Difference between revisions of "Granting a User Access to Online CEF"

From Documentation
Jump to navigation Jump to search
Line 26: Line 26:
  
 
[[File:Web User 2.png]]
 
[[File:Web User 2.png]]
 +
 +
 +
On this screen, click Actions and select "Enable Account":
 +
 +
 +
[[File:Web User 3.png]]

Revision as of 18:28, 5 March 2012

Overview

In order for your investors and borrowers to view their account information online, you will have to set them up with access. Below are the steps to do so.


Step 1: Create the NA Web Access Account

The first step is to set the individual up with a web account. For information on how to do this step, please reference this page: NA Web Access Maintenance


Step 2: Verify that the Web Account is Active

  • From the DDI Connect main menu, double-click Supervisor menu
  • Double-click System Administration
  • Double-click Web Users. You will see a screen similar to this one:


Web User 1.png


Locate the user that you wish to view, and click View. The account maintenance screen will open:


Web User 2.png


On this screen, click Actions and select "Enable Account":


Web User 3.png