Difference between revisions of "NA Web Access Maintenance"
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[[Category:Online CEF]] | [[Category:Online CEF]] | ||
[[Category:Name/Address]] | [[Category:Name/Address]] | ||
Latest revision as of 14:07, 7 July 2015
Overview of NA105UPD
If your organization utilizes the Online CEF product, an important piece of functionality is granting investors and borrowers access to their information online. To do this, you must configure their web access. To set up the access:
- From the DDI Connect main menu, double-click Name/Address System
- Double-click Name/Address Inquiry
- Look up the individual for whom you are adding an account
- From the Name/Address screen, click View and select NA Web Access:
This will launch the web access screen:
Click New. The fields now become available for editing:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Web user ID | Leave the Web User ID field blank - this will be populated when the user registers their online account |
| Organization PIN | If applicable, you can link the user to an organization within your Name/Address database. For example, if you are setting up a user to have access to a church's online account, and you wish to link the individual's NA web access to the church's organization PIN, you can do so. This does NOT grant them access to the account yet - this is informational only |
| Web access type | Click the drop down arrow and select Primary Account Holder (The other two options are not yet active in the system) |
| Activation code | The activation code is needed by the user to register their account. Click the Generate button to populate the field with an activation code |
Click Save.
