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Enter the name of the user who is allowed access to the folder in the
5
This step is especially important if you select
Rep's Files Only
Enter an ID and a password for the user in the
6
In the
7
user has to the selected folder.
In the
8
Rep's Files Only
To allow the user access to financial information, select the
9
Information" screens
10 To allow the user access to secured areas, select the
box.
The following areas are secure in Point:
Point User Guide
The name must match exactly as it was created in the Processor or
Representative dropdown list in the Dropdown list utility.
in
Step
8.
Full Name
User ID
The
,
be entered by the user exactly as they were created.
Access Mode
section, select
Access Rights
section, select
, to specify which files the user can access.
If you select This Processor's Files Onl
must be entered in the
dropdown list utility. If the entries do not match, Point will not recognize
the name and will deny access to the specified folders.
check box.
Point Component
Point screens
Utilities
Important
This Processor's Files Only
User ID
Important
Password
, and
fields are case sensitive and must
Read/Write
Read Only
or
All Files
This Processor's Files Only
,
Important
y
or This Rep's Files Only the name
Full Name
field exactly as it was created in the
Access to "Secured Area"
Secured area
•
Loan program templates
•
Closing cost scenario templates
•
Prospect master templates
•
Borrower master templates
•
Data import templates
•
Data export templates
•
Custom forms
•
Company Defaults
•
Dropdown Lists
•
Escrow tables
•
Title tables
•
Custom Screen settings
•
Enable/Disable Vendors
•
Auto File Naming
Data folder security
Full Name
This
or
and
fields.
Password
to limit the access this
This
, or
Access to "Financial
field.
check
475
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