Overview
Updating user profiles allows you to grant permissions required for specific tasks such as managing UAD 3.6 fees, submitting orders for review, and triggering UCDP submissions. These permissions are configured in the User Management section.
How to Update User Profiles
To update a user profile on Mercury Network, follow these steps:
Navigate to Users.
Select the user to update.
Scroll to the Permissions section.
Under Preferences Management, review UAD 3.6 Fees.
Tip: The above step is required for anyone who will create or edit fee plans in Preferences → Fees.
Under Order Management, review Submit to Review.
Tip: Enable this option for users who should manually send completed UAD 3.6 appraisals to investigate review. Only works for orders that have a delivered appraisal.
Under Order Management, submit to UCDP.
Note: Review for users who should manually trigger UCDP submission for UA 3.6 orders. Only works for orders that have a delivered appraisal.
Save the user profile.
Repeat for all users who need these permissions.
Outcome
After completing these steps, you will be able to assign the appropriate permissions for users to manage fee plans, submit orders for review, and trigger UCDP submissions. This ensures users have the correct access to perform required actions within Mercury Network.