--- title: "How to Manage Users in the Encompass® Integrated Credco® Application" slug: "how-to-manage-users-in-the-encompass-inegrated-credco-application-newepcapp" tags: ["Credco", "Encompass Desktop", "Encompass Web", "EPC", "System Administration"] updated: 2026-09-15T20:14:13Z published: 2026-09-15T20:14:13Z canonical: "docs.cotality.com/how-to-manage-users-in-the-encompass-inegrated-credco-application-newepcapp" excludeFromSearch: true excludeFromExternalSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.cotality.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Manage Users in the Encompass® Integrated Credco® Application ## Overview From the Admin Settings menu in the Encompass® integrated Credco® application, you can review each user's last login date and current template assignment. If a user requires permissions that differ from the persona-based default, select the user, assign a different order template, review the associated permissions, and save your changes. The manual assignment remains in effect until you update it again. --- ## Manage users **Encompass Desktop** Follow these steps to view and manage users in the integrated Credco application in **Encompass Desktop**. [Embedded content](https://app.storylane.io/demo/x4zsuwbumsoc?embed=inline) ### Access the application 1. Sign in to Encompass® Desktop using your credentials. 2. From your **Pipeline**, select **any loan** from the list. 3. In the left navigation bar, select **Services**, then choose **Order Credit Report** from the menu. 4. On the Credit Report popup, select **Cotality Credco**. 5. Click **Submit**. 6. From the left navigation menu, click **Settings**. The **Admin** page displays. --- ### Explore the Users tab The **Users** tab allows you to view and manage users associated with the integrated Encompass Credco application. From this tab, you can review each user's details and most recent login date and time. You can also access the screen to add or update a user's assigned template when needed. #### Features - **Search by**: Enter a user's name, persona or email address to quickly locate a specific user. - **Template Filter**: Use this filter to locate users with a specific assigned template. - **Persona Filter**: Use this filter to locate users assigned to a specific persona. - **User List**: List that displays all users, their email address, name, assigned template, assigned personas, and last login. > [!NOTE] > **Tip**: To update a user, click their **Email Address link** to open the **Edit User** screen. You can also click the **vertical ellipses (⋮)** next to the user and select **Edit User**. --- ### Manually assign a user template As an Administrator, you can manually override a user's automatically assigned template. The manually assigned template remains in effect until you update it again. For example, if a user was automatically assigned the Loan Officer template but now requires the permissions associated with a Loan Processor, you can manually assign the Loan Processor template to update their access. 1. From the **Users** tab, locate the user that you want to update. 2. Click the user’s **Email Address link**. 3. From the **Assigned Order Template** dropdown, select a new template. 4. Review the displayed permissions to confirm that the template provides the intended access. 5. Click **Save Changes** to apply the template assignment. The **Users** screen displays, and the user's **Assigned Template** is updated. > [!NOTE] > **Tip**: For more information about persona-based credit order templates, see [How to Create, Configure & Manage Credit Order Templates in Encompass®](https://docs.cotality.com/docs/how-to-create-configure-and-manage-credit-order-templates-in-encompass-newapp). **Encompass Web** Follow these steps to view and manage users in the integrated Credco application in **Encompass Web**. [Embedded content](https://app.storylane.io/demo/1hss1arkz5l2?embed=inline) ### Access the application 1. Sign in to Encompass Web using your credentials. 2. From your **Pipeline**, select **any loan** from the list. 3. In the left navigation bar, select **Services**, then choose **All Services** from the menu. 4. On the **All Services** page, click **Order Service.** 5. In the **Order Service** pop-up, select **Credit** under **Categories**, then choose **Cotality Credco** from the **Providers** list. 6. Click **Next**. 7. From the left navigation menu, click **Settings**. The **Admin** page displays. --- ### Explore the Users tab The **Users** tab allows you to view and manage users associated with the integrated Encompass Credco application. From this tab, you can review each user's details and most recent login date and time. You can also access the screen to add or update a user's assigned template when needed. #### Features - **Search by**: Enter a user's name, persona or email address to quickly locate a specific user. - **Template Filter**: Use this filter to locate users with a specific assigned template. - **Persona Filter**: Use this filter to locate users assigned to a specific persona. - **User List**: List that displays all users, their email address, name, assigned template, assigned personas, and last login. > [!NOTE] > **Tip**: To update a user, click their **Email Address link** to open the **Edit User** screen. You can also click the **vertical ellipses (⋮)** next to the user and select **Edit User**. --- ### Manually assign a user template As an Administrator, you can manually override a user's automatically assigned template. The manually assigned template remains in effect until you update it again. For example, if a user was automatically assigned the Loan Officer template but now requires the permissions associated with a Loan Processor, you can manually assign the Loan Processor template to update their access. 1. From the **Users** tab, locate the user that you want to update. 2. Click the user’s **Email Address link**. 3. From the **Assigned Order Template** dropdown, select a new template. 4. Review the displayed permissions to confirm that the template provides the intended access. 5. Click **Save Changes** to apply the template assignment. The **Users** screen displays, and the user's **Assigned Template** is updated. > [!NOTE] > **Tip**: For more information about persona-based credit order templates, see [How to Create, Configure & Manage Credit Order Templates in Encompass®](https://docs.cotality.com/docs/how-to-create-configure-and-manage-credit-order-templates-in-encompass-newapp). --- ## Outcome You can review and manage user access, including manually assigning user templates when needed, in the integrated Credco application within Encompass.