Related Articles
Setting up Security Permissions for User Groups
Follow these steps to add and modify a new user group. The attached worksheet is provided as a tool to use when setting up new groups. Groups are set up with permissions for access and update capabilities throughout Servicing Director. Users assigned ...
Deleting a Pool
You may be able to permanently delete the ‘empty’ pool through the following steps: Investor Accounting Application Edit Investor Pools/Groups. However, you may encounter an error that you cannot delete a pool that has loans in it, even if the pool ...
Deleting ARM Templates
You can delete templates that are not being used by any existing ARM loans. Templates you delete will no longer appear in the Template Description field on the ARM Information screen. Use the Adjustable Rate Mortgage Application Options > ARM ...
Setting Up Event Manager Access for User Groups
In Security Setup, you can control access to Event Manager using the Edit Group screen. You may have groups that you want to have full access to Event Manager, or groups that you want to have limited access to Event Manager, or groups that you do not ...
Deleting General Ledger Account Assignments
To delete general ledger account assignments you no longer use. Use the System Administration application Table Setup for GL Account to delete general ledger account assignments. For detailed steps, see the Servicing Director application Help topic: ...