User

Overview

The User category provides comprehensive tools for managing personnel within your organization. This section covers the two primary user types that interact with the CITApp Enterprise system.

Understanding the distinction between Staff and Users is essential for proper access control and workflow management within your organization.

User Types in This Category

The following Section: Sections are included in the peopleUser Category: User category:

• Staff: Internal team members with administrative access to manage CIT Corporation operations, process requests, and oversee investor accounts.

• Users: External investor accounts that interact with the portal for investment management, document submission, and account maintenance.

Tip

Begin with the Staff section if you are setting up internal team access. For investor account management, see the Users section.