Security Groups are designed so that managers can set Akcelerant Framework access for a group rather than every individual user. Rather than going through the process of assigning individual user permissions and access to features for every employee, administrators can assign them to Security Groups that provide access to all Framework features that can be set at the individual user level.
In the System Management > Groups > Security Groups the following columns display:
| Column Name | Description |
| Name | The name of the Security Group. |
| Description | The description of the Security Group. |
| Last Modified | Denotes when the last modification to the Security Group was made. |
| Modified By | Denotes who made the last modification to the Security Group. |
Security Group Attributes
All security groups have common attributes that are defined while creating, copying, or editing a security group.
General
General attributes are located on the General tab:
| Attribute | Description |
| Name | Provide a name for the Security Group. This is a required field. |
| Description | Provide details about the Security Group. |
Permissions
Use the Permission attribute, located in the Permissions tab, to manage the new Security Group’s access to several features throughout the Framework. This tab contains 2 columns: Function and Permission. Click under the Permission column in the corresponding row of the screen and a drop-down appears. Change the value in this drop-down to change the user's access to the screen. The following are permission options that are available through the permission drop-down:
- None: The selected the user does not have permission to view or execute the feature.
- Change: The selected the user has full access to the feature. User can view and edit.
- View: The user has the ability to view the function but does not have the ability to change or execute it.
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If an individual user permission is set to “None” but the user is a part of a Security Group that has “Change” permission to the same feature, the system defaults to “Change.” The higher permission between the user and group level is systematically set. |
Below is a list of all the permissions that can be customized by the administrator and their description.
PermissionsBelow is a list of all the permissions that can be customized by the administrator and their description.
| Areas | |
| Name of Permission | Description |
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Edit All Comments Allows a user to edit all comments made by other users within the Workflow History screen. |
None: Users are not able to edit other user’s comments in Workflow History Screens. Change: Allows users to edit any other user’s comments in Workflow History screens. |
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Edit Own Comments Allows a user to edit only comments made by the same user within the Workflow History screen. |
None: Users are not able to edit their own comments in Workflow History screens. Change: Allows users to edit their own comments in Workflow History screens. |
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Workspace Allows a user to perform various functions within the person workspace, such as writing comments or working a queue. |
None: Users are not able to perform various functions such as posting a comment and working queues in a workspace.
View: Allows users to view comments and queues but not work queues. Change: Allows users to perform various functions such as posting a comment and working queues in a workspace. |
| Collections | |||
| Name of Permission | Description | ||
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Add Task Allows a user to add tasks when working a case within the Framework. |
None: Users cannot add tasks when working a case in the Framework.
Change: When working a case, allows users to Add a Task. |
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Case Processes Allows a user to view, edit, delete, and create changes to case processes within System Management. Changes made in System Management are reflected when working a case in the workspace. |
None: Users can not view or access the Case Processes page in System Management > Collections > Case Processes.
View: Allows users to view but not make any changes to the Case Processes page in System Management > Collections > Case Processes. Change: Allows users to view and make changes within the Case Processes page in System Management > Collections > Case Processes. |
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Case Queues Allows a user to view, edit, delete, and create changes to case queues within System Management. Changes made in System Management are reflected when working a case in the workspace. |
None: Users can not view or access the Case Queues page in System Management > Collections > Case Queues.
View: Allows users to view but not make any changes to the Case Queues page in System Management > Collections > Case Queues. Change: Allows users to view and make changes within the Task Queues page in System Management > Collections > Case Queues. |
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Case Tasks Allows a user to view and make changes to Task Processes and Task Templates within System Management. Changes made in System Management are reflected when working a case in the workspace. |
None: Users can not view or access Task Processes or Task Templates in the Tasks folder in System Management.
View: Allows users to view but not make any changes to any of the Task Processes and Task Templates in the Tasks folder in System Management. Change: Allows users to view and make changes to Task Processes and Task Templates in the Tasks Folder in System Management. |
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Case Types Allows a user to view and make changes to various case types that are reflected in the workspace. |
None: Users can not view or access the Case Types page in System Management.
View: Allows users to view but not make any changes to the Case Types page in System Management. Change: Allows users to view and make changes within the Case Types page in System Management. |
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Collection Queues Allows a user to view and make changes to Collection queues that are reflected in the workspace. Collection queues include features such as Collection Queue Refresh Order and Collection Queue Work Order. |
None: Users can not view or access the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections.
View: Allows users to view but not make any changes to the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections. Change: Allows users to view and make changes within the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections. |
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Create Collateral Equity Analysis
Allows a user to create Equity Analysis on a collateral screen within a person workspace. |
None: Users cannot create an Equity Analysis within a person's collateral screen.
Change: Allows users to create an Equity Analysis from within a person's collateral screen. |
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Edit Collateral Equity Analysis Allows a user to edit existing equity analysis located on a person's collateral screen in the workspace. |
None: Users cannot edit an existing Equity Analysis from within a person's collateral screen.
Change: Allows users to edit an existing Equity Analysis from within a person's collateral screen. |
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Edit Promise Payments Allows a user edit existing promise payments made within the person workspace. |
None: Users cannot edit promise payment arrangements after they have been made. Change: Allows users to edit the promise payment arrangements after they have been made. |
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Edit Promise Status Allows a user to edit the promise status of an existing promise made within the person workspace. |
None: Users cannot edit promise statuses in a person’s promise history screen.
Change: Allows users to edit the promise status in a person’s promise history screen.
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Event Processing Allows a user to view and change Event Processing within System Management. |
None: Event Processing screen within System Management is not available to user. View: Event Processing screen within System Management can be viewed but not edited by user. Change: Event Processing screen within System Management screen can be viewed and edited by user. |
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Promise Approval Allows a user to access and change various promises awaiting approval. |
None: Users do not have access to the Promise Approval page in System Management and are not able to respond to promises pending approval. Change: Allows users access to the Promise Approval page in System Management and they are able to respond to promises pending approval. |
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Recovery Approval Allows a user to view and process pending charge offs within System Management.
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None: Users do not have access to the Recovery Approval page in System Management and are not able to respond to charge offs pending approval.
View: Users have access to the Recovery Approval page in System Management but are not able to accept and/or reject charge offs. Change: Users are able to both access the Recovery Approval page in System Management and process pending charge offs. |
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Rules Management Allows a user to access the Rules Management application within the Framework. The Rules Management application allows users with proper permissions to view and create rules to apply in various contexts throughout the Framework. |
None: Users do not have access to the Rule Management page in System Management>Collections, and do not have the ability to view/open the rules manager in various other areas in the Framework that utilize the rules integration. Change: Allows users access to the Rules Management application throughout the Framework. |
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| Desktop | |
| Name of Permission | Description |
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Create Account Allows users to create a person account from the Framework ribbon bar. |
None: Users are not able to access the create accounts drop down option or create accounts from the Framework ribbon. Change: Allows users to create accounts from the Create Accounts dropdown in the Framework ribbon. |
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Create Case Allows a user to view and create cases while working a person workspace. |
None: Users are not able to see or create cases using the “briefcase” icon in the workspace toolbar.
Change: Allows users to create cases using the “briefcase” icon in the workspace toolbar. |
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Run Non-Person Workflow Allows a user to view and run non-person workflows within the Framework. |
None: Users do not have access to the Non-Person workflow option in the Framework ribbon. Change: Allows users to run non-person workflows from the Create drop-down in the Framework ribbon. |
| Solutions | |
| Name of Permission | Description |
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SOLUTION.COLLECTION Allows a user to view and change settings on the Collections settings page within System Management. Any changes made within Solution.Collection apply for all of Collections within the Framework. |
None: Users cannot view or access collection settings under System Management>Solutions>Collection.
View: Allows users to view collection settings but not make any changes to them under System Management>Solutions>Collection. Change: Allows users to view and make changes to collection settings under System Management>Solutions>Collection. |
| System Management | |
| Name of Permission | Description |
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Account Assignments Allows a user to manually assign or unassign accounts to a Collection Queue. |
None: Users can not view or access the Account Assignments page in System Management. View: Allows users to view but not make any changes to the Account Assignments page in System Management. Change: Allows users to view and make changes within the Account Assignments page in System Management. |
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Account Types Allows a user to view and change Account Types for collections. These Account Types can be mapped to various accounts within the Framework. |
None: Users can not view or access the Account Types page in System Management.
View: Allows users to view but not make any changes to the Account Types page in System Management. Change: Allows users to view and make changes within the Account Types page in System Management. |
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Administrative Settings Allows a user to view and change administrative settings within the Framework. Administrative Settings can be accessed in System Management and include settings such as look and feel, security, and institutional information. |
None: Users can not view or access the Administrative Settings page in System Management.
View: Allows users to view but not make any changes to the Administrative Settings page in System Management. Change: Allows users to view and make changes within the Administrative Settings page in System Management. |
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Alerts Allows a user to view and edit Framework-wide alerts that appear each time a user logs into the system. |
None: Users can not view or access the Alerts page in System Management.
View: Allows users to view but not make any changes to the Alerts page in System Management. Change: Allows users to view and make changes within the Alerts page in System Management. |
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Archive Data Allows a user to archive data, such as accounts, within the Framework. Archiving data cannot be undone, therefore, users should be cautious with using this functionality. |
None: Users can not view or access the Archive Data page in System Management. Change: Users can view and access the Archive Data page, as well as perform the Archive function. |
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Areas Allows a user to access and change Framework Areas from System Management. Areas allow users to configure the look and feel and functionality of a workspace. |
None: Users can not view or access the Areas page in System Management.
View: Allows users to view but not make any changes to the Areas page in System Management. Change: Allows users to view and make changes within the Areas page in System Management. |
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Automated Workflow Allows a user to view and create automated workflows within the Framework. |
None: Users can not view or access the Automated Workflow page in System Management>Workflow>Automated Workflow.
View: Allows users to view but not make any changes or execute Automated Workflows within the Automated Workflow page in System Management>Workflow>Automated Workflow. Change: Allows users to view and make changes within the Areas page in System Management. |
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Batch Case Processing Allows a user to view and perform Batch Case Processing within the Framework. |
None: Users can not view, access, or perform the Batch Case Processing function within System Management>Batch Case Processing. Change: Allows users to view, access, and perform the Batch Case processing function within System Management>Batch Case Processing. |
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Batch Letter Printing Allows a user to view and perform Batch Letter Printing for a previously created batch. |
None: Users can not view, access, or perform the Batch Letter Printing function within System Management>Communication>Batch Letter Printing. Change: Allows users to view, access, and perform the Batch Letter Printing function within System Management>Communication>Batch Letter Printing. |
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Batch Workflow Allows a user to create and execute batch workflows within the Framework. Batch Workflow allows administrators to apply a single workflow to multiple accounts at one time based on the Account Identifier, rather than retrieving each account separately and manually applying the workflow multiple times. |
None: Users can not view, access, or perform the Batch Workflow function within System Management>Workflow>Batch Workflow.
View: Allows user to view and access the Batch Workflow page but not execute a Batch Workflow in System Management>Workflow>Batch Workflow. Change: Allows users to view, access, and execute Batch Workflows within System Management>Workflow>Batch Workflow. |
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Categories Categories are no longer used in v14. |
None: Users can not view or access the Categories page in System Management.
View: Allows users to view but not make any changes to the Categories page in System Management. Change: Allows users to view and make changes within the Categories page in System Management. |
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Companies and Contacts Allows a user to view, edit, and change companies and contacts within the Address Book. These companies and contacts can be accessed throughout the Framework. |
None: Users can not view or access the Companies and Contacts pages in System Management>Address Book.
View: Allows users to view but not make any changes to the Companies and Contacts pages in System Management>Address Book. Change: Allows users to view and make changes within the Companies and Contacts pages in System Management>Address Book. |
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Configuration Export Allows a user to view, edit and create export packages using Configuration Manager. |
None: Users can not view or access the Export Configurations page in System Management > Configurations. Change: Allows users to view and make changes within the Export Configurations page in System Management > Configurations. |
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Configuration Import Allows a user to view, edit and import packages using Configuration Manager. |
None: Users can not view or access the Import Configurations page in System Management > Configurations. Change: Allows users to view and make changes within the Import Configurations page in System Management > Configurations. |
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Connectors Allows a user to access connectors that the institution utilizes within System Management. |
None: Users do not have access to the Connectors folder in System Management.
View: Allows users to access the connector pages but not save any changes within the page. Change: Allows users to have access to all Connectors in the Connectors folder in System Management. |
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Cost Centers (Recovery Solution) Allows a user to view and change costs centers within the Framework. Cost Centers provide a way to break expenses down by department to use the information for reporting. When creating an Expense or Other Cost/Fee transaction on a charged off account, a cost center can be selected to associate with the transaction. |
None: Users can not view or access the Cost Centers page in System Management.
View: Allows users to view but not make any changes to the Cost Centers page in System Management. Change: Allows users to view and make changes within the Cost Centers page in System Management. |
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Custom Field Management Allows a user to create custom fields that are used to extend the Framework database. Custom fields can be used throughout the entire Framework. |
None: Users can not view or access the Custom Fields page in System Management.
View: Allows users to view but not make any changes to the Custom Fields page in System Management. Change: Allows users to view and make changes within the Custom Fields page in System Management. |
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Dashboards Allows a user to view and change Dashboards from the Framework Ribbon Bar. Dashboards are groups of different Web Parts in the system. Web Parts are predefined information boxes that display information about queues, user performance and applications. Views and Reports can also be added to dashboards. |
None: Users cannot access the Dashboards page from the Dashboards icon in the Framework ribbon.
View: Allows users to view the Dashboards list in the Dashboards page from the dashboards icon in the Framework ribbon, but cannot run dashboards. Change: Allows users to view the list of dashboards, and run dashboards from the Framework ribbon. |
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Dialer Return Codes Allows a user to view and change dialers used when the Framework performs actions based off the code. When an institution is using a dialer, the dialer returns a code to the Framework after each call. |
None: Users can not view or access the Dialer Return Codes page in System Management>Dialers>Dialer Return codes.
View: Allows users to view but not make any changes to the Dialer Return Codes page in System Management>Dialers>Dialer Return Codes. Change: Allows users to view and make changes within the Dialer Return Codes page in System Management>Dialers>Dialer Return Codes. |
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Emails Allows a user to view and create email templates to be used while working a case. |
None: Users can not view or access the Emails page in System Management>Communication>Emails.
View: Allows users to view but not make any changes to the Emails page in System Management>Communication>Emails. Change: Allows users to view and make changes within the Emails page in System Management>Communication>Emails. |
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Exports Allows a user to view and change export settings within System Management. |
None: Users can not view or access the Exports page in System Management.
View: Allows users to view but not make any changes to the Exports page in System Management. Change: Allows users to view and make changes within the Exports page in System Management. |
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Field Configurations Allows a user to view and change field configurations within the Framework. Changes made in field configurations apply throughout the entire Framework. |
None: Users can not view or access the Field Configurations page in System Management..
View: Allows users to view but not make any changes to the Field Configurations page in System Management. Change: Allows users to view and make changes within the Field Configurations page in System Management. |
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GL Accounts (Recovery Solution) Allows a user to view and change GL Accounts when using the Recovery Solution. GL Accounts are used when defining the posting rules on a transaction code to determine how a new transaction is allocated on a recovery account. |
None: Users can not view or access the GL Accounts page in System Management.
View: Allows users to view but not make any changes to the GL Accounts page in System Management. Change: Allows users to view and make changes within the GL Accounts page in System Management. |
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Hyperlinks Allows a user to view and change Hyperlinks in System Management. Hyperlinks can be used when working a case.
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None: Users can not view or access the Hyperlinks page in System Management.
View: Allows users to view but not make any changes to the Hyperlinks page in System Management. Change: Allows users to view and make changes within the Hyperlinks page in System Management. |
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Interest Rates Allows a user to view and change Interest Rates in System Management. Interest Rates are used to determine variable rates on charged off accounts. Charged-off accounts are available in the system, but this feature only ties to those accounts if the recovery solution is active.
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None: Users can not view or access the Interest Rates page in System Management.
View: Allows users to view but not make any changes to the Interest Rates page in System Management. Change: Allows users to view and make changes within the Interest Rates page in System Management. |
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Letters and Forms Allows a user to create letters and other forms to be used when working a case within the Framework.
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None: Users can not view or access the Letters and Forms page in System Management>Communication>Letters and Forms.
View: Allows users to view but not make any changes to the Letters and Forms page in System Management>Communication>Letters and Forms. Change: Allows users to view and make changes within the Letters and Forms page in System Management>Communication>Letters and Forms. |
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Merge Accounts Allows a user to merge two accounts together. This action cannot be undone, therefore, caution should be taken when using the merge function. |
None: Users can not view or access the Merge Accounts page in System Management.
Change: Users can view and access the Merge Accounts page, as well as perform the Merge function. |
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Payment Types Allows a user to view, edit and create Payment Types in System Management.
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None: Users can not view or access the Payment Types page in System Management>Payment Types.
View: Allows users to view but not make any changes to the Payment Types page in System Management>Payment Types. Change: Allows users to view and make changes within the Payment Types page in System Management>Payment Types. |
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Performance Groups Allows a user to view and change performance groups in System Management. The Performance Groups page allows administrators to group users together who have similar capabilities. Data regarding their calls, contacts and promises are calculated and tracked on an individual user basis and as a whole Performance Group. |
None: Users can not view or access the Performance Groups page in System Management>Groups>Performance Groups.
View: Allows users to view but not make any changes to the Performance Groups page in System Management>Groups>Performance Groups. Change: Allows users to view and make changes within the Performance Groups page in System Management>Groups>Performance Groups. |
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Reports Allows a user to view and create an unlimited amount of reports from the Framework Ribbon Bar. Reports can be run on-demand by anyone who has permission to run the report or can be scheduled to run at certain times. |
None: Users can not access the Reports page from the Reports icon in the Framework ribbon.
View: Allows users to view the Reports list in the Reports page from the reports icon in the Framework ribbon, but cannot run, see history, or design any reports. Change: Allows users to view the list of reports, run reports, see history, and design reports from the reports icon in the Framework ribbon. |
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Role Types Allows a user to view and change Role Types in System Management. |
None: Users can not view or access the Role Types page in System Management.
View: Allows users to view but not make any changes to the Role Types page in System Management. Change: Allows users to view and make changes within the Role Types page in System Management. |
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Screens Allows a user to view and change screens in System Management. There are three categories of screens within the Framework: System-Defined, Custom and User-Defined. System-Defined screens are pre-built by Akcelerant to provide out-of-the-box functionality and do not require (or allow) any configuration. Custom screens are coded by the customer or by Akcelerant on behalf of the customer and installed on the customer’s site. A User-Defined screen is created by the customer within Screens. |
None: Users can not view or access the Screens page in System Management.
View: Allows users to view but not make any changes to the Screens page in System Management. Change: Allows users to view and make changes within the Screens page in System Management. |
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Security Groups Allows a user to view and change Security Groups in System Management. Security Groups are designed so that managers can set Akcelerant Framework access for a group rather than every individual user.
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None: Users can not view or access the Security Groups page in System Management>Groups>Security Groups.
View: Allows users to view but not make any changes to the Security Groups page in System Management>Groups>Security Groups. Change: Allows users to view and make changes within the Security Groups page in System Management>Groups>Security Groups. |
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Share Types Allows a user to view and create various share types in System Management.
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None: Users can not view or access the Share Types page in System Management.
View: Allows users to view but not make any changes to the Share Types page in System Management. Change: Allows users to view and make changes within the Share Types page in System Management. |
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SoundBite Allows a user to access the SoundBite application, if available for the institution. SoundBite provides dialer services. |
None: Users can not access the SoundBite page. Change: Allows users to have access to the SoundBite application. |
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Third Party Duplicates Allows a user to merge and export Third Party Duplicates in System Management. The Third Party Duplicates page displays any accounts imported from a third party that match multiple accounts with the same Third Party ID. |
None: Users can not view or access the Third Party Duplicates page in System Management
View: Allows users to view but not make any changes to the Third Party Duplicates page in System Management. Change: Allows users to view and make changes within the Third Party Duplicates page in System Management. |
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Third Party Exceptions Allows a user to review and resolve third party exceptions so that all third party accounts can be imported into the Framework. Typical third party accounts include PSCU, FICS, Certegy, and more. |
None: Users can not view or access the Third Party Exceptions page in System Management. View: Allows users to view and perform functions within the Third Party Duplicates page in System Management. |
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Third Party Field Audit Allows a user to track account-level changes submitted by third party companies. |
None: Users can not view or access the Third Party Field Audit page in System Management.
View: Allows users to view but not make any changes to the Third Party Field Audit page in System Management. Change: Allows users to view and make changes within the Third Party Field Audit page in System Management. |
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Transaction Codes (Recovery Solution) Allows a user to track payments, adjustments, and expenses on charged off accounts. Multiple transaction codes can be configured to apply funds differently to an account. |
None: Users can not view or access the Transaction Codes page in System Management.
View: Allows users to view but not make any changes to the Transaction Codes page in System Management. Change: Allows users to view and make changes within the Transaction Codes page in System Management. |
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Users Allows a user to view and change existing users within the Framework, as well as create new users. |
None: Users can not view or access the Users page in System Management.
View: Allows users to view but not make any changes to the Users page in System Management. Change: Allows users to view and make changes within the Users page in System Management. |
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View Full TIN in Search Results Allows the full TIN to show when searching an account, not just the last four digits. |
None: Allows users to only view the last 4 digits of a TIN when using the search function in the Framework. View: Allows users to view the entire TIN when using the Search function in the Framework. |
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Views Allows a user to view and change Views from the Framework Ribbon Bar. Views are interactive reports that can be run any time by anyone who has permissions to run the view. |
None: Users cannot access the Views page from the Views icon in the Framework ribbon.
View: Allows users to view the Views list in the Views page from the views icon in the Framework ribbon, but cannot run views. Change: Allows users to view the list of views, and run views from the Framework ribbon. |
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Workday Schedules Allows a user to define the expected duration when working an account, due dates, holidays, and more. |
None: Users can not view or access the Workday Schedules page in System Management.
View: Allows users to view but not make any changes to the Workday Schedules page in System Management. Change: Allows users to view and make changes within the Workday Schedules page in System Management. |
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Workflow Allows a user to view and change workflows in System Management. Workflows are used to document what occurs within an account or case and can be configured to be as basic or as complex as the creator desires. |
None: Users can not view or access any features in the Workflow folder in System Management.
View: Allows users to view but not make any changes to any of the features in the Workflow folder in System Management. Change: Allows users to view and make changes to any features in the Workflow Folder in System Management. |
Users
Within the Users tab, assign active users within the Framework to be a part of the Security Group.
Screens
Within the Screens tab, assign available screens to the Security Group. If a screen is assigned, the users in the Security Group have access to the screen in the left navigation panel when a person/account is open in the workspace.
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If the security group the user is assigned to has access to the screen, by default the user has access to the screen even if they do not at the user level. |
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The screens and boxes that display on the Security Group Edit screen are determined by the enabled solution. For example, if lending is not active, lending screens are not available to be assigned and the Available and Assigned Lending boxes do not display on the Screens tab. |
Workflow
Workflows can be assigned in the Workflow tab. There are three levels of access a security group can have on a workflow: None, View or View & Execute.
- None: The Security Group is not able to view the workflow history associated to the workflow nor execute the workflow.
- View: The Security Group can view the workflow history associated to the workflow but cannot execute it.
- View & Execute: The Security Group can view the workflow history and execute the workflow on an account, case or person.
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If the security group the user is assigned to has access to the workflow, by default the user has access to the workflow even if they do not at the user level. |
In order for a user to have access to a workflow on an Area, the following criteria must be met:
- The workflow must be assigned to the Area.
- The user must have direct security access to the workflow or access through a security group.
- For each workflow, security can be set on the Area and the User or Security Group level. This security only applies when a user enters the Workspace of an Area. For example, if a workflow is not assigned to an Area, the workflow does not appear in the Area regardless of the security applied to the workflow.
- When assigning a workflow to an Area or assigning Users and Security Groups to a workflow, there are three levels of security: None, View and View & Execute. None is the lowest level of security and View & Execute is the highest level of security.
Dashboards
On the Dashboards tab, assign available dashboards to the Security Group. If assigned, the user is able to open the dashboard from the dashboard icon in the Framework ribbon.
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If a user has individual permission to a dashboard, by default the user has access to the dashboard even if they do not at the Security Group level. |
Views
On the Views tab, assign available views to the user. If assigned, the user is able to open the view from the views icon in the Framework ribbon.
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If a user has individual permission to a view, by default the user has access to the view even if they do not at the Security Group level. |
Reports
On the Reports tab, assign available reports to the Security Group. If assigned, the Security Group has the ability to view/run the reports from the reports icon in the Framework ribbon.
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If a user has individual permission to a Report, by default the user has access to the view even if they do not at the Security Group level. |
Areas
On the Areas tab, assign available areas to the Security Group. These assigned areas are available to the Security Group in the Areas drop-down in the workspace.
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If a user has individual permission to an area, by default the user has access to the area even if they do not at the Security Group level. |
Lending Settings
Lending Settings enables administrators to assign Application Sources and Restricted Account Types to a Security Group.
At the top of the Lending Settings tab, a multi-grid containing the following tables control which application sources users within the security group are able to process applications for:
| Table | Description |
| Available Application Sources | Contains a list of all the application sources that have not been assigned to the security group. Upon assigning an application source the security group, it is removed from the available list. |
| Assigned Application Sources | Contains a list of all application sources that have been assigned to the security group. |
Use the multi-grid controls to assign or un assign the desired application sources.
At the bottom of the Lending Settings tab, a multi-grid containing the following tables control which restricted account types users within the security group are able to process applications for:
| Table | Description |
| Available Restricted Account Type | Contains a list of all the restricted account types that have not been assigned to the security group. Upon assigning a restricted account type the security group, it is removed from the available list. |
| Assigned Restricted Account Type | Contains a list of all restricted account types that have been assigned to the security group. |
Use the multi-grid controls to assign or un assign the desired restricted account types.
When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout the Framework. Click Cancel to return without saving.
- To create a new Security Group, click Create.
- The New Security Group screen appears.
- Navigate through the tabs and update the necessary attributes to the Security Group.
- When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout he Framework. Click Cancel to return without saving.
- Select a Security Group to highlight it.
- Click Copy. The Copy Security Group screen appears.
- Navigate through the tabs and make any required/necessary changes to the Security Group.
- When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout he Framework. Click Cancel to return without saving.
- Select a Security Group to highlight it.
- Click Edit. The Edit Security Group screen appears.
- Navigate through the tabs and make any necessary changes to the Security Group.
- When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the Security Group and return to the Security Groups page. Click Cancel to return without saving.
- Select a Security Group to highlight it.
- Click Delete.
- A confirmation message appears. Click Yes to delete the security group. Click No to return to the Security Groups page without deleting.