About Administration Personas
All users with an Administrator persona have access to loan, contact, and user
data for users in their own folder, and folders below them in the hierarchy.
Encompass also ships with two administration personas that can be assigned to
users who will help with administration:
• Super Administrator
• Administrator (Global or Local depending on location in the hierarchy)
To Create a Persona:
1 On the menu bar, click Encompass, and then click Settings.
2 On the left panel, click Company/User Setup, and then click Personas.
3 In the Create a Persona section, click the New icon.
4 On the Create a Persona window, type a Persona Name and select a default
access option, and then click OK.
TIP: When selecting the default access option, you can create the new persona
with access granted to all features or access to no features. Select the option that
will save the most time when you define the persona’s access.
