Depending on the configuration of the workflow model, the Workflow may contain the option to add an Authorized User. Upon navigating to the Authorized User screen, users are able to identify the Authorized User to be added to the loan application. For more information on identifying the authorized user, refer to the Authorized User Information section.

Depending on the configuration of the workflow model, the Application Navigator may contain a screen that allows users to add and identify an authorized user. Upon selecting the Authorized User screen, users are able to identify the authorized user to be added to the loan application.

For more information on identifying the authorized user, refer to the Authorized User Information topic. 

When authorized users are added to an application, their records appear in the Application Navigator for easy access. Each authorized user record is added to the authorized user list located beneath the Workflow. If multiple authorized users are assigned to the application, a number corresponding to the amount of authorized users displays next to the Authorized Users heading.

In addition to displaying the list of authorized users, the Authorizer Users Section allows users to Add, Edit, and Delete authorized users.

There are two methods to add authorized users:

• Selecting 
• Selecting the Authorized User heading

Add Authorized User

Authorized Users are able to be added to a loan application by clicking  within the Application Navigator. The Add Authorized User option is located beneath the Workflow section and indexed under Authorized Users.

Clicking  opens the Add Authorized Users screen in a new window.

In the Add Authorized User screen, identify if the authorized user is a Member and enter the corresponding identifiers. Click OK to add the desired authorized user. When an authorized user is selected, users are able to input the authorized user’s information. For more information, see the Authorized User Information section.

Authorized User Screen

Selecting the Authorized Users heading navigates users to the Authorized Users screen.

A toolbar is located at the top of the Authorized User screen that allows users to perform the following actions:

Icon	Description
	Allows a user to add an authorized user to the current application.
	Allows a user to edit an authorized user that is assigned to the current application.
	Allows a user to remove an authorized user from the current application.

In the Add Authorized User screen, identify if the authorized user is a Member and enter the corresponding information. Click OK to add the desired authorized user.

Upon creating an authorized user, users are able to identify the authorized user. For more information on identifying an authorized user, see the Authorized User Information section.

If all of the authorized users have been added to an application by navigating the assigned Workflow, users are able to click  within the Workflow toolbar until the authorized user screen is active.

Users are also able to manually select the specific screen from the Workflow to access the authorized user screen.

• Depending on the configuration of the workflow model, users may be able to manually access the Authorized User screen from the Screens list located in the Application Navigator.
• When the Authorized User screen is open in the workspace, click  to make the desired modifications. Once all changes are complete, save the screen.

The Authorized Users section contains an itemized list of the authorized users associated with an application. Select the desired authorized user's name to edit the information.

When the desired authorized user’s screen is the active screen, make the necessary modifications. Once all changes are complete, save the screen.

In addition to selecting the specific authorized user from the list, users are also able to access the Authorized User screen by clicking the Authorized Users grouping. Selecting the Authorized Users heading opens the Authorized User screen. Users are able to edit an authorized user’s information by double-clicking the desired authorized user or highlighting the desired authorized user and clicking Edit.

When the authorized user screen is the active screen, make the desired modifications. Once all changes are complete, save the screen.

• Depending on the configuration of the workflow model, users may be able to manually access the Authorized User screen within the Screen list in the Application Navigator.
• When the Authorized User screen is open in the workspace, each authorized user displays in a grid. Highlight the row containing the authorized user to be removed and click .

• Users are able to select the Authorized Users heading to remove an authorized user.
• Upon selecting the Authorized Users heading, the Authorized User screen becomes the active screen. Highlight the authorized user record that is to be removed and click  within the Authorized Users toolbar.