When a new user is invited to create a CoFi account, they are often required to set up an Organization upon initial signup. This can be the name of a Financial Institution (for Lenders), a Business name (for Builders), or simply the users own name (most common for Borrowers).
From there, users can invite others to be a part of their Organization to review, approve, or manage job profiles associated with their pending projects. User roles such as Owner, Admin, Member, or ReadOnly provide certain permissions to members of the Organization.
Tip: If you have a new team member or simply want someone as a second set of eyes, new users can be added at any time through the Settings tab.
How Do I Add Users to My Organization?
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