Training: Extranet Configuration

• 1. Granting Security Access

     1. Matrix

(This section assumes a matrix has been created.  Please refer to the Matrix tutorial on how to create a matrix)

• 1. Select the matrix the user needs access.  In this example, the Manager is provided with access to the Appraisal Fee matrix.  (Multiple items can be selected to grant access or access can be provided one at a time.  In this example, only one was selected.)

• 1. Select Grant Access from the Options drop down menu.

• 1. Click Save in the access dialogue box.

  2. The Group column reflects who has access and who granted access.  In this example, the Manager has access to the Appraisal Fee matrix.  Access was granted by mfoley@quandis.com

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• 1. Attachments

(This section assumes attachments have been created.  Please refer to the attachment tutorial on how to create attachments)

• 1. Select Group Access from the Design drop down menu

• 1. Click on the role hyperlink that is to be provided with access.

  2. Select the item the user needs to have access from the Options drop down menu.  In this example, the manager is going to be provided with access to Attachments.  View Attachments is selected from the drop down.  

• 1. Select the attachment the user needs access.  In this example the user requires access to Google Maps Test and HMP Generic solicitation letter; both templates are selected.  (Multiple items can be selected to grant access or access can be provided one at a time.)

• 1. Select Grant Access from the Options drop down menu.

• 1. Click Save in the access dialogue box.

  2. The Group column reflects who has access and who granted access.  In this example, the Manager has access to the Appraisal Fee matrix.  Access was granted by mfoley@quandis.com

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• 1. Messages

(This section assumes message templates have been created.  Please refer to the message template tutorial on how to create message templates)

• 1. Select the message the user needs access.  In this example the user requires access to Open Active BK message.

• 1. Select Grant Access from the Options drop down menu.

• 1. Click Save in the access dialogue box.

  2. The Group column reflects who has access and who granted access.  In this example, the Manager has access to the Appraisal Fee matrix.  Access was granted by mfoley@quandis.com

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• 1. Workflow (Decision Template)

(This section assumes Workflow templates have been created.  Please refer to the workflow template tutorial on how to create workflow templates)

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• 1. Select the workflows the user needs access.  In this example the user requires access to the following workflows:  REO- Closing, REO-Eviction, REO-Listing, REO-Market Plan, REO-Sales/Negotiations, REO-Valuation, and REO-Workflow.

• 1. Select Grant Access from the Options drop down menu.

• 1. Click Save in the access dialogue box.

  2. The Group column reflects who has access and who granted access.  In this example, the Manager has access to the Appraisal Fee matrix.  Access was granted by mfoley@quandis.com

• 1. If the workflow you are providing access has children, select Grant Access Include Related from the Options drop down.

• 1. Click Save in the access dialogue box.

  2. The Group column reflects who has access and who granted access.  In this example, the Manager has access to the Appraisal Fee matrix.  Access was granted by mfoley@quandis.com

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• 1. Revoking Access

• 1. Select the message that needs to be removed from the manager’s access.

• 1. Select Revoke Access from the Options drop down menu.

• 1. Click Save in the delete access dialogue box.

• 1. The Manager role no longer has access; the group column is blank.  

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• 1. Granting permission to a role

• 1. Whenever the results are returned, the bottom of the panel lists the number of records returned.

(In this example, 3 was selected to navigate to page 3)

• 1. Or you can view all of the results by clicking on the 25 rows per page hyperlink.

  2. Enter the number of records to be seen at once in the page dialogue box and click OK.  In this example, 138 was entered to view all permission that reference Update.

• 1. All Records are displayed.

  2. Select the permission the user needs access.  In this example, Manager needs access to Bankruptcy Update.

• 1. Select Grant Permissions from the Options drop down menu.

  2. Select Okay in the Permissions dialogue box.

• 1. The permission granted is visible in the Permissions panel.

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• 1. Removing permissions from a role

• 1. Check the box next to the permission to be removed.  Select Revoke Permissions from the Options drop down.

• 1. Click Okay in the Revoke Permissions dialogue box.

  2. Permission has been removed from Permissions Granted panel and is now located in the Permissions Not Granted Panel.