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How to add a user to User Management?

This article discusses how to add a user to the User Management list.

Establishing robust security measures and access restrictions is a crucial responsibility for companies implementing an application across their organization. The User Management list serves as a centralized hub for managing users, their access privileges, and user groups within a specific database.

To add a user to the User Management grid: 

  • Click user-security & company-properties User Management located in the left-hand navigation panel of The Mortgage Office®. 
  • Click Add new PLUS sign w border_r-PNG New to open the New User assistant.
  • Enter the user information in each of the tabs as follows:

    General tab:

    Field:

    Description:

    Email

    Choose a login email from the drop-down. 

    Full Name

    Enter user’s full name. (Maximum of 65 characters)

    image-png-Nov-03-2023-05-50-39-9692-PM Supervisor

    Select this option to give user full access to all available functions in The Mortgage Office®, including User & Group Security.

    CAUTION: Make sure to set up at least one user as a supervisor. This will give that user the ability to update user information and ensure that someone has access to all options within the system.

    Active

    Toggle this option on to allow a user to access and use the software or toggle this option off when you want to disable a user's access without deleting the user completely.

    TIP: This is an option for users that occasionally need to access a specific module. 

    Access tab:

    Field:

    Description:

    blank check box Grant Full Access

    If you want this user to have access to all non-supervisor functions within The Mortgage Office® check this box.

    If you want this user to have access to only functions you specify, select each function in the drop-downs below blank check box Grant Full Access that you want the user to be able to use. A image-png-Jun-07-2023-04-54-14-7871-PM will display to the left of the function and all sub-functions below it, indicating that it has been selected.

    NOTES:

    • Selecting Grant All is not the same as Supervisor. There are some functions throughout the system that require supervisory access that are not included on this list.
    • A user who is a member of one or more security groups inherits the aggregate rights of each group in addition to his/her own.

    Membership tab:

    Field:

    Description:

    blank check box "Group Name"

     

    The tab displays all security groups available in the system. To make this user a member of a group check the box blank check boxnext to one or more of the groups; otherwise, to revoke his membership, clear the box.

    NOTES:

    • A user who is a member of one or more security groups inherits the aggregate rights of each group in addition to his/her own.
    • Security groups also simplify the process of managing security and user rights across the entire organization.
    • Click OK to Save or click or black X Exit in the corner of the assistant to exit.

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