Manage Service Providers List
Use the Manage Service Providers List setting to control the persona’s ability
to search for a service provider or add and select a service provider of their
choice when ordering a service in Encompass.
1 Click the Manage Service Providers List link
• Select All to select all the service providers listed in Categories list. By
default, all service providers are selected. Authorized personas will be able
to search for and add and select a service provider of their choice when
ordering services.
NOTE: For the Appraisal service, you can also use the Appraisal Order
Management setting to control the persona’s ability to search for a service
provider and manage the providers that are available for the persona to
order from. Note that the Appraisal Order Management settings override
the settings you configure in the Manage Service Providers List. For
example, if the Appraisal check box in the Manage Service Providers list
is not selected, a user with the selected persona will still be able to search
for, add, or select an appraiser if the administrator has granted them
permission to do so using the Appraisal Order Management setting.
• Select Custom, and then clear a check box to prevent the persona from
searching for a service provider or adding and selecting their own service
provider when ordering a service. For example, to configure Encompass
so that only company-approved Title and Closing service providers are
available to select when the user is ordering title and closing, clear Title &
Closing. The user will not be able to search for nor add and select their
own Title and Closing service providers.
NOTE: For the Appraisal service, you can also use the Appraisal Order
Management setting to control the persona’s ability to search for a service
provider and manage the providers that are available for the persona to
order from. Note that the Appraisal Order Management settings override
the settings you configure in the Manage Service Providers List. For
example, if the Appraisal check box in the Manage Service Providers list
is not selected, a user with the selected persona will still be able to search
for, add, or select an appraiser if the administrator has granted them
permission to do so using the Appraisal Order Management setting.
