Not all transactions display and user cannot change between Application Phase and Closing Phase

06/14/2016

Depending on the permissions assigned to a user, it is possible that a user will not see all transactions on the ComplianceOne mortgage home page.

If a user only has permission to create a transaction in one phase (application or closing) and does not have the corresponding create a transaction in the other phase, the user will only see transactions in the phase for which they have rights to create a transaction.

Also, when a user is in a transaction, they will not be able to select the alternate transaction phase from the actions menu.

This is not a problem with ComplianceOne mortgage and is by design to allow administrators this level of restriction. However, if an administrator wants users to be able to see all transactions, but only be able to create or edit transactions in a particular phase, they can accomplish this by creating a Role that has the "Create Transaction" permission for the desired phase andthe "Print/Preview Documents Only" permission for the alternate phase.

For example: If users need to be able to view all transactions but only create or edit transactions in the Application Phase, they will need the "Create Transaction in Application Phase" permission and the "Print/Preview Documents Only in Closing Phase" permission.

To accomplish this:

• In Security Administration, review and make note of the roles assigned to the user.
• Verify the permissions associated with each Role and make any desired changes to the existing Role, or create a new Role, using the information above, and assign the new role to the user.