When a borrower or an employee logs into the Customer Self-Service web page successfully, the left hand navigation area has web page links (buttons or clickable text), used to open the other various Customer Self-Service web pages.

The navigation area will list different links depending on which links the person has permission to view.

This means certain web page links may appear and some may not appear by design, depending on your configuration of the Customer Self-Service web page security.

Additionally, the navigation area will list different links depending on some conditions of the particular loan selected.  For example, if you configured the Customer Self-Service Web Setup with a legal status, then when a loan incurs that legal status, the Online Payment link will not be listed in the navigation area. This article covers the subject of web page security, and for more information about links not in the navigation for loan conditions, search Knowledge Center for other articles referencing the link you want information about using the key words Customer Self-Service Links.

Workaround:

To confirm which web page links may appear, first confirm the web role for the person viewing the web site as follows:

If the person viewing the web site is a borrower (member or customer), then they have the web role of Borrower. View the web page security for the borrower web role:

1. Open System Administration, and then right-click and select Web Setup.
2. Select Web Page Security, and then click Open.
3. View the "Web role allowed access" list shown for each web page. All the web Pages having the Borrower web role listed can be viewed by the borrower.  All the web pages not having the Borrower web role listed cannot be viewed by the borrower, and the navigation area will not have a link for the web page for this borrower.
4. Click Close.

If the person viewing the web site is an employee, then the employee may have one or more web roles, depending on your configuration of the employee web roles. By default, all employees are automatically members of the Teller web role. You can assign more than one web role to allow access to more pages. To determine the web role for an employee, determine their Servicing Director user security group:

1. Open System Administration.
2. Click Security Setup.
3. Click the empoyee's username on the screen list.
4. Click Edit.
5. The employee's security group will be shown in the Group field. Note the security group for later reference.
6. Click Cancel on the Edit User screen.
7. Click Close on the Security screen.

Next for the employee, view the web roles for the employee's security group as follows:

1. Open System Administration, right-click on the System Administration screen, click Web Setup. The Edit Web Setup screen appears.
2. Select Group Web Roles, and then click Open.
3. Click the security group for the employee, and then click Select. The Edit Group Web Roles screen appears.
4. The web roles for the employee will be listed in the Assigned column. If there are no web roles listed in the Assigned column, then the employee will still automatically have the Teller web role by default. Note the web roles for later reference.
5. Click Close on the Edit Group Web Roles screen.
6. Click Cancel on the Group Web Roles screen.

Then for the employee, view the web page security for the employee's web role(s) as follows:

1. Open System Administration, and then right-click and select Web Setup.
2. Select Web Page Security, and then click Open.
3. View the "Web role allowed access" list shown. All the web Pages having the employee's web role listed can be viewed by the employee.  All the web pages not having the employee's web role listed cannot be viewed by the employee, and the navigation area will not have a link for the web page for this borrower.
4. Click Close.

ArticleNumber:

000062356