Manager Rights

The Client Admin may view and edit the Manager Rights options on the Update User screen to manage the rights of individual users.

To Configure User Manager Rights:

  1. Log into ICE PPE as a Client Admin.
  • ICE Mortgage Technology will set the initial Client Admin for current ICE PPE users who are designated as “Main Contacts”. If there are multiple “Main Contacts” for a customer, We will choose a single Client Admin. We will send a communication via email to all initial Client Admin users.
  1. Click on the Admin tab, and then click on the Company tab.
  2. Locate the office that the user is grouped under, and then click that office name in the Office column.
  • Or, enter a full or partial search term in the field and then click Search User to view users with names that match or contain the search term.
  1. When the list of users displays, click the user name, or click edit in the Action column.
  2. In the Manager Rights section located in the right column, select the rights to assign to the user:
  • Client Admin – Select this option to assign the Client Admin right to the user.
  • View Profit Margins & SRPs – Select this option to enable the following for the user:
  • Ability to view profit margins and SRPs.
  • When neither this right nor the View SRPs user right are selected, the user cannot view SRPs.
  • Access to the Rule Manager tab.
  • Effective Date field on the General tab.
  • To select a date, click the Calendar icon next to the field and a Calendar popup is displayed. If you manually enter a date, it should be entered as MM/DD/YYYY.
  • To select a time, click the Time icon at the bottom of the calendar, a Time popup is displayed. If you manually enter a time, it should be entered as HH:MM AM/PM.
  • Delivery Type dropdown field on the General tab.
  • Manage Profit Margins – Select this option to enable the user to manage profit margins via the Rule Manager tab.
  • Change Lock Status – If selected, the user may change the lock status on a loan (unsubmit).
  • The lock status is displayed in the pipeline on the Home page as the Status column (2nd to the last column).
  • To change the lock status, click the update link in the Action column. On the Lock Request page, select a status from the New Status dropdown list.
  • View Client Reports – Select this option to enable the user to view reports via the Reports page.
  • Manage Offices – Select this option to assign the Manage Offices right to the user.
  • Users with the Manage Offices right can manage offices, view and edit submitted loans, and edit users for selected offices.
  • Manage Users – Select this option to assign the Manage Users right to the user.
  • Users with the Manage Users right can view and edit user rights.
  • Manage Investors – Select this option to enable the user to manage the investors available for rates and programs listed on the Qualify tab.
  • Manage Custom Fields - Select this option to enable the user to manage custom field definitions via the Custom Fields tab.
  • Create/Edit Rate Exports – Select this option to enable the user to manage rate exports via the Rate Sheets tab.
  • Access Rate Sheet File – Select this option to enable the user to view investor rate sheet files on the Rate Sheets tab.
  • Manage CPM - Select this option to enable the user to access Custom Program Management (CPM) via the CPM tab.

Your company must be enabled to use CPM in order to access this right.

  • Trace - Select this option to enable the user to access a feature which provides a step-to-step view of qualification results, by program, to diagnose any unexpected results.
  • Receive Notifications - Select this option to enable the user to receive reprice notifications.
  1. When done, click Save.