Home Tab
Defines the default Home Page view and the persona’s ability to configure Home
Page modules. Up to 12 modules can display on the user’s Home Page at one
time.
1 In the Must Have column, select modules that must always display on the
users Home Page.
2 In the Show by Default column, select modules that display by default unless
users reconfigure their Home Page layouts.
NOTE: Modules that are selected as Must Have are automatically set to Show
by Default.
3 In the Accessible column, select the modules that the persona is permitted to
add or remove from the Home Page.
NOTE: Modules that are selected to Show by Default are automatically
Accessible for personas who can add or remove modules.
4 Select Allow access to the Company’s My Account module and pages to
enable the persona to view company license information and company
transactions from the My Account module.
Pipeline Tab
Defines whether a persona can view the Pipeline and Loan tabs, and what the
persona can see and do on the Pipeline tab.
• Select the check box at the top of the tab to give the persona access to the
Pipeline and Loan tabs. If you give the persona access, complete the Pipeline
View, Not Accessible Columns, and Pipeline Tasks sections.
