Linking a Broker to a User record

If a broker record has been created that has not been linked to a user you willnot be able to Smarlodge deals with that broker. This article shows how to create a 'dummy' user record for the broker.

1. In TFS Admin go to Security \ User.
2. Select the Brokers Uder Group.
3. Click on New.
4. Enter the brokers name (This must be the exact same spelling as the broker on the deal.
5. Enter a unique login name and password. These will not be used so you do not need to give them to the broker.
6. Optionally you can enter some notes to say this is a dummy record.
7. Click on the Context tab.

1. Click on the New icon.
2. Select the Context that they belong to.
3. Click OK.
4. Click on the External Systems tab.

1. Enter the External System Login details.
2. Click OK.

You should now be able to lodge deals for that broker.