Grant File Access

Use the Grant File Access tool to grant or revoke loan file access rights. By default, the ability to access loans is based on settings in your user profile, your position in the organization hierarchy, and the access granted when you are a member of a loan team. For more information, refer to the Organization and User Setup topic.

The two access rights are as follows.

  • R/W Right - R/W (Read/Write) access permits the user to view and change loan information.
  • Full Right (R/W and assignment rights) - The user can view and make changes to a loan, and can assign access rights to other users or unlock a loan.

To assign access rights to another user, you must have Full Right access to the file, be the Super Administrator, OR be the admin user (i.e., the user who logs into Encompass using the admin user ID.)

ClosedAssign Access Rights

  1. On the menu bar, click Encompass, and then click Settings.

  2. On the left panel, click Personal Settings, and then click Grant File Access.

  3. Search for and select the loans to grant access to.

    • Select a Role, the Name of the user currently assigned to the role, and the Loan Folder in which the loans are located.

    • Click Search.

    Each loan on the list shows the name of the borrower and the users that have R/W or Full Right access to the loan.

    • Select one or more loans.

      • If you selected an archived folder from the Loan Folder dropdown list, no search results will be returned here. You cannot grant file access to loans in archived loan folders. If you want to grant access to one or more of these loan files, you must move the file(s) out of the archived folder. Then you can return to this setting and follow the steps to grant access to this file. Once you have completed this process, you can then move the loan file back into the archived folder. The user will retain the access rights to the loan file.

  4. From the list of users, select one or more users to assign rights to. You can select a Role to filter the list of users.

  5. Select the access assignment option: R/W Right or Full Right.

  6. Click Assign.

    • The users and the selected rights are added to the loans.

ClosedRevoke Access Rights

  1. Search for and select the loans from which you will revoke rights.

    • Select a Role, the Name of the user currently assigned to the role, and the Loan Folder in which the loans are located.

    • Click Search.

    • Select one or more loans.

  2. From the list of users, select one or more users from whom to revoke rights. You can select a Role to filter the list users.

  3. Select the rights to revoke: Assignment Right or Full Right.

  4. Click Revoke.

    • The selected rights are revoked from the loans.

    Rights are revoked as appropriate. For example, if you select a user and access rights that do not exist on the selected loan, the request is ignored.