Point User Guide 475
Data folder security
5 Enter the name of the user who is allowed access to the folder in the FullName field.
This step is especially important if you select
This Processor’s Files Only or This
Rep’s Files Only
in Step 8.
6 Enter an ID and a password for the user in the
UserID and Password fields.
7 In the
Access Mode section, select Read/Write or Read Only to limit the access this
user has to the selected folder.
8 In the
Access Rights section, select All Files, This Processor’s Files Only, or This
Rep’s Files Only
, to specify which files the user can access.
9 To allow the user access to financial information, select the
Access to “Financial
Information” screens
check box.
10 To allow the user access to secured areas, select the
Access to “Secured Area” check
box.
The following areas are secure in Point:
Important
The name must match exactly as it was created in the Processor or
Representative dropdown list in the Dropdown list utility.
Important
The FullName, UserID, and Password fields are case sensitive and must
be entered by the user exactly as they were created.
Important
If you select This Processor’s Files Only or This Rep’s Files Only the name
must be entered in the
FullName field exactly as it was created in the
dropdown list utility. If the entries do not match, Point will not recognize
the name and will deny access to the specified folders.
Point Component Secured area
Point screens • Loan program templates
• Closing cost scenario templates
• Prospect master templates
• Borrower master templates
• Data import templates
• Data export templates
• Custom forms
Utilities • Company Defaults
• Dropdown Lists
•Escrow tables
• Title tables
• Custom Screen settings
• Enable/Disable Vendors
• Auto File Naming
To Next Page