View and Edit Persona Rights

View the "Persona Access to Encompass Settings and Add-On Products" Document

View the "Persona Access to Loans" guide

When you assign a persona to a user, the user is granted access to the rights established in the persona. If you assign more than one persona, the user's rights become the combined rights of all the personas.

When you click the View/Edit Rights button, the Persona Settings window opens. You can override the rights from the personas to expand or decrease the user's rights as needed.

To View and Edit Persona Rights:

  1. On the User Details window, click the View/Edit Rights button.

    The Persona Settings window displays the user's current rights.

    • A Link icon indicates that the right is associated with an assigned persona.

    • A broken-link icon indicates that the right is not associated with an assigned persona.

  2. To customize the user's rights, select the Modify this user's rights checkbox, and then click Yes in the message box to proceed.

  3. Select or clear checkboxes on each tab to modify the assigned rights.

  4. To reconnect a broken link to the rights from a persona, right-click the link, and then select Link with Persona Rights.

  5. To modify access rights to input forms and Encompass tools, click the Forms/Tools tab, and select or clear checkboxes to modify the assigned rights.

  6. When finished, click the Save icon.