreadsheet supporting documents on the new package creation page.
Checking Box connection…
User management
Manage lender tenant access and roles.
Create user
Create a Cognito account and assign tenant role. MFA is completed on first sign-in (QR on login page).
Onboarding output
User:
Bootstrap password:
| User |
Role |
Status |
Dashboard Visibility |
Actions |
Job visibility
Grant a member access to a running or completed job they did not create.
Restore hidden jobs
Jobs removed from the completed list can be restored here.