Restriction Groups

Introduction

Restriction groups give you the ability to determine specific levels of access that an Agent user has to groups of loans. Restriction groups are different than search restrictions, but they work together to control Agent-User loan access. Here is a breakdown of restriction groups:

  • 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.

In this article, we explain restriction groups, but tools such as Roles, Shortcuts, Views are also worth learning about if you'd like greater control over how your personnel interact with loans and the software.

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. Here, you can view, edit, and delete restriction groups settings.

To create a new restriction group, click 'Add'.

The top portion of this page is where you can enter the basic 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 the following:

Option

Description

Name

This is the name of the restriction group and should distinguish it from others in your settings.

Active

This toggle switch lets you choose whether this restriction group is active and can be assigned to agent users in your company.

Description

This is the description of the restriction group.

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

Option

Description

Permission Settings

Loan

Applies to the entire loan account.

  • 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

Applies to the loan settings section of an account.

  • Full Access – full read, write, and delete access
  • No Write – read and delete access, but no ability to make updates

Loan Setup

Applies to the loan setup section of an account.

  • Full Access – full read, write, and delete access
  • No Write – read and delete access, but no ability to make updates

Collateral

Applies to the loan setup section of an account.

  • Full Access – full read, write, and delete access
  • No Write – read and delete access, but no ability to make updates

Insurance

Applies to the insurance section of an account.

  • Full Access – full read, write, and delete access
  • No Write – read and delete access, but no ability to make updates

Escrow Transactions

Applies to the transactions section inside an individual escrow bucket.

  • 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

Applies to the adjustments section inside an individual escrow bucket.

  • 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

Applies to the settings section inside an individual escrow bucket.

  • Full Access – full read, write, and delete access
  • No Write – read and delete access, but no ability to make updates

Payment

Applies to the payments section of an account.

  • 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 Delete – read-only access

AutoPay

Applies to the AutoPays section of an account.

  • 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

Applies to the charge section of an account.

  • 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 Reverse – read-only access

Advancement

Applies to the advancement section of an account.

  • 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

Applies to the credit section of the setup tools of an account.

  • 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

Applies to the schedule roll tool in an account.

  • 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

Applies to the APD Adjustment section of the setup tools of an account.

  • 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

Applies to the DPD Adjustment section of the setup tools of an account.

  • 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

Applies to the loan modification tool in the loan setup section of an account.

  • 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

Applies to the suspend/resume interest  section of the setup tools of an account.

  • 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

Applies to the change due date section of the setup tools of an account.

  • 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

Applies to the documents section of an account.

  • 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

Applies to the notes section of an account.

  • 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

Applies to the checklist section of an account.

  • 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

Applies to the custom fields section of the setup tools of an account.

  • 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

Applies to the loan links section of an account.

  • 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

Applies to the estimated disbursements section of an individual escrow bucket.

  • 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

Applies to the curtailment date section of the setup tools of an account.

  • 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

Applies to the escrow calculator section of the setup tools of an account.

  • 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

Applies to the funding section of the setup tools of an account.

  • 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

Applies to the promises section of an account.

  • 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. Then, click 'Restriction Groups' to assign restriction groups to the agent users.

To assign a new restriction group, click the playlist_add_check icon. Then, 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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