The SPAdmin folder contains the following secured items.
Automation
- Complete Manually: If this permission is granted, the user can mark a failed automation instance as Completed Manually.
- Monitoring: If view permission is granted, the user can open, search, view or export process log details. If execute permission is granted, the user can cancel or restart processes. Users can only edit a process if they also have Processes execute rights.
- Processes: If view permission is granted, the user can open and view automation processes. If execute permission is granted, the user can add or edit automation processes.
Lookup Tables
If this permission is granted, the user can access the Lookup Tables Management Console and all its functionality.
Managers
- Check Printing: Assigns a user rights to execute check numbering. If this permission is not granted, a user will not have the ability to access the Check Printing manager and associated functionality.
- Fee Schedules: If this permission is granted the user can access the Fee Schedule Manager and all its functionality. This includes Fee Schedule - Recording Fees, Fee Schedule - City/County Tax/Stamps, and Fee Schedule - State Tax/Stamps.
- IBA Banks: If this permission is granted the user can access the IBA Banks Manager and all its functionality.
- Office Hours: If this permission is granted the user can access the Office Hours Manager and all its functionality.
- Order Numbering: If this permission is granted the user can access the Order Number Manager and all its functionality.
- Policy: If this permission is not granted, a user cannot access the Policy manager and associated functionality.
- Rate Tables: If this permission is granted the user can access the Rate Tables Manager and all its functionality.
- ReadyDoc and ReadyBloc Trees: If this permission is granted, the user can access the ProForm Ready Doc Trees Manager and ProForm ReadyBloc Trees Manager and all their functionality.
- Reference Numbering: If this permission is granted the user can access the Reference Numbering Manager and all its functionality.
- Report Trees: If permission is granted, the user can access the Report Tree Managers and all their functionality. This includes the ProForm Report Trees, ProTrust Report Trees, Pro1099 Reports Trees, and SPAdmin Report Trees Managers.
- Trust Accounts: If this permission is granted the user can access the Trust Accounts Manager and all its functionality.
- Workflow: If this permission is granted the user can access the Workflow Manager and all its functionality.
Module
If this permission is granted, the SPAdmin tab will appear on the user's screen and the user will have access to the SPAdmin module.
My Screens
If this permission is granted, the user can access the MyScreens screen and all of its functionality.
Permissions
If this permission is granted the user can access the Permissions screen and all its functionality.
Profiles
If add permission is granted, the user can add a new Profile. If edit permission is granted, the user can modify existing Profiles. If delete permission is granted, the user can remove Profiles.
Reports
- Management: If this permission is granted, the user can access reports with category "Management" from the SPAdmin Reports Tree. If not granted, the user will not see these reports even if they are included in the user's tree.
- Unrestricted: If this permission is granted, the user can access reports with category "Unrestricted" from the SPAdmin Reports Tree. If not granted, the user will not see these reports even if they are included in the user's tree.
Roles
If add permission is granted, the user can add a new Role. If edit permission is granted, the user can modify existing Roles. If delete permission is granted, the user can remove Roles.
Tools
- Custom Fields: If this permission is granted, the user cant access the Custom Fields screen and all its functionality.
- Drop-down Lists: If this permission is granted, the user can access the Drop-Down Lists screen and all its functionality.
- Import Data: If this permission is granted, the user can access the Import Data wizard to import configuration data sent from SoftPro.
- License Manager: if this permission is granted, the user can access the License Manager screen and all its functionality.
Users/Groups
If add permission is granted, the user can add a new User or Group. If edit permission is granted, the user can modify existing Users or Groups. If delete permission is granted, the user can remove Users or Groups.