NA Web Access Maintenance

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:

Enter the email address for the individual and click Save. You will be prompted to create a password:

You can either manually type and confirm the password, or you can click the Generate Random Password button. Make note of the password, and click OK.

The user's web account is now created. You can email the individual with their user name and password, so that they can log in and verify/change their account details.