))
Personas and Roles
Manage episode 402031969 series 3548710
Content provided by Larry Bailey. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Larry Bailey or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Check out how to avoid "Multiple Persona Syndrome" in your Encompass®. Also, find out how your Personas and Roles affect you so much. We also cover using the Settings Reports to uncover ways to consolidate your redundant Personas, which is another way for you to ensure your Business Rules and other settings behave as expected. Configuring your Role Access to Document rule along with managing your Protected Doc Access workflow are also covered in our meeting.
❗ Join us each Tuesday at 4:00 PM ET to collaborate as a community
👉 Click here to watch the full replay: Mortgage.Community
Larry Bailey - Your Community Advocate
Contact me anytime at Larry@atihelps.com
© 2024 Mortgage Workflow Partners Inc. All Rights Reserved.
50 episodes
Share
