If you're a user with admin-level access to your account, you have the ability to create Agent Walkthrough Groups (formerly known as Process Wizards) and Agent User Roles. These two features are often used together as an account security measure. Role-based access controls which parts of the Loan Management System (LMS) your personnel have access to, and Agent Walkthrough Groups limit which walkthroughs your users can see and use. Together, they protect against unintentional errors.

Walkthrough Groups

Walkthrough Groups limit which walkthroughs your users see and use. If you're familiar with the process of creating agent walkthroughs, you'll know that rules and validations are used to determine whether a walkthrough can be opened. Walkthrough Groups, on the other hand, hide a walkthrough entirely from the list of options on an account's walkthroughs tab. As an admin, you create these for your team, and assign personnel to them based on what you want them to be able to see.

Creating a group and adding walkthroughs

To create a Walkthrough Group, navigate to Settings > Company > Access > Walkthrough Access Settings. Here, you can create, edit, and delete the Walkthrough Groups in your account. Click 'Add' to create a new group.

After clicking 'Add', you'll get to determine a few things for your new group. Choose a name for the group and if you'd like, write a description. Next, you'll need to determine which walkthroughs should be included in the group. You can do this by selecting the walkthrough from the list on the left (or select multiple walkthroughs at once by holding ‘Shift’ on your keyboard) and clicking the right arrow button as shown in the image below.

Each walkthrough you include will be displayed to all the users assigned to the group. If a walkthrough isn't added to the list on the right, the users assigned to the Walkthrough Group will not have the option to use it.

Click 'Save' in the top right corner to finish.

Assigning users to groups

Once you've created a Walkthrough Group, you'll need to assign it to your users. This works similarly to assigning a user to a Role, as you'll need to navigate to the individual Agent User's page. To do so, navigate to Users > Agent Users and select the Agent User who you'd like to assign to a Walkthrough Group. On the Agent User's profile, you can see their currently assigned Walkthrough Group. To change it, click 'Edit' in the top right corner.

Next, you can determine the Agent User's Walkthrough Group in the 'Profile Settings' section. After selecting a new Walkthrough Group, make sure to click 'Save' in the top right corner of the page.