> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/commercial-lending/getting-started/portals-and-roles/fi-admin.md).
# FI Admin
Use the FI Admin portal to manage companies, users, access, products, branding, and reporting.
The FI Admin portal is where administrators manage companies and accounts for a Financial Institution (FI). Tenant Admins, Customer Admins, and Configurators use it to set up companies, users, access, products, and borrower experiences. It doesn't include lending work. That happens in the [FI Staff](/commercial-lending/getting-started/portals-and-roles/fi-staff.md) portal.
{% hint style="info" %}
Sign in with email and password. Your company can also enable Microsoft Entra ID, Google, or Nucleus single sign-on. Administrators sign in on the same page as FI staff, which shows the title set in [Home page](broken://pages/LbA86ujFX0Ar1DLCzvhY).
{% endhint %}
### Who uses this portal
| Role | Main workspace | Start here |
| ------------------ | ----------------------------------------------------------------------------- | --------------------------------------------------------- |
| **Tenant Admin** | Settings for every company, including platform configuration and reporting | [Admin overview](broken://pages/R7BzIKEGwDgA9C2crw0G) |
| **Customer Admin** | Company settings, users, access, products, and borrower experiences | [FI Admin guide](broken://pages/XFe6fZTiVZv21YNafaG5) |
| **Configurator** | Company-scoped settings for users, teams, branding, products, and risk models | [Configurator guide](broken://pages/SMNoxJEFXYyUNz49ZreQ) |
Assign access in [Roles and permissions](broken://pages/yaliiYSba8n5xC7fJa4n). Use [Roles](/commercial-lending/getting-started/role-guides.md) for role-specific reading paths.
### Settings access
Administrators use **Settings** at `/commercial/settings`. Tenant Admins see every section. Other admin roles see their permitted subset. Configurators use a separate, company-scoped menu. See [Product configuration](broken://pages/8XjuxtKEaCOf1eAeUy41) for the Configurator menu.
{% tabs %}
{% tab title="Organization and configuration" %}
| Section | Purpose | Documentation |
| ----------------------- | ------------------------------------------------------------- | ------------------------------------------------------------------------ |
| Organization and access | Companies, users, teams, roles, and API keys | [Organization and access](broken://pages/OIXKxb4VzHBffQrPxHnI) |
| Configuration | Domains, lender details, agents, authentication, and features | [Configuration](broken://pages/4abcd468ee06aca66f71e16c3992c134ece7f582) |
| Branding and experience | Home page, theme, intake settings, and customer-facing copy | [Branding and experience](broken://pages/6NTItW4eK4ZTryPagbc9) |
| {% endtab %} | | |
{% tab title="Communications, data, and reporting" %}
| Section | Purpose | Documentation |
| ----------------- | ------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------- |
| Communications | Notification emails for users and borrowers | [Email templates](broken://pages/8e4df4dd0cba1a3da13e34cb2d8c0706bd607358) |
| Data & Catalogs | Valuation data and document types | [Valuation data](broken://pages/e5de99a23e41bdec659e487993975e91af229f9a), [Document types](broken://pages/3581e103a034bbc6a89bed87cb15615aba3e3cbd) |
| Audit & Reporting | Activity, reports, and data exports | [Audit and reporting](broken://pages/XR40U4otI8syhjcqnha6) |
| {% endtab %} | | |
| {% endtabs %} | | |
See the [Settings scope map](broken://pages/H0Z5D44rOB8TUJBy64pg) for access by role.
### Related
| | |
|---|
| Admin setup | The order to set up a new organization. | Admin setup |
| Product configuration | How each product configuration tab works. | Broken link |
| Auth providers | Single sign-on for each portal. | Broken link |
| FI Staff | The portal for lending work. | FI Staff |
***
{% columns %}
{% column width="83.33333333333334%" %}
Maintained by Abhishek Paul
AI-assisted, human-approved
{% endcolumn %}
{% column width="16.666666666666664%" %}
{% endcolumn %}
{% endcolumns %}
---
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