Getting Started

1. At the very top-right corner of the screen, click the tiles icon to open the menu, and click the Admin tile to navigate to the administration area.
   
2. Next, expand the Services area on the left side of the screen and click the Service Management menu item.
   

Add the Closing Agent Management by GridBase® service to your account

1. Click the Add Service button on the top-right.
   
2. Select Title and Closing for the category (and click Retrieve Products if prompted with a pop-up).
3. Click the search icon () on the top right to make the search field visible and type GridBase.
   
4. Click the tile for Closing Agent Management by GridBase.
5. Inside the appropriate tile identified in the previous step, click the Manual link at the bottom-left.
   
6. Enter the service name as follows: Closing Agent Management by GridBase
7. Add at least one authorized user for now.
   
8. Click Save when done.

Configure your GridBase® credentials

1. Using the menu on the left side of the screen, click the Services / Service Management menu item to return to where you began.
   
2. You should now see the Closing Agent Management by GridBase tile listed here. Click the kabob icon () near bottom-right inside this tile and click Credentials.
   
3. Under the Company Credentials section, click the kabob icon () on the right and click the edit icon ().
   
1. Enter the Organization ID provided to you by the GridBase® team and click Save.
4. Under the User Credentials section, click the Add button on the right.
   
1. Enter a Name for the group of users for which you wish to allow access to GridBase®.
2. Under the Users section, click the Add button on the right.
   
3. Select the appropriate user(s) or persona(s) for which you wish to provide access to GridBase® and click Add.
   
4. Click Save when done.