Difference between revisions of "NA Web Access Maintenance"
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* Click Generate to create an activation code. Copy the code or make note of it for the user | * Click Generate to create an activation code. Copy the code or make note of it for the user | ||
* Click Save. If the web user does not exist, you will be prompted with this message: | * Click Save. If the web user does not exist, you will be prompted with this message: | ||
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| + | [[File:NA Web Access 4.png]] | ||
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| + | Click Yes. You will be taken to the Web User Account Maintenance screen: | ||
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| + | [[File:NA Web Access 5.png]] | ||
Revision as of 18:02, 5 March 2012
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:
- Enter the individual's selected user ID
- You can disregard the Organization PIN
- In the Web access type field, select Primary Account Holder (The other two options are not yet active in the system)
- Click Generate to create an activation code. Copy the code or make note of it for the user
- Click Save. If the web user does not exist, you will be prompted with this message:
Click Yes. You will be taken to the Web User Account Maintenance screen:
