Managing access to the integration screen
This is done in Encompass Persona settings
Help with Personas can be found here
Managing access to buttons on the integration screen
This is done via Persona Access to Fields rules.
Restricting access to SSN fields
Since editing the SSN outside of the integration screen creates issues, we have provided two Persona Access to Fields rules, one for the borrower and one for the co-borrower
Help importing business rules can be found on Encompass Help here.