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
Follow these steps to view and manage users in the integrated Credco application in Encompass Desktop.
Access the application
Sign in to Encompass® Desktop using your credentials.
From your Pipeline, select any loan from the list.
In the left navigation bar, select Services, then choose Order Credit Report from the menu.
On the Credit Report popup, select Cotality Credco.
Click Submit.
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.
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.
From the Users tab, locate the user that you want to update.
Click the user’s Email Address link.
From the Assigned Order Template dropdown, select a new template.
Review the displayed permissions to confirm that the template provides the intended access.
Click Save Changes to apply the template assignment. The Users screen displays, and the user's Assigned Template is updated.
Tip: For more information about persona-based credit order templates, see How to Create, Configure & Manage Credit Order Templates in Encompass®.
Follow these steps to view and manage users in the integrated Credco application in Encompass Web.
Access the application
Sign in to Encompass Web using your credentials.
From your Pipeline, select any loan from the list.
In the left navigation bar, select Services, then choose All Services from the menu.
On the All Services page, click Order Service.
In the Order Service pop-up, select Credit under Categories, then choose Cotality Credco from the Providers list.
Click Next.
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.
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.
From the Users tab, locate the user that you want to update.
Click the user’s Email Address link.
From the Assigned Order Template dropdown, select a new template.
Review the displayed permissions to confirm that the template provides the intended access.
Click Save Changes to apply the template assignment. The Users screen displays, and the user's Assigned Template is updated.
Tip: For more information about persona-based credit order templates, see How to Create, Configure & Manage Credit Order Templates in Encompass®.
Outcome
You can review and manage user access, including manually assigning user templates when needed, in the integrated Credco application within Encompass.