How to Grant Permissions to Users on Mercury Network®

Place New Orders

Allows users to place new appraisal orders. Click the New Orders link to specify which types of products this user will be able to order.

Note: These products will need to be enabled in Product Requirements before they can be ordered.

Residential Appraisal	Commercial Appraisal
Inspection	Broker Price Opinion
Optival AVM Cascade	Real Condition Report
Optival AVM Cascade & RealCondition Repot

Edit/Update Orders

Allows the user to perform specific actions on the orders available to them including requesting revisions, editing the order, sending via SureReceipts, and more. Click the Edit/Update link to specify which actions you'd like to grant the user.

Note: Enabling the Mark Complete permission gives the user permission to access Revision Requests, Completed Order Attachments, and SureReceipts options for orders that are in a QC and revised report status. To prevent this, you'll need to unselect this permission.

Assign/Reassign Orders	Delete/Undelete Orders	Accept/Decline Conditions
Attach Documents	Accept/Decline Modifications	Add Notes
Edit Order	Send Message	Cancel Revision Request
Inspection Scheduled	Accept/Reject Overrides	Inspection Complete
Escalate to QC - Lvl 2	Escalate to QC - Lvl 3	Mark Complete
Resume	Change Due Date	Send to BlitzDocs
Change Fee	Duplicate	Cancel Orders
Issue/Review Bids

Manage Orders by Product

Allows the user to access orders that are available to them based on product types. Click the Product link to specify the product types you want the user to have access to from a complete list of all available products. Keep in mind that that any products that are disabled here cannot be accessed or managed by the user.

Manage Orders by Folder

Allows the user to access orders available to them in specific status folders. Click the Folder link to specify the status folders you want the user to have access to. Keep in mind that any folders that are disabled here cannot be accessed or managed by the user while the order is actively set to that status. Once an order status is updated to a status the user has permission to access, it will be made available to them.

Note: When Provide Disclosure Tracking is enabled, the user will also have access to the Requires Disclosure and Pending Disclosure Exp folders.

Awaiting Acceptance	Requires Reassignment	Declined
Conditionally Declined	Accepted	Modification Requested
Inspection Scheduled	Inspection Complete	Override Requested
In QC - Level One	In QC - Level Two	In QC - Level Three
Revised Report	Revision - Not Requested	UCDP Submitted
UCDP - Failed	UCDP - Not Accepted	Completed
Revision Needed	Delayed	On Hold
Canceled	Deleted	Open Bid Orders

Required to Use Fee Panel

User's orders will only be assigned to appraisers on the Fee Panel.

Selection Settings (Per Order)

Allows the user to change the vendor selection settings on a per‑order basis. This includes the ability to override default settings for requiring a valid license, E&O insurance, preferring a local vendor, and automatic/double-blind assignment to name a few. Changes made on a per‑order basis will be recorded in the audit trail.

View/Manage Other Users' Orders

Allows this user to manage other users' appraisal orders — Note that by clicking the Users' link you can select which users' orders this user can manage.

Submit to UCDP

Allows this user to submit appraisals directly to UCDP.

• Click the UCDP link to choose which Business Units this user can submit for.

• This user will also handle all revision requests, overrides, and resubmissions for the appraisals they submit to UCDP.

Submit to FHA

Allows this user to submit appraisals directly to FHA via the EAD portal.

• Click the FHA link to choose which Business Units this user can submit for.

• This user will also handle all revision requests, overrides, and resubmissions for the appraisals they submit to FHA via the EAD portal.

Compliance

Note: Note: Please use caution when granting this permission. If you check the Compliance privilege, it grants the user the ability to see the appraiser's contact information, delete completed reports from your Mercury Network® account, and flag orders as complete. Do NOT grant this permission to any person who is not in charge of the compliance efforts in your organization.

Manage QuickLists

If this is selected, the user will be able to add and remove items from the QuickLists. If it is not selected, the user will simply use the QuickList items that have already been configured.

Related Article: How to Manage QuickList Entries

Auto Assignment Approval

When auto-assigning an order to a vendor, this allows the user to see the vendor contact information before placing the order. This allows them to confirm that the vendor can accept the order.

Submit to AQM

This enables the user submit orders to AQM.

Rate Vendors

This enables the user to rate the vendors that work on appraisal assignments on the quality of their work and their professionalism.

Access VMP XSite

Disabling this option allows you to lock out a user from the VMP XSite completely. For example, if a user should only be managing orders from the vendor side, you can now prevent them from logging in to the VMP XSite which includes restricting their access to sync status updates, messages, and making changes to the clients order in any way from your VMP XSite.

Note: Do not disable the Access VMP XSite option unless you want to completely restrict a user from logging in to your VMP XSite. Disabling this option prevents the user from logging in whatsoever.

UARR Configuration

This will allow the user to manage the preferences in the Uniform Appraisal Review Rules.

Order Product Requirements

Check this box to let the user change the requirements for all orders of a specific type.

VMP XSites

This permission will allow the user to change preferences for your VMP XSite, if you have one.

Vendor Selection Settings

When selected, the user will be able to adjust the preferences that control how appraisers are selected for appraisal orders. Click Settings to choose if this user can access Vendor selection, Intelligent Selection System (ISS), or Ordering options.

AQM Settings

This permission will allow the user to change preferences for AQM.

Manage UAD 3.6 Fees

This permission applies to our new fee management module, which will only become visible in your platform once you migrate to UAD 3.6.

Client Management

This permission allows the user to change client specific settings and preferences.

View Management Reports

This will allow the user to view the reports that detail your Mercury Network® appraisal orders.

Add/Manage User Accounts

Select this to allow the user to create new users and manage existing users' settings.

Manage Account

Allows the user to add and/or update the credit card on file used for transaction fees and view the transaction fee invoice history.

Manage Fee Panel

This permission determines how the team member will interact with appraisers from the fee panel and candidate list.

Click Fee Panel to control these specific actions:

Fee Panel (Read Only)

This allows a user to see your fee company's fee panel but not make any changes.

Add/Manage Connections

With this enabled, the user will be able to manage your connection to the UCDP and EAD. They'll be able to change the DI User ID and password, as well as add, remove, or edit any of your Business Units. Assign this only to a user who is authorized to manage these connections. Invalid connection settings will interrupt your ability to submit to UCDP and EAD.