Security Groups are the primary means used to control user access to the CLM system functions. Furthermore, they also control the type of actions a user can perform within the scope of the functions the user has been granted access to. One or more Security Groups must be established before users can be added to the CLM system and provided with access privileges.
The Security Group Setup function is used to establish security profiles, and to maintain the following information for each profile that is used within the CLM system:
CLM Function Access privileges - the CLM system functions (such as Borrower Addresses, Loan Benefits, Letter Maintenance, etc.) that can be accessed by users of this profile
Function Access Levels - the actions (read-only, add, update and/or delete) that can be performed in association with each granted CLM system function.
This function is accessed by selecting the Security Group Setup function from the drop-down box that appears in the Navigation Bar. When the function is selected, the Office Management screen is updated as follows:
A listing of all Security Groups that are currently in the CLM system is displayed, as shown in the example below. The user can select any of these Security Groups by clicking on the magnifying glass icon. Once a Security Group has been selected, its associated information can be updated, or the Security Group can be deleted from the system.
At a minimum, there will always be a Security Group named "System Administrator" present in the listing. This Security Group will have read/update/delete privileges to all CLM system functions.
The Add icon in the function bar is enabled, thereby allowing the user to add a new Security Group.
The Security Group Setup function enables the user to perform the following actions depending on their security profile:
Click on each of the above links for a more detailed description of each of these processing actions.