The Encompass Admin Portal is a centralized location for Encompass Admin settings. More information on the Encompass Admin Admin Portal can be found here: Encompass Web Access Help. Accessing Encompass Admin Portal can be from your browser or from the Encompass Desktop Application. To access the Encompass Admin Portal you must have a Super Administrator persona.
Encompass Admin Portal Configuration
In order to use Stavvy’s Encompass integration, there are three main configurations in the Encompass Admin Portal that must be completed:
- Add Stavvy to Services Management
- Set up Stavvy Service Settings
- Configure Stavvy Credentials
Add Stavvy to Services Management
First, Stavvy must be added as a Service. This is done under the Services section of the Encompass Admin Portal.
To access the configuration pages, follow the below steps:
1. Open the Encompass Admin Portal either via the Encompass Web or Desktop
2. Click on Services
3. Click on Services Management
4. Select Add Service
5. Click on the Category and select Document Preparation
6. Click Retrieve Products
7. Use the Search bar at the top right of the page, and type Stavvy
8. Complete - Stavvy should appear as a Service under Services Management.
Configure Stavvy Service Settings
Now that Stavvy has been added as a Service, there are some settings that must be configured before users will be able to access the integration.
1. Navigate to Stavvy under Services Management, click on Manual
2. Set up the configuration details as follows:
- Service Type: defaults to Document Preparation
- Evaluation Level: defaults to Loan Level
- Provider: defaults to Stavvy
- Service Setup Name (required): This is what determines how Stavvy’s name will display under the Services tab. This can be any value.
- Service Setup Description (optional): This can be any value.
- Readiness Conditions (optional): Lenders can define the conditions that once met, will result in the authorized user(s) seeing Stavvy in their order options. More information on how to leverage this setting can be found here Encompass Services Management Page. Stavvy does not require the use of Readiness Conditions, this is completely optional.
- Authorized Users (required): In order for users to access Stavvy, they must be added as an authorized user.
3. To add users, click on the Add button, a modal window will appear:
4. Users must be selected from the left side of the modal and added to the right Selected Users column. This can be achieved in various ways:
5. Use the Search tool to find specific users
6. Expand the Organizations category to add find and/or add users under a certain folder in the Hierarchy
7. Expand the Users category to view a list of all users
8. Expand the Personas category to find and/or add users with a certain Persona
9. Move the desired user(s) to the Selected Users column by clicking the right arrow icon
Configure Stavvy Integration Credentials
Once Stavvy has been added as a Service and users have been added to it, the next step is to configure credentials. Stavvy authenticates to the Lender’s Encompass Instance through the use of an M2M (machine-to-machine) user, which facilitates authentication on the end user’s behalf, instead of the end user having to manually enter their Stavvy username and password.
1. Navigate to Stavvy under Services Management
2. Select Service Setup
3. Click the Credentials button
4. Click the Add button
5. Fill out the Add User Credentials as follows:
-
- Name (required): This determines how the Service displays in the Settings, and can be any value
- Description (optional): This can be any value
- Stavvy Client ID (required): provided by Stavvy
- Stavvy Client Secret (required): provided by Stavvy
- Users (required): Select users that should be able to access (add/edit/delete) the service configurations, at least one user is required
6. Make sure to Save changes before exiting
7. To enable the Service, toggle the Status to On
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