Restriction Groups

Updated 6 months ago by Cole

General

Restriction groups give you the ability to define more specifically the access that an Agent user has to groups of loans.  Restriction groups are different than  search restrictions, but they work in concert together to control Agent-User loan access. Also consider  Roles,  Shortcuts,  Views.

• Restriction groups control the permission level within a loan. While search restrictions control the search results on the Loan Manager, restriction groups control the permissions a user has, if any, within a loan account.
• Restriction groups are based on rules.  If a loan account qualifies for the rule (rule evaluates to TRUE), then the permission level granted to that restriction group will apply.
• Restriction groups are created at the company level, Agent Users can be associated with none, one, or any number of restriction groups.

How To Create a Restriction Group

To create a restriction group, start by navigating to Settings > Company > Access > Restriction groups inside your company’s account.

To create a new restriction group, click  Add.

The top portion of this page is where you can enter information about the restriction group.  The bottom section is where you enter the rules that actually defines loan access permissions for the group.

The options in the top section include:

• Name – This is the name of the restriction group and should distinguish this group from others in your company.
• Active – This toggle switch lets you choose whether this restriction group is active and can be assigned to  agent users in your company.
• Description – A description of this restriction group to give others an idea of what the group is.

The bottom section lets you define a rule, choose a level of access, and add an error message for the following loan areas:

• Loan – The entire loan account. The following permission options are available:
  • full access – full read, write, and delete access
  • no read – the user will not have access through the user interface, but will still be able to write and delete using the API.
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
  • no access – the user will not have any access through the user interface or the API or any other entity other than the LOAN ACCOUNT.
• Loan Settings – The  loan settings section. The following permission options are available:
  • full access – full read, write, and delete access
  • no write – read access, but no ability to make updates
• Loan Setup – The  loan setup section. The following permission options are available:
  • full access – full read, write, and delete access
  • no write – read access, but no ability to make updates
• Collateral – The  collateral section of a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no write – read access, but no ability to make updates
• Insurance – The  insurance section of a loan.  The following permission options are available:
  • full access – full read, write, and delete access
  • no write – read access, but no ability to make updates
• Escrow Transactions – The  transactions section inside an individual escrow bucket. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Escrow Adjustments – The  adjustments section inside an individual escrow bucket. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Escrow Settings -The  settings section inside an individual escrow bucket. The following permission options are available:
  • full access – full read, write, and delete access
  • no write – read access, but no ability to make updates
• Payment – The  payments section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no reverse – read and write access, but no ability to  reverse payments
  • no write – read and delete access, but no ability to make updates
  • no write and reverse – read-only access
• Autopay – The  autopay section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Charge – The  charge section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no reverse – read and write access, but no ability to reverse charges
  • no write – read and delete access, but no ability to make updates
  • no write and reverse – read-only access
• Advancement – The  advancement section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Credit – The  credit section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Schedule Roll – The schedule roll tool inside the loan setup. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• APD Adjustment – The  amount past due adjustment section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• DPD Adjustment – The  days past due adjustment section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Loan Modification – The  loan modification tool inside the loan setup. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Suspend/Resume Interest – The  suspend/resume interest section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Change Due Date – The  change due date section of the setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Document – The  document section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Note – The  notes section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Checklist – The  checklist section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Custom Field – The  custom fields section of setup tools inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Loan Link – The  loan links section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Disbursement – The  estimated disbursements section inside an individual escrow bucket. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Curtailment Dates – The  curtailment date section inside setup tools in an individual loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Escrow Calculator – The  escrow calculator section inside setup tools in an individual loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Funding – The  funding section inside setup tools in an individual loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access
• Promise – The  promises section inside a loan. The following permission options are available:
  • full access – full read, write, and delete access
  • no delete – read and write access, but no ability to delete
  • no write – read and delete access, but no ability to make updates
  • no write and delete – read-only access

To define a  rule for a section, click Empty in the “Rule” column for that section. Enter the rule that will determine whether access restrictions are applied to the section. Validate the rule and click Save.

Choose the restriction option from the drop-down in the “Access” column. Click Empty in the “Error Message” column and enter the error message users should see when they meet your chosen restrictions.

Once you have made all the changes needed to any of the sections that should be restricted by this group, click  Save.

Assigning Restriction Groups

Since restriction groups define a level of access for a specific set of accounts, you can assign more than one group to an agent user.  To do this, navigate to Profile & Access inside an agent user account.

Click EDIT to edit the agent user data.  Click on Restriction Groups in order to assign restriction groups to the agent users.

To assign a new restriction group, click playlist_add_check.  Choose the restriction group(s) you want to add from the available options.

You can select multiple restriction groups to assign to the user. 

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