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.)
Assign Access Rights
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On the menu bar, click Encompass, and then click Settings.
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On the left panel, click Personal Settings, and then click Grant File Access.
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Search for and select
the loans to grant access to.
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.
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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.
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Select the access assignment
option: R/W Right or Full
Right.
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Click
Assign.
Revoke Access Rights
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Search for and select
the loans from which you will revoke rights.
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Select
a Role, the Name of the user currently assigned to the role, and the Loan
Folder in which the loans are located.
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Click
Search.
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Select one or more
loans.
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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.
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Select the rights to
revoke: Assignment Right or Full Right.
-
Click
Revoke.
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.