System Users
System Users Overview
The System Users section displays a list of all users within the XDOC system.
- For customers with LOS (Loan Origination System) integrations, users are automatically created through the integration process.
- Additional users can be created manually, which is useful for:
- Testing purposes
- Internal projects
- Users not integrated with an LOS
Note: Manually created users will need to be configured with appropriate roles, permissions, and credentials.
Creating a User
To manually create a user in the XDOC system, follow these steps:
1. From the User Grid, click CREATE.
The User Editor window will appear.
2. Complete the required fields in the User Editor.
Note: Required fields are indicated in bold.
| Field | Description |
|---|---|
| Username | Choose a username. This will be the username you log in with. |
| Password | Password for this user. |
| Confirm Password | Confirm the password for the user. |
| Default Project | The default Project for this user. This can either be set here or in the Project Access tab below. |
| Default Role | Choose the Role assigned to this Profile. |
| Security Profile | Security Profile assigned to this loan. |
| Security Level | This field is not used at this time. It is reserved for future use. |
| Regional Culture | Leave as either "default," or "en-US". |
| Display Name | The name displayed in XDOC while working in the application. |
| First Name | User's first name. |
| Last Name | User's last name. |
| User's email address. | |
| Active | For active users, will be set to "yes". |
| Suspended | You can suspend the account's XDOC access by setting this to "yes". |
| Is External | Checkbox to signify an external user integrated from an outside application. This will be set automatically by with your LOS integration. |
| External ID | The ID of the user, integrated from the external system. |
| Flags | Please do not modify this field. It is set by the LOS integration. |
| External Ref | Additional integration information from the LOS integration. |
| External Data | Additional integration information from the LOS integration. |
3. (Optional) In the Project Access tab:
- Under Project Security > Project, either:
- Double-click the "Loan Documents" project to move it to the active list, or
- Highlight the project, select a project from the dropdown, and click ADD
4. (Optional) Select a Security Role from the dropdown menu.
5. When all necessary information is entered, click SAVE to create the user.
Copying a User
To copy a user, follow the steps below:
- Highlight the User to be copied from in the User Grid.
- From the User Grid, click Copy, then click Execute.
- When the confirmation message appears —
"Are you sure you want to copy the selected items?" — click OK.
4. A new user will be created with the same username, appended by a date and time stamp in the following format:
UserNameMM DD H:MMAM/PM
(e.g., JohnDoeNov 4 2:19PM)
Note:
All fields in the User Editor will be duplicated exactly from the original user.
You must update the new user with the correct information and credentials before use.
