User Groups.

User Groups were introduced for companies with multiple branches and/or offices that operate in teams. User Groups allow you to restrict access to selected features for groups of users. This feature also allows you to separate your users into offices or branches.

Every user created in BNTouch is placed into Default Group. All users under this User Group have no restrictions on functionality of BNTouch.

In order to create a new custom group, please enter the name into the “New” field and click “Update Groups” button.

You can add or/and remove users from the groups by clicking the “add/remove users” link.

When you enter the list of users of the Group, you can add users to that group or remove them by moving them back to Default one. In order to do that please check the box next to the user name and click the “Move to X” or “Move to Default Group” button.

You can customize access for each group by clicking the “Customize Access” link. This screen allows you to restrict users from using some of the BNTouch features, such as: operations with records, partnerships tab, marketing, reports etc.

When you have finished making changes for a group, please click the “Update Access” button that is located at the bottom of the page. In order to disregard any changes click on “Cancel” button.

You can also customize the list of mortgage fields for each group by hiding unwanted fields or sections. Click the “Customize View” link and deselect the fields that you don't want users of that group to see.

When you have finished making changes for a group, please click “Update View” button located at the bottom of the page. In order to disregard any changes click on “Cancel” button.