Change User Account Type - Change User from External to Internal/ Internal to External

Primary Department Supported: Servicing

Super Powers Needed? - YES

Developer Support Needed? - NO

Common Situations

• A User Account gets created with the incorrect access type
• Servicing cannot proxy or locate a borrower’s portal account, even though the contact exists.
  • This typically occurs because the user account was mistakenly created as an internal account instead of an external one.
• An employee who should be coded as an internal LMS user is accidentally created as an external user.

Instructions:

1. Switch a User Account from External to Internal

1. Select Systems
2. Select External Users
3. Turn on Super Powers
4. Filter by the user’s name or email address
5. Click to open the user’s account details
6. Uncheck the box labeled “Is External User”
7. Click Save & Close

2. Switch a User Account from Internal to  External

1. Select Systems
2. Select Users
3. Turn on Super Powers
4. Filter by the user’s name or email address
5. Click to open the user’s account details
6. Check the box labeled “Is External User”
7. Click Save & Close