Users
Overview
The Users page shows all users in the system and allows an administrator to assign or remove
roles for a user.
Note:
Users must be added in Security Administration
before they are available on the Users page. To access Security
Administration, select Manage on the user's grid.
Roles are created to group users together. Users can be grouped into roles such as analysts, appraisers, loan closers. Users are assigned tasks in a process template using the roles that are assigned to them.
On the Users page, administrators can:
- View a list of all users.
- View the number of roles assigned to each user.
- Manage roles for each user.
Users Grid
- Select Update List to refresh the list of users after they are added in Security Administration.
- Select Manage to access Security Administration where new users are added. Security Administration is a separate but integrated application with Configuration that configures users in the system.
- Search for a user by entering a name or a few characters in a user's name or username. The Users grid will display and highlight all matches in the grid. Clear the search term to display all users.
- Sort columns in ascending and descending alphabetical order by selecting the arrow next to the Users or Username column. The Roles column can be sorted in ascending and descending numerical order.
- Roles Column: The number of roles assigned to a user displays in the Roles column.