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. |
|
Loan Settings | Applies to the loan settings section of an account. |
|
Loan Setup | Applies to the loan setup section of an account. |
|
Collateral | Applies to the loan setup section of an account. |
|
Insurance | Applies to the insurance section of an account. |
|
Escrow Transactions | Applies to the transactions section inside an individual escrow bucket. |
|
Escrow Adjustments | Applies to the adjustments section inside an individual escrow bucket. |
|
Escrow Settings | Applies to the settings section inside an individual escrow bucket. |
|
Payment | Applies to the payments section of an account. |
|
AutoPay | Applies to the AutoPays section of an account. |
|
Charge | Applies to the charge section of an account. |
|
Advancement | Applies to the advancement section of an account. |
|
Credit | Applies to the credit section of the setup tools of an account. |
|
Schedule Roll | Applies to the schedule roll tool in an account. |
|
APD Adjustment | Applies to the APD Adjustment section of the setup tools of an account. |
|
DPD Adjustment | Applies to the DPD Adjustment section of the setup tools of an account. |
|
Loan Modification | Applies to the loan modification tool in the loan setup section of an account. |
|
Suspend/Resume Interest | Applies to the suspend/resume interest section of the setup tools of an account. |
|
Change Due Date | Applies to the change due date section of the setup tools of an account. |
|
Document | Applies to the documents section of an account. |
|
Note | Applies to the notes section of an account. |
|
Checklist | Applies to the checklist section of an account. |
|
Custom Field | Applies to the custom fields section of the setup tools of an account. |
|
Loan Link | Applies to the loan links section of an account. |
|
Disbursement | Applies to the estimated disbursements section of an individual escrow bucket. |
|
Curtailment Dates | Applies to the curtailment date section of the setup tools of an account. |
|
Escrow Calculator | Applies to the escrow calculator section of the setup tools of an account. |
|
Funding | Applies to the funding section of the setup tools of an account. |
|
Promise | Applies to the promises section of an account. |
|
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
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.