Systems settings Permissions | Purpose | Comments/Help |
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Can Edit Lenders/Providers | Shows/hides the following links on the address book > Lenders/Providers page
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| If you disable this, and permission 2 below (Can View Lenders/Providers) is enabled, then users will still be able to view the list of lenders via address book > Lenders / Providers |
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Can View Lenders/Providers | - Controls whether a user can access the lender list via the address book
- Shows/hides Lenders/Providers link in Address Book
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Can maintain stages | - Prevents a user from editing stages.
- Shows/hides the Stages link in the Product Setup section of the System Settings page
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| Stages are the milestones in your business process and determine how far a product has progressed |
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Can setup letters | - Controls a users ability to setup new and edit existing letter templates
- Shows/hides Document Templates link under the Document Production, Telephony & Texting section in the System Settings page
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| If disabled users will still be able to produce documents from within products but will not be able to setup new document templates |
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Can Maintain Stage Groups | - Controls a user's ability to create or edit stage groupings
- Shows/Hides the Stage Groups link under the Product Setup page, on the System Settings page
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title | What are Stage Groups? |
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| Stage Groups allow you to group similar stages together, for example you may have 4 individual stages that make up the new lead portion of your business process, in which case you can create a group called 'New Lead' and group those 4 stages together. This makes searching and reporting easier later on as you can search for products where their current stage is a member of the 'New Lead' group. |
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Can maintain users | - Controls a user's ability to create and edit users
- Shows/Hides the Users link under Manage Your Users on the System Settings page
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Can maintain user groups and permissions | - Controls a user's ability to change usergroup permissions
- Shows/Hides the User Permission Groups & Set Permissions link under the Manage Your Users section in the System Settings page.
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title | What are User Groups? |
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| User groups are a mechanism used to group users together when they should have the same permissions. For example you may wish to create a user group called 'Advisers' and place all of your users who are advisers within the group. Any changes made regarding permissions against a particular user group affects all users that are placed in that particular group. |
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You can assign a user to a particular user group by heading to System settings > Users (under manage your users). Note: You need to have the permission above enabled before you can amend a user's assigned user group i.e. can maintain users |
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Can edit own details | - Controls a user's ability to edit their own user profile
- Shows/Hides the Edit your Details link under the Manage your Users section on the System Settings page
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title | What can I change in edit your details? |
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The following items can be changed for your user, when accessing the edit your details link via the system settings page. - User ID
- Forename
- Surname
- Password
- Active status
- Letter Signature
- Daytime Phone number
- Evening Phone number
- Mobile Phone number
- Fax
- Email
- Branch
- User Group
- User Team
- User Team Rota Order
- User Role
- Participant Link
- Default Summary displayed on the homepage
- Outgoing email setup (SMTP server details)
- Sourcing System Setup (trigold integration)
- SMS settings (enabled/disabled for sending SMS messages)
- VOIP Telephony settings
- Whether your user is licensed
- Default Associated Users
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Can maintain branches | - Controls a user's ability to create or edit branches
- Shows/Hides the branches link under Customise Your System section on the System Settings Page
If enabled users will be able to add branches to the branch drop down box that appears on your cases. If the branch dropdown box does not appear on your cases you will need to switch this on against the view profile for your user groups. For help on this please contact support. |
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Branches allow you to categorise the products your customers have setup with you, by the branch of your company that is processing the product. |
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Can edit/view ALL customers | - Controls a user's ability to create or edit customers
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IF this permission is disabled, then customers will not be able to edit ANY customers within the CRM |
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Can edit actions | - Controls a users ability to edit action note types
- Shows/hides the Actions link under the Customise Your System section on the System Settings page
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title | What are Action Note Types? |
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Action note types are a list of types of note that you can pick from when creating a new note on your customer's products. This is useful as the type of note appears under the description column on the action note panel next to the note text. An example action note type is 'Phone call received' or 'Email sent' |
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Can edit own participants | - Controls a user's ability to edit participants that they are associated with
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You can associate users to participants only if you have the adviser AND administrator view profile option (against participants) set to edit |
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Can edit tasks | - Controls a user's ability to create or edit Simple Tasks
- Shows/Hides the Simple Tasks link under the Product Setup section on the System Settings Page
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title | What are simple tasks? |
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Simple tasks are checklist items that can be customised. You can use them to keep track of when a user has completed particular tasks. For example: You could create a simple task called 'Fact-Find Completed', this could be checked to state when a user has finished filling out the fact-find with their customer's on a particular product Simple tasks are housed in the Simple Tasks panel on the product page. To use this feature, the panel must be set to display on the product's panel layout setup. |
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Can edit Participant Clubs | - Controls a user's ability to create or edit participant clubs
- Shows/hides the Participant Clubs link under Customise Your System on the System Settings page.
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Participant Clubs are used to represent the Mortgage Club a particular participant is associated with. They are housed in a drop down field against the participant. If this permission is disabled, users will still be able to select the participant club against a participant, however they will not be able to create new participant clubs, or edit the names of existing ones. |
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Can edit task statuses | - Controls a user's ability to create and edit Task Statuses
- Shows/Hides the Task Statuses link under the Product Setup section on the System Settings page.
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title | What are Task Statuses? |
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Tasks statuses are the a list of points in your process relating to insurance products such as Life Cover and Physical Health Insurance. They are similar to stages (used for mortgages). |
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Can edit participant types | - Controls a user's ability to create and edit Participant Types
- Shows/Hides the Participant Types link under the Customise Your System section on the System Settings page.
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title | What are participant types? |
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Participant Types are used to group participant's of a particular role together. Examples of participant types are: - Estate Agents
- Solicitors
- Introducers
- Your company
- Adviser
- Doctors etc.
If this permission is disabled then the user will still be able to search for a participant by type and also assign a type to the participant, however they will no longer be able to create new participant types or edit the name of an existing one. |
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Can view participant details on a case | - Controls whether a user can view the participant's panel on the
- Shows/Hides the Participants Panel on all products
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Can add participants to product | - Can only add participants to a product that the user in question is associated with.
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Can edit all participants | - Controls a user's ability to create or edit participants in the Address Book
- Shows/Hides the Participants link in the Address Book
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If disabled, user's will still be able to view participants on a case and also associate an existing participant with a case. |
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Can setup Fact-Find structure | - Controls a user's ability to edit fact-find structures
- Shows/Hides the Fact-Find Structure(s) link under Customise Your System on the System Settings Page
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If disabled a user will still be able to access and fill out active fact-find structures on a product, however they will not be able to change the page, section and question layout of the Fact-find structure. i.e. they will not be able to add, delete or edit questions. |
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Can edit file categories | - Controls a user's ability to create or edit file category names
- Shows/Hides the File Categories link under the Customise Your System section on the System Settings page
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title | What are File Categories? |
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File categories are identifying names associated with files that you attach to your products. When attaching a file to the system, along with a description of the attachment you can also select a category for the file. This makes it easier to identify the file later on as 'The KFI' for example. For example a file category name might be 'Name ID', 'Application Forms', 'Illustrations', 'Sourcing Results' etc. You can also setup file categories for your document library. Expand |
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title | What is the Document library? |
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| Document library is a document store for logos that you wish to include in your email signatures and also for any standardised attachments for your email templates e.g. a welcome flyer. Note that you cannot use merge fields with Document Library Entries. |
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Can maintain customer categories | - Controls a user's ability to edit custom fields against customers
- Show/Hides the Customer Categorieslink Categories link under Customer Setup section on the System Settings page
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title | What are Customer Categories? |
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Customer categories are custom fields that you can add to the customer details page. An example is 'Known As', in which you would obtain the customer's preferred name |
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Can Maintain Custom Fields | - Controls whether a user can create or edit custom fields
- Shows/Hides Custom Fields link under Product Setup on the System Settings Page
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title | What are Custom Fields? |
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Custom Fields are fields that you can add to your products so that they can record information relating to the product you are working on. Custom fields can be Text fields, Drop down fields, Headers, informational boxes etc. An example could be 'Newsletter preference', this could be set as a drop down customer field |
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Can maintain mortgage types | - Controls a user's ability to create and edit Policy types
- Shows/Hides the Policy Types link under the
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title | What are policy types? |
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Policy types can be used to record the type of policy such as guaranteed premiums or unit linked. It could also be used to record if the policy is for whole of life, family income protection etc. This permission will enable you to add or amend policy types. |
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Can maintain license | - Controls a user's ability to assign/renew licenses
- Shows/Hides Maintain MortgageKeeper Licence under Manage Your Users on the System Settings page
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title | What are Licenses used for? |
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Licenses are used to manage which users are able to access your eKeeper CRM. If this permission is enabled for a user group, then user's within that group are able to assign and reassign licenses to different users. It is possible to have a user in the system set as active, but unlicensed. This user could be assigned to cases/products, but would not be able to access the cases/products themselves. Note: Only account holders/representatives can request additional licenses past your current total. This should be done via email. |
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Can maintain product mapping from a spreadsheet | - Controls a user's ability to setup spreadsheet mappings.
- Shows/Hides the Spreadsheet Mappings link under Customise Your System on the System Settings Page
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title | What are spreadsheet Mappings? |
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A mapping tells the system where to look in a loaded spreadsheet for particular pieces of information such as mortgage valuation and where to put them on cases in eKeeper. |
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Can maintain summary documents | This is a legacy feature please leave this permission switched off |
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Can maintain tick list categories | - Controls a user's ability to add or amend standard supporting document entries in the supporting document panel
- Shows/Hides Tick List Categories link under Customise Your System on the System Settings page
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Supporting document categories are entries in the supporting document panels. They can be configured to appear for each applicant or depending on whether a lender has a particular set of supporting document requirments. Example supporting document categories are Name ID; Address ID; 6 Months Bank Statement etc.
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Can maintain tick list phrases | - Controls a user's ability to add new Supporting Document phrases to the system
- Shows/Hides Supporting Document Phrases link under Customise Your System on the System Settings page
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title | What are Supporting Document Phrases? |
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Supporting document phrases can be used in your letter templates to add a line stating the status of the supporting document i.e. whether it is requested, received etc. You are able to utilise merge fields to add the supporting document name into the phrase E.g. The following phrase <<TicklistCategory>> for <<ApplicantName>> was requested on <<DateRequested>> Would look like:
"Name ID for Terry was requested on 19/12/2017" when included in a produced letter template |
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Can maintain user teams | - Controls a user's ability to create or edit Teams in the CRM
- Shows/hides User Teams link under Manage Your Users section on the System Settings page
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title | What are User Teams? |
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Teams are useful groupings for your user's. It is possible to setup your user group permissions so that users in a particular usergroup can see products where the assigned adviser is in their team. |
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Can maintain product sources | - Controls a user's ability to create and edit the product source list
- Shows/hides Sources on link under Product Setup on the System Settings page.
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title | What are product sources? |
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Product sources can be used to define a set of lead sources for the products that you process on behalf of your customers. |
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Can import products from a CSV file | Allows a user to upload/import Mortgage cases from a csv file. |
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Can maintain system settings | Shows/hides the 'system settings' link on the System Settings page(v3). If enabled users will be able to make changes to:- login method;
- default file viewer;
- default image viewer;
- mortgage application reference prefix;
- applicant notes preference;
- video tutorial link icons;
- display commas in money;
- adviser lists ordering;
- application task text;
- application quick ticks;
- restrict action history text;
- restrict action rows displayed;
- action times;
- application tick list;
- Mortgage Types;
- Number of months in advance to contact follow up cases;
- display mortgage sources;
- Commercial mortgages;
- No of initial enquiry rows (commercial only).
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Can maintain Telesales Management Console | Can maintain Telesales Slot Board | Can view/amend Telesales Slot Board entries | Can delete Telesales Slot Board Bookings | Can delete delete own diary entries | Show only the user's own diary entries |
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Can delete any diary entries | Shows/hides the delete button from the edit diary entry window. If enabled users will be able to delete any diary entries created by any user from the system |
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Can edit abandoned case reasons | Shows/Hides 'Case abandon reasons' on the System Settings page. If enabled users will be able to create and amend case abandon reasons. Case abandon reasons appear on cases where a user has checked the 'case abandoned' checkbox.Can maintain QB User mapping | Obsolete Feature |
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Can edit/view OWN customers | Show only the user's own customers'. |
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Can edit interest rate types | Shows/hides the 'interest rate types' link on the System Settings page. If enabled users will be able to add or amend interest rate types available on mortgage cases. |
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Can maintain titles | Can edit the applicant title drop-down |
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Can view customers who are not associated with advisors or administratorsCan | User can view customers who are not associated with any advisors or administrators |
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Can edit commercial customers | Show/hides the 'Companies (commercial customers)' from the address book. If enabled users will be able to add or edit Companies within the address book (Commercial only) |
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Can edit diary entry types | Shows/Hides the 'diary entry types' link on the System Settings page. If enabled users will be able to create new, or amend existing diary entry types. Diary Entry types are used to categorise diary entries in the system. The 'Entry Type' Dropdown box can be used to display only diary entries of a particular type e.g. follow-ups, general reminders etc. |
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Can view email batches |
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Can access reports |
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Can Export to Excel | Shows/hides the 'Send results to Excel' link that appears on the results of an advanced search. If enabled users will be able to export the current view of the search results into an excel document. |
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Can change loan product type after drawdown |
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Can edit the company details | Shows/hides 'Edit Your Company Details' on the System Settings page |
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Can amend category answers on a case |
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Can do Bulk Update from search results | Shows/Hides the 'BULK UPDATE' link that appears on the advanced search results. If enabled users will be able to select a number of results, click bulk update and then update the stage, Advisor, Administrator. |
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Can select X many rows in search results | Shows/Hides the 'Select the next [ ] rows' option underneath a set of advanced search results. If enabled users will be able to specify a number of results that they can select, in order to perfom some action on them. |
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Can maintain letter groups | Shows/Hides the 'Letter Groups' link on the maintenance page under the customise your system section. If enabled users will be able to add, edit or delete letter groupings in the system. Letter groupings are used to group letter templates together so that when producing a letter within a case, a particular template will be easier to find. |
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Can maintain permitted IP addresses | Shows/Hides the 'Maintain Permitted IP Addresses' link on the maintenance page. If enabled the user will be able change the |
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Show the Get Help link on the front page |
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Can add documents to Document Library | Shows/Hides the following line on the document library page: 'Don't forget, you can add new Document Library Entries as well: Create New Document Library Entry'. Document library entries are files that have been uploaded into the document library repository, these can be 'standardised' attachments for email templates i.e. documents that are non-editable or they can be logos that can be used in user email signatures. If this permission is enabled users will be able to upload additional files to the document library. |
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Can edit documents in the Document Library | Shows/Hides both the 'edit' and the 'view' links against each entry within the document library page. If enabled users in this group will be able to click 'edit' to make changes to the name and active status of a particular document library entry. Users will also be able to click 'view' and download a copy of a particular document library entry. |
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Can maintain Lead Handling Teams |
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Can delete documents from the Document Library | Shows/Hides the 'delete' button when editing a particular document library entry. If enabled users in this group will be able to delete existing document library entries. |
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Can view relicense message |
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Can select/deselect documents from the Document Library to be attached to an email | enables/disables the 'select' check box against all document library entries when at the Document library selection screen, which is available when editing an email template. If enabled users in this group will be able to select document library entries to be attached to a particular email template that they are editing. |
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Can set document sync to Portal system | User can set document sync to Portal system |
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Can set file categories against the Document Library | User can set file categories against the Document Library |
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Can maintain tick list statuses | User can maintain tick-list/ supporting document statuses |
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Can copy letter templates | User can copy letter templates |
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Can export diary entries to excel | User can export diary entries to excel |
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Can Maintain Business Sectors | User can maintain Business Sectors against participants |
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Can maintain investment funds | User can maintain investment funds associated with funds panel |
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Can Maintain User's Email Signatures | User can Maintain User's Email Signatures |
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Can maintain risk factors |
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Can Maintain List of Email Signatures |
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Can setup Product Groups |
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Can Override Email Sender |
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Ignore mandatory question checks in fact find |
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Can delete non-editable documents |
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Can maintain birthday communications |
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Can Maintain Fact Find Subsets |
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Can Maintain Fact Find Prerequisites |
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Can Lock Documents |
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Can Unlock Documents |
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Can Maintain Interface Rates |
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Can Maintain Purpose of Loans |
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Can Maintain Extract Formats |
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Can Maintain Repayment Methods |
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Can Maintain Automation Rules |
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Can view automation rule history. |
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Can set if fees affect LTV on a product |
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Can change products to different type |
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Can change applicant order |
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Can setup products |
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Can maintain view profile item descriptions |
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Can use diagnostic functions |
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Can deselect applicants on a product with broker submitted details |
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Can Reveal Customer Security Question Answers |
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Can Update Participant Security Question Details |
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Can bulk upload participants |
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Can Update Person Security Question Details |
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Can access portal settings maintenance |
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Can Maintain Analysis Regions |
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Can Maintain System Alert Types |
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Can maintain SMS Options |
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Can Maintain Banking Fees |
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Can Maintain Risk Profiles |
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Can Maintain Loan Statement Columns |
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Can Maintain Reciept Receipt Methods |
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Can Maintain Pricing Matrix |
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Can Maintain Borrower Class |
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Can Maintain TPMI Product Upload |
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Can Maintain Email Templates |
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Can access adviser postcode mapping |
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Can maintain participant firms |
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Can maintain the Affordability Calculator and update constants attached to it. |
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The permission to allow users to change constants within the buy to let calculator. |
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Can produce and extract MI reports. |
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Can bulk upload document templates |
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Can Create Participant Custom Fields |
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Can print fact find documents |
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Can maintain diary entry statuses |
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Can maintain product relationships |
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Can maintain ticklist ‘From Who’ values |
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Can auto refresh participants Adviser / BDM |
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Can maintain Client Roles for Trustees and Beneficiaries |
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Can maintain Relationships for Trustees and Beneficiaries |
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Can maintain telephony integration |
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Can use telephony integration |
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Can setup fees |
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