Self-Serve User Administration

Blend is providing customer user admins the ability to configure a subset of features on their own, without needing to engage Blend Support or their account teams. The new Setup page allows user admins even greater control over their environments.

  Note: User admins will have access to four additional pages within the Setup section: Organization, Branding, Analytics, and Setup Audit. These new pages will only be visible to users with the “Edit client-facing system config” permission set to "Always".

 Resource: Create Roles and Permissions

User Admin Permissions

1. Click Your settings. 

2. Click Setup.

  Note: The accessible pages will default to this order, however each page will continue to be gated by the same permissions as before. A user who does not have the “View Users” permission will not see “Users” in the navigation. A user who does not have “View Roles” permission will not see “Role Permission”. A user who does not have “Edit client-facing system config” permission will not see “Credentials,” “Organization,” “Branding,” “Analytics,” or “Setup Audit.”

Settings - Organization

1. Select Organization from the side menu.

2. Click Edit to make changes. 

3. Click Save. 

a. Select the General tab to update key information about your organization

b. The Support Contact Info tab allows lenders to set general contact information for various Blend products within their tenant.

  Note: We only show support info for products that are enabled in your environment. For example, if you have HELOC and Auto loans enabled in your environment, we will show those fields.

Settings - Branding

1. Select Branding from the side menu.

2. Click Edit to make changes. 

3. Click Save.

 Resource:   Configure Branding in Blend

Settings - Analytics

1. Select Analytics from the side menu.

2. Click Edit to make changes. 

3. Click Save.

The configurations on this page control the various tag managers that we support in the Blend platform (including Google Tag Manager, Ensighten Manage, Adobe Launch, and Tealium).

Tag management configurations are managed by the DL team and no longer by Blend Support. Please consider.

  Note: The Tag Management admin screen is accessible only if it's activated in your Blend environment.  All activated Tag Management vendors will appear on this screen, providing you with the ability to configure as needed. If you would like to activate Tag Management, please contact your Blend representative.

Security - Setup Audit

This is a read-only page that shows an audit trail for all edits made to the Credentials, Organization, Branding, and Analytics setup pages.

The last 20 entries will be visible on this page.

a. Click the download link to download all edits made over the last month as a CSV report. 

DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (support@blend.com) for more information on what features are enabled for your use.