Security groups also simplify the process of managing security and user rights across the entire organization and are most commonly used to reflect departments within the organization. It is easier to create security groups that have specific functionality, and then populate their membership with user accounts, than to manage each user's permissions individually.
Accounting, Servicing, Collectors, and Managers are commonly used group names that clearly reflect and help define the group's access rights.
To add a group:
- Click
User Management menu located in the left-hand navigation panel of The Mortgage Office®. - Click the Groups tab from the top of the window.
- Click
New to open the New Group window. - Enter the group information in each of the tabs as follows:
|
Field: |
Description: |
|
Name |
Enter a short name used to uniquely identify this group. (Maximum of 20 characters) |
|
Description |
Enter the group's description. (Maximum of 65 characters) |
|
|
Select this option to give the group full access to all available functions in The Mortgage Office®. |
Supervisor - Click
to Save or click 
or the 
in the corner of the assistant to exit.
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