To Create a User Group:
1 On the menu bar, click Encompass, and then click Settings.
2 On the left panel, click Company/User Setup, and then click User Groups.
3 On the User Groups screen, click the New icon.
4 Type a Group Name, and then click OK.
5 Specify group members and group members’ access to loan files, features,
and tools.
6 When finished, click the Save icon.
Members Tab
Use the Members tab to maintain the list of members in the user group.
To Add Members to the User Group:
1 Click the Members tab, and then click the New icon to open the User Group
Configuration window
2 Open the organization hierarchy to the users and organizations you want to
add to the user group.
3 Add individual users or all users in an organization as follows.
• Individual user – Select the user, and then click the Add to Group – this
level/user only icon on the upper-right of the screen.
• Individual organization and its users – Select an organization folder, and
then click the Add to Group – this level/user only icon on the upper-right of
the screen.
• An organization and its users, and all organizations and users below it
in the hierarchy – Select an organization folder, and then click the Add to
Group – this level and below icon on the upper-right of the screen.
4 Click OK to add the selections to the user group.
