User/Group is located in SPAdmin in the Security folder of the Configuration menu. The User section allows you to view and edit users. This topic contains links to other instructions about users.
Users
Users are the people in your organization that access SoftPro Select to work. Each user should be added to SPAdmin so that access to SoftPro Select can be defined and controlled. After adding a user to SPAdmin, you can add the user to groups that give them permissions to the set of SoftPro Select features they need, or you can customize a user's permissions outside of a group. Users can also be assigned to workflow roles and profiles in your organization.
In some organizations, users are expected to perform a variety of different tasks within SoftPro Select, requiring access to many different areas of the program. In others, specialization among users can be high. In larger organizations there can be groups of users that perform similar tasks in SoftPro Select, with the members of each group only requiring access to very specific areas in the program.
Each user must be added to SPAdmin so that their permissions can be managed. Permissions are the list of features controlled by SPAdmin. After adding a user to SPAdmin, you can set up permissions by granting or denying access to particular features manually or by assigning the user to a group. See Group Management.
The level of control over a user’s permissions is up to you, but SPAdmin allows you to be very particular. For example, you can grant a user the ability to access ProForm to print a document, but deny the user the ability to change a sales price amount in an order. You should set users’ permissions to allow them to do their jobs with SoftPro while maintaining security over areas you don’t want to grant access.
Search Functionality in Users
The Search functionality enablesfull-text instant search and the results pane shows results as the user types. Full-text instant search provides the following:
- Performs search against all the users data text fields.
- Performs a "starts with" search using an "or" condition. All special characters are ignored, common "stop words" like prepositions are also omitted. Full-text search is not case sensitive.
- Stores up to ten previous searches in the Search drop-down until user changes nodes.
- Results pane lists the first 200 users.
You can access the Properties dialog by double-clicking on a selected user, right-clicking on the user and selecting Properties, or by clicking the Properties toolbar button. The Properties dialog contains the following tabs:
- General
- Other
- Member Of
- Permissions
- Profiles
- Roles
- My Screens
The dialog also includes OK, Cancel and Apply. Clicking OK saves any changes and closes the dialog. Clicking Cancel closes the dialog without saving any changes. Clicking Apply saves the changes and remains on the current tab. Apply is only enabled when changes occur.
Note: Pressing the ESC key or the X button performs the Cancel function.
Authentication: Displays the user's authentication as Windows® or Select.
Username: Displays the user's name.
Full name: Displays the user's full name. This is a calculated value based on user's first name, middle initial and last name. This field is always disabled.
Description: Provides additional information for descriptive purposes.
Note:
- If this is a Select user, the Browse...button is always disabled and the Password...button is enabled.
- If this is a Windows® user, all fields except Allow edit check box and Enable this user check box are disabled. Check the Allow edit check box to edit the user's contact information.
- The selected user's entire contact information is displayed, either entered directly or taken from the central database.
Contact Information: The Contact Information grid defines the details of a user.
- First name: Enter the first name of the user.
- MI: Enter the middle initials of the user.
- Last Name: Enter the last name of the user.
- Initials: This is a calculated value based on user's first name, middle initial and last name. This field is always disabled.
- Title: Enter the Title of the user.
- License #: Enter the License # of the user. Click the ellipsis button to open the License Issue Details pop-up. Select the Authority level, Authority name, State, and Date.
- Email: Enter the email address of the user.
- Phone: Enter the phone number and extension (if applicable) of the user. Note: The extension should be preceded by ext or x to indicate it as an extension.
- Cell: Enter the cell phone of the user.
- Fax: Enter the fax number of the user.
- Pager: Enter the pager number of the user, if applicable.
Enable this user to log in to SoftPro Select: This check box controls the log-in access for the selected user. The default value is always checked.
Last Modified On: Indicates the date and time the user was last modified.
Last Modified By: Indicates the name of the account or user who made the last modification.
Note: Last Modified On/By are updated only when a user's contact information is updated.
Positions: Provides the ability to assign positions specifically to users. Positions may be inherited from group assignments. Inherited positions will be checked and disabled. The positions include: Title Officer/Examiner, Escrow Officer/Closer, Escrow Assistant/Pre-Closer, and Marketing representative.
Signature Image: Displays the signature image associated with the selected user. Administrators can view the image, clear it or browse to add another image. Note: The Signature Image option is available only for users and is enabled for both Windows® and Select users.
In this tab, Administrators can assign a user as a member of a group. Group assignments can be inherited; inherited groups are indicated by ghosted icons.
Administrators can assign groups by clicking the Assign Membership button on the toolbar, right-click menu or by shortcut key (Alt+M).
The Assign Groups dialog displays a list of groups Administrators can assign to the user. The dialog allows sorting and multi-select to assign.
Note: Only active Select groups are available for assignment on the Member Of tab.
Administrators can remove assigned members by clicking the Remove Assignment button on the toolbar, by shortcut key (Alt+R), or a right-click menu option.
This tab enables you to view a user's permission based on a group assignment, and also to assign permissions directly to users. Right-clicking will allow you to modify rights directly. You can also double-click Details on the right-click menu, or double-click the selected permission to open the User Permission dialog.
A user's effective rights are displayed based on the effective rights of any group the user is directly assigned to and any user specified rights. If a right is denied by any group the user is related to, the right will be denied.
Administrators can assign profiles directly to users. User may also inherit profiles from their related groups; inherited profiles are indicated by ghosted icons.
Administrators can Assign and Remove Profiles for users. The procedure is similar to that described in the Member Of tab.
Administrators can assign roles directly to users. Users may also inherit roles from their related groups; inherited roles are indicated by ghosted icons.
Administrators can Assign and Remove roles for users. The procedure is similar to that described in the Member Of tab.
The users My Screens tab is read-only. Administrators can see all screen sets assigned to the users based on their related groups.