User group continued 1

Use the User Groups setting to create groups of users that define access to loan
and contact data.
NOTE: The All Users group is the default group that contains all of your users.
You cannot delete or modify the members. You can however edit the access
settings.
Best Practices and Guidelines
• Use the All Users group to grant the minimum access that you want all users to
have.
• Create user groups to grant additional access specific to the needs of each
group. For example, you could create a user group for a specific state that
grants access to templates and forms used only in that state.
• If access conflicts occur between user groups, members are granted the
greatest access. For example, a user could be a member of the All Users group
and a group called Branch 1. If the Branch 1 group grants access to a loan folder
called “B1”(which is not granted by the All Users group), members of the Branch
1 group will be able to access the “B1” loan folder.
• If access conflicts occur within a user group, the most specific access will take
precedence. For example, if you set Edit as the Access Right to all loan
programs in the Companywide Loan Program folder, but then set View Only as
the Access Right to one of the individual loan programs, the access to the
individual loan program will be View Only.
• When you are presented with an option to set an Access Right, (on the Loans,
Loan Templates, and Resources tabs) select Edit only for users who will create
and maintain the item, such as Loan Programs, or Closing Cost templates.