Profiles associate preferences with a user and determine which orders they can view. Profiles grant a user access to relevant information. General profile information:
- Preferences: Various user references and data visibility or access settings for each profile
- Membership: Lists users assigned to a particular profile
- Default: Assigns users to a default profile
In order to create orders, users must be a member of at least one profile that contains an order numbering format. In addition, appropriate SoftPro permissions need to be granted to each user based upon what they are required to do in the program.
There are eight tabs associated with a profile: General, Other, Order, HUD, Accounting, 1099, Members and Classic Connections.
Location Options
Name: Enter the profile name. Profile names can be edited; duplicate profile names are allowed in different branches.
Company code: Enter the code assigned to the company for this location.
Profit center: Enter the profit center ID for this location, if necessary
Cost center: Enter the cost center ID for this location, if necessary.
Address/City/State/Zip: Use these fields for the street address, city, state and ZIP code of the seller.
Foreign address: Check if this is a foreign address.
Foreign address (text box): Enter the foreign address. For example, if the address is:
Sra. Otilia Ramos Perez
Urión 30
Col. Atlatilco
77520 CANCUN, Q. ROO
MEXICO
Check the Foreign checkbox and enter the address as follows:
See Spanish Characters for more information.
Additional address, City/State/Zip, and Foreign: Use these fields for an additional address if necessary.
Logo
Logo image: The Logo image field is used to insert the contact's logo to appear on documents. This applies to Settlement Agents, Title Companies, and Underwriters.
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Browse for an image file to insert. |
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View the logo image in a larger viewer. |
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Clear the image. |
