Users - Properties Dialog
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
- MyScreens
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: Display's 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 in enabled.
- If this is a Windows® user, all fields except Allow edit checkbox and Enablethis user checkbox are disabled. Check the Allow edit checkbox 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 initial 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.
- 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 to the group.
Note: Last Modified By/On is updated only when a user's general 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. You 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, you can assign a user as a member of another group. Group assignments can be inherited. Inherited groups are indicated by ghosted icons.
You 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 you 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.
You 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 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 specific rights. If a right is denied by any group the user is related to, the right will be denied.
You can assign profiles directly to users. Users may also inherit profiles form their related groups. Inherited profiles are indicated by ghosted icons.
You can Assign or Remove Profiles for users. The procedure is similar to that described in the Member Of tab.
You can assign roles to groups for the groups and users to inherit. Inherited roles are shown as ghosted icons. You can Assign and Remove roles for groups. The procedure is similar to that described in the Members Of tab.
MyScreens Tab
You can assign custom screen-sets to groups for groups and users to inherit. Inherited screen-sets are reflected by a ghosted icon.
You can Assign and Remove Profiles for groups. The procedure is similar to that described in the MembersOf tab.