Administrator / Implementation Users
Step-by-step guides for administrator workflows in ConcordLink.
The following sections cover the most common tasks and actions performed by administrators in ConcordLink. Use these pages to quickly locate step-by-step instructions and best practices across key workflows.
| Section | What you'll find |
|---|---|
| Importing APIs and Files | API implementation, SFTP data transfers, and file import processes. |
| User Access | Adding users, assigning roles, managing permissions, and onboarding or offboarding users. |
| Configurations | Core system settings, integration connections, environment parameters, and platform-wide defaults. |
| Portal Customization | Branding, layout, and navigation customization for the ConcordLink portal. |
| Adjusting Status | Monitoring operational health and applying manual overrides when system behavior needs adjustment. |
| Using Scripts | Writing, deploying, and managing scripts that automate tasks and extend platform functionality. |
| Webhook Configuration | Setting up webhooks for real-time, event-driven notifications to external systems. |
| Editing Fields | Adding, editing, and managing fields across clients, lenders, products, and obligations. |
| Document and Statement Generation | Creating document templates, configuring statement scripts, and managing delivery. |
| Reporting | Standard reports, TrueBI configuration, and data exports. |
Select any section above to view detailed step-by-step instructions for that workflow.