Servicer Account Sharing

Servicer Account Sharing

Account sharing (workmate access) allows Servicers in the same Landport group/company (e.g. maintenance techs or engineers) to view, act on, and search for requests on each other's accounts.  Account sharing can be one-way or two-way, and when properly defined, causes the My Requests and All Requests links to appear on the dashboard.  Tapping All Requests activates account sharing and tapping My Requests deactivates it.

To set up account sharing:
  1. Log in to the Servicer's administrative account (see Tip 1).
  2. From the Dashboard, tap Company Profile (see Tip 2).
  3. In the "Co-workers" section, tap Workmate Access.
  4. Select an user from the drop down list. 
  5. Check mark the people who should be given access to that user's account.
  6. Tap the update button.
  7. If you have more accounts to flag, use the back arrow on your browser to go back to where you left off.
Tip 1:  Tap here for "Find Servicer" instructions, focusing on Tip 2.  If you run a company search, the admin account will usually be the first account in the results list, and it sometimes will have "adm" or "admin" as part of the user name.  If you cannot determine the admin account, please submit a Support ticket.

Tip 2:  If the Company Profile link is being shy, please submit a Support ticket, and we'll be glad to coax it out of hiding!


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