Organizing Users into Teams

When you organize Mortgage Quest users into teams, a user can view their individual data or all team members’ data. The Access to All Team Users option gives a person access to all team members’ data.  Also, a Mortgage Quest user can be a member of more than one team. For example, a processor can be a member of two different teams. When the processor logs onto Mortgage Quest they can select which team’s data to view.

To Set Up a Team:

A user must have System Administrator privileges to set up a team.

1.  Click the  icon to display the register screen.

2.  Click Team Manager to display the Team Manager screen.

 

 

The Team Manager has the following features:

·      New – Create a new team.

·      Edit – Add or remove users from the team.

·      Delete – Delete a team.

·      Rename – Rename a team.

·      Report – List the users of a team.

 

1.  Click New to create a new team.

2.  Select a Mortgage Quest user from the left list and click Add.

3.  If you want a user to be able to view all team members’ data, add the user to the Team List and then click Set View.

4.  Click Close and enter a unique team name. Before you can close, one or more users must be set to View All team members’ data.

 

 

The team creator screen has the following features:

·      Add – Add a user to the team.

·      Remove – Remove a user from the team.

·      Set View – Give a team member the privilege to view all other team members’ data.

·      Rem View – Remove a team member’s privilege to the view all team members’ data.

·      Close – Close and save changes.

·      Cancel – Close and don’t save changes.