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| | | Forum Newbie
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Last Login: 4/23/2012 5:19:35 PM
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| | I have set up different user security levels as I suspect most companies do. Many of my loan officers have requested the ability to create reports or run existing ones, but in order to grant them access to that area, that would mean I would also have to grant them permission to all other areas such as deleting and moving files, etc. Can someone at PDS please consider providing some flexibility in later versions so that I can allow my employees to access reporting functions? I'm amazed that no customers have requested this before. It would be helpful for loan officers to be able to analyze past business which could ultimately generate new business for my company. |
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Sepal
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| This has been a security desision from Point. You can run reports with out access to secure areas.
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| | | Forum Newbie
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Last Login: 4/23/2012 5:19:35 PM
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| | I am curious as to the reasoning for this. Can you please explain why it is so important to prevent the majority of Point users from utilizing a major part of your program? My employees cannot even view an existing report. They get an error that says, "unable to grant access to this secured area." |
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Sepal
Group: Moderators
Last Login: Yesterday @ 9:51:34 AM
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| It used to be in point if you could view the report you could make a change to the template and generate a report. so it falls under secure areas. At the moment I don't recall if the security setting lets you generate the report. I am not sure why Its set up like this, that unfortunately is just the way it is. I don't want to get your hopes up, but we will eventually change the security of Point and allow more options and control.
Disclaimer: This post carries no explicit or implied warranty. Nor is there any guarantee that the information contained in this post is accurate. It is offered in the hopes of helping others, but you use it at your own risk. The author will not be liable for any damages that occur as a result of using this post. |
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| | | Forum Newbie
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Last Login: 4/23/2012 5:19:35 PM
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| | Thank you for your reply. I just hope I can continue to convince my employees that we need to stay with Point until you make such a change so that ALL of my employees can actually start using it. Please consider giving the owners of mortgage companies (the people who purchased Point) the right to decide to whom they will grant access. |
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| | | Supreme Being
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Last Login: 2/11/2011 2:37:13 PM
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| hchanin (5/29/2007)
Thank you for your reply. I just hope I can continue to convince my employees that we need to stay with Point until you make such a change so that ALL of my employees can actually start using it. Please consider giving the owners of mortgage companies (the people who purchased Point) the right to decide to whom they will grant access.Not to be picky, but you do have the "right" to decide who you grant access to - in the security settings. As for running reports, my read-only staff have no problems running reports. As someone above mentioned, they can run reports they just can not make any changes to the report itself. My loan officers run their own pipeline reports, etc. and they have read-only access to anything in Borrower. |
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| | | Forum Newbie
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Last Login: 4/23/2012 5:19:35 PM
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| | I wish that were the case. By granting someone access in security settings, you also must give that person complete control over your pipeline, including the ability to delete files. When you have dozens of people working within Point, it would be difficult at best to protect the integrity of the data files. With regards to loan officers running their own pipeline reports, every time a loan officer wants to make a minor change to the report, the burden will then fall on me to do the work. Not too bad if I only had a few loan officers. It just seems to me that if the owner of the program was the one given flexibility to decide what parts of the program his employees were allowed to use, things would be much simpler. |
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| | | Supreme Being
Group: Forum Members
Last Login: 2/11/2011 2:37:13 PM
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| | I am quite familiar with security settings, I'm the administrator at a company that has 25 'seats' and we've used security settings for almost 4 years now so I know where you are coming from with respect to data integrity and ability to delete files, etc. I've even adjusted how we use our security settings over time to match the desired control I want over files. To attempt to answer your initial post - From experience, I've found that once you build 2-3 standard reports, the request for report format changes are non-existent. The loan officers can change the dates, data folders, and status choices, they just can not go in and make actual adjustments to the report (which as someone concerned about data integrity, why would you want them to be able to?). |
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| | | Forum Newbie
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Last Login: 4/23/2012 5:19:35 PM
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| | Making changes to report fields does not affect the integrity of my data files in any way. If one loan officer wants a column that includes cell phone #'s, another loan officer wants to print a report that contains mailing addresses, and a third loan officer would like to see how many loans he has closed with a certain lender, it would be easier for those loan officers to create their reports than for me to do it for them. The above example has only 3 loan officers with only 1 request from each. What if I had 50? 100? 1000? Again... it makes no sense to prevent the majority of users from using an important part of the program. |
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