Managing Your Organization's Users (Lofty AOS)

Introduction

My Organization is where admins manage the people in the account — the agents on your team, connected lenders, and company-wide settings. From here you can see who's active, find a specific person, and open any user to manage them.

Opening My Organization

1. Click the Settings gear in the left menu.
2. Under My User Settings, click My Organization.

The page has three tabs: Agents, Lender, and Company.

The Agents Roster

The Agents tab (with a live count, e.g., Agents (114)) lists everyone on the team:

• Name, Email, and Phone
• Agent Status Display — Active or Pending Activation (invited but not yet signed in)
• Office — which office the agent belongs to
• Action — per-row controls to edit, archive, or take other actions on that user

Finding a User

Narrow the roster with the filters across the top — Office, Permission Profile, Agent Tag, Last Active, and Account Type — or use Search by name, email to jump to a person.

Managing a User

Use Manage User in the top-right corner to add or invite a user, and the Action controls on a row to manage an existing one. A user's Permission Profile governs what they can see and do in Lofty.

Lenders and Company

• The Lender tab manages the lenders (mortgage partners) connected to your account.
• The Company tab holds company-wide settings.

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.