Encompass Settings

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.

Help with Persona Access to Fields rules can be found in Encompass help here, and instructions on importing business rules here.

Button_BtnBlendSettings

Button_BtnBlendSettingsEdit

Button_BtnBlendSubmit

 

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.

 

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