admin.tenant.manage capability)
Your workspace slug
Your workspace slug is the short, URL-safe identifier assigned to your credit union at onboarding. It appears in every URL your team uses, for example:MDVL-AUTO-00001. Audit records are keyed to your workspace, not to the slug text. Because it is fixed into so many permanent links, the slug cannot be changed after onboarding.
Updating branding
Navigate to Administration → Settings → Branding (route/admin/tenant/branding) to update your credit union’s visual identity and communication settings. Changes take effect immediately. New emails and newly generated loan agreement PDFs use the updated values.
Branding changes are not retroactive. Loan agreement PDFs that were already
generated keep their original branding. Only PDFs generated after you save
the change reflect the new settings.
tenant.branding.updated for the settings fields, and tenant.branding.logo.uploaded / .logo.removed, tenant.branding.letterhead.uploaded / .letterhead.removed, and tenant.branding.icon.uploaded / .icon.removed for each asset.
The Branding page exposes these fields:
Primary color
A hex color code such as
#003366, used across the workspace UI, on
outbound emails, on loan agreement PDFs, and on sign-in pages. Stored as
primaryColor. Defaults to #6366F1.Email from-name
The display name members and staff see in the From field of
notification emails, for example
My Credit Union. Stored as
emailFromName, 1 to 80 characters. The sending address itself is managed
by the platform.Agreement letterhead text
A short text header printed at the top of every PDF loan agreement
generated in your workspace. Stored as
agreementLetterhead. Up to 2,000
characters.Your workspace name appears in the platform UI and as the prefix on outbound
email subject lines, but it is the immutable workspace name set at onboarding,
not a Branding field. There is no editable credit-union-name input on this
page.
On a brand-new workspace the branding record is created the first time you save
a setting or upload an asset, so before that the primary color shows the
#6366F1 default while the email from-name and letterhead text start blank.
Until you set one, outbound emails use the default from-name “Loans Team”.Uploading your logo
On the Branding page you can also upload your credit union’s logo. Accepted formats are PNG, JPEG, and WebP (maximum 2 MB). The crop locks to whatever shape you upload, so a square mark or a horizontal banner both work. Your logo appears in the workspace header, on auth pages, in PDF loan agreements, and in outbound email notifications. To replace an existing logo, upload a new file. The old one is removed automatically.Agreement letterhead image
Separate from the letterhead text field above, you can upload a letterhead image that prints as a banner across the top of your loan agreement PDFs. Accepted formats are PNG, JPEG, and WebP (maximum 2 MB). When no image is set, the PDF falls back to the text-only letterhead. Use the Remove button to clear it.Browser tab icon
You can upload a favicon shown in browser tabs and bookmarks, accepting PNG, JPEG, WebP, or SVG (maximum 512 KB). Upload a square image: the cropper locks to your upload’s shape, so a square source renders sharpest. SVG uploads skip cropping entirely. Transparent backgrounds work best. When unset, the platform default favicon is used.Every branding upload is checked server-side before it is stored: the file is
verified against its declared type by its magic bytes and run through a virus
scan, and a mismatched or infected file is rejected. SVG icons skip the
magic-byte check (they are text, not a raster format) but still go through the
virus scan.
Branches
Branches represent the physical locations of your credit union. Each branch is set up at onboarding with a short branch code, for exampleMDVL for a Mandeville branch. That code is embedded in every loan ID created at that branch:
Initial administrator account
The first Administrator account is created during onboarding using the email address provided in the setup configuration. Once you are signed in with that account, you can invite additional administrators and staff from Administration → Invitations.What roles can I invite?
What roles can I invite?
The roles available in your workspace are configured at onboarding. The
standard credit department roles are:
Contact support if you need to adjust the roles available in your workspace.
| Role | What they can do |
|---|---|
| Administrator | Full access to all admin settings, including branding, products, rates, and invitations |
| Credit Manager | Manage loan products and rate tables, view all-branch analytics, oversee the full pipeline |
| Branch Manager | View analytics scoped to their branch, manage and assign loans in their branch |
| Credit Officer | Capture and manage loan applications |
| Adjudicator | Review submitted applications and record approve, decline, or info-requested decisions |
| Securities | Verify collateral and resolve outstanding security requests |
| Disbursement | Schedule and execute funding on approved loans |