Encompass Setup

Encompass Consumer Connect administrators (and other authorized users) use tools in Encompass to define persona access for Encompass Consumer Connect administrators and contributors.

Set Up Encompass Personas

Grant Access to Encompass Consumer Connect

Encompass Consumer Connect administrators and contributors must have the required access permissions to use Encompass Consumer Connect. Access permissions for Encompass Consumer Connect are controlled by Encompass persona settings. Your Encompass administrator must grant this access in two locations in Encompass as described in the steps below.

1. In Encompass, click Encompass, and then Settings.
2. On the left panel, click Company/User Setup, then click Personas.
3. Click the Access tab.

4. Select Both Microsoft Windows Encompass Client and Encompass Mobile in a web browser, a confirmation message displays. Select the I understand and accept these terms check box, and then click OK.
   

5. Click the Consumer Connect tab.
6. Select the Persona in the navigation tree, then select from the following:

• CMS Admin - Grants administrator access to the persona. Permissions include full access to the administration portal and website builder features and functions.
• CMS Contributor - Grants partial access to the persona. Permissions include access to the website builder and access to the Manage Sites page of the administration portal. Users cannot create or delete websites and cannot access other pages in the administration portal.
  

5. When finished, click the Save icon to save the persona.