Process Wizard Groups


Audience: Upper Management, Loan Servicing/Collections Managers, Administrator

This article combines the topics of Process Wizards and Agent User Roles. If you're unfamiliar with either of those, we suggest taking some time to learn the basics. If you are new to the concept of Process Wizards, consider reading our Process Wizards 101 article. And if you'd like to learn the basics of Roles, take a look at our Creating Agent User Roles article.


If you're a user with admin-level access to your account, you have the ability to create Process Wizard Groups and Agent User Roles. These two features are often used effectively together as a combination of account security: Roles control which parts of the Loan Management System (LMS) your personnel have access to, and Process Wizard Groups limit which Process Wizards your users see and use. Together, they can create a defense against unintentional errors.

However, there are some things you should know about the access side of Process Wizards. Here, we'll explain how to create Groups and determine which access to give your personnel. Then, we'll provide some answers to commonly asked questions.

Wizard Groups

As we mentioned in the introduction above, Wizard Groups limit which Process Wizards your users see and use. If you're familiar with the process of creating Wizards, you'll know that rules and validations are used to determine whether a Wizard can be opened. Wizard Groups, on the other hand, remove a Wizard entirely from the list of options on a loan's Wizards tab. As an admin, you create these for your team, and you assign personnel to them based on what kind of stuff you want them to be able to see.

Creating a Group and Adding Wizards

To create a Wizard Group, navigate to Settings > Company > Access > Wizard Groups. Here, you can create, edit, and delete the Wizards Groups in your account. Click 'Add' to create a new Group.

After clicking 'Add', you'll get to determine a few things for your new Group. Choose a name for the Group and write a description if you'd like, but this isn't required. We suggest doing so to keep track of what each Group entails. Next, you'll need to determine which Wizards should be included in the Group. You can do this by selecting the Wizard from the list on the left and clicking the right arrow button as shown in the image below.

If you use the SHIFT key while selecting wizards, you can select multiple with a single click.

Each Wizard you include will be displayed to the users assigned to the Group. If a Wizard isn't added to the list on the right, the users assigned to the Wizard Group will not have the option to use it.

Hit 'Save' in the top right corner to finish up.

Assigning Users to Groups

Once you've created a Wizard Group, you'll need to assign it to your users. This works similarly to assigning a user to a Role, as you'll need to navigate to the individual Agent User's page. To do so, navigate to Users > Agent Users and select the Agent User who you'd like to assign to a Wizard Group. On the Agent User's profile, you can see their currently assigned Wizard Group. To change it, click 'Edit' in the top right corner.

Next, you can determine the Agent User's Wizard Group in the 'Profile Settings' section.

After selecting a new Wizard Group, make sure to click 'Save' in the top right corner of the page.

Edge Cases

Since Wizards and Wizard Groups are a customizable part of your account, you can use them in any way you'd like. We often see users create Wizard Groups for specific teams of personnel. After all, you may want to hide specific Wizards from specific users.

However, we often receive inquiries on how to configure User Roles and Groups that restrict users from using anything other than Wizards themselves. This is something that can be done in theory, but there are a few things to note if it's something you're interested in implementing for your team. First, you'll need to create and assign a User Role that restricts the access to other parts of the software via the Resource Tree. Determining access will be up to you, but it's common to see users grant their personnel search capabilities in the Loan Manager and access to only the 'Wizards' and 'Summary' tabs within individual loan pages. That way, a user can really only change something that a Wizard tells them to change.

While a user's Role can restrict them from specific sections of the software, Wizards with access to those sections will allow the user to see them. In other words, the access that a Wizard grants supersedes the access that a user's Role grants. This is by design for this specific edge case—what good is a 'Wizards Only' role if the users are restricted from the pages within the Wizard? Depending on your lending practices, this may not be a concern. But it's something to be aware of, nonetheless.

Customer Questions

Are Wizard Groups the same as Wizard Categories? Not quite—the two differ slightly from each other. Wizard Categories are used simply to organize Wizards into easy-to-find categories within LMS. They don't do anything other than that.

Can my agent users be assigned to multiple Wizard Groups at a time? No, only one Wizard Group can be assigned at any time. However, you can change your agent user's Wizard Groups whenever you'd like.

What’s Next

This is as advanced as the topic of Process Wizards gets, so we don't have more complex material to learn next. However, if you'd like to brush up on the other articles within this topic, we suggest looking into Creating Process Wizards.

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