How to Map Mosaic Users

Note: You must sync users and map their emails to start generating quotes with Mosaic Financing.

Step 1: Go to “Manage Integrations”.

Step 2: Click “Integrated Users”.

Step 3: Navigate to “Mosaic Users”.

Step 4: Click “Sync All”.

Note: When you select “Sync All,” users with an exact email match will be automatically mapped.

Step 5: Locate the user you want to map and click “Map”.

Step 6: Select the user and click “Update”.

Step 7: The user is now mapped with Mosaic.