EnFin User Requirements

When using the EnFin integration on a solar proposal, the system check the user's email address to verify it matches a user under the EnFin account. To add EnFin user credentials to your Solo account, follow these steps: 

1. Open your user account using the dropdown button in the top right, then click 'Profile'. 
   
2. Open the 'Settings' tab, then scroll down and click 'Lender Credentials'.
   
    
3. Under 'EnFin User Email', enter the email associated with your EnFin user account. 
   
   
   
   
4. Click 'Save' on the 'Lender Credentials' modal.
   
   
   
   
5.  Save your user changes.