To Define Persona Access:
1 In the left panel, select a persona.
2 Select check boxes under each of the tabs to grant access to the functions
and tools.
3 When finished, click the Save icon to save the persona.
Access Tab
Defines whether a persona can access the Encompass client only or both desktop
and mobile versions of Encompass. Also defines access to Analysis Tools.
Mobile Access
For use with Encompass LO Connect, use this tab to indicate the persona can
access the desktop Encompass client only or if they can access both the desktop
Encompass client only or if they can access both the desktop client and LO
Connect. Options available in the Access tab are:
• Microsoft Windows Encompass Client
• Both Microsoft Windows Encompass Client and Encompass Mobile in a web
browser (default selection)
Web View Access
Settings in this section define the persona’s access to Analysis Tools. Select the
Enable Analysis Tool check box to enable the persona to access Analysis Tools.
