Logging in to Encompass

Setting Up Single Sign-On for Encompass

Your system administrator will create a user profile for you that includes a User ID and Password. Your user profile also contains settings that define access to loan files and the Encompass features and functions you will need to use. When you log in, you will type your User ID and Password.

There are two different log in screens that may be used for Encompass:

  • Encompass Log In Window - This log in window requires the user's user ID, password, and designated Encompass server location. By default, this is the log in screen provided for all users.

  • Web-based Encompass log in screen - This log in screen was introduced in Encompass 20.2. On this Encompass Login screen, users can elect to log in using Single Sign-On (SSO) or log in using their Encompass user ID and password just as they did in previous version of Encompass. This log in screen must be used if your company is using SSO.

The Encompass administrator determines the log in window that is provided to users by selecting an option from the Settings Manger > Client options list in Encompass Admin Tools.

To Log in to Encompass:

The first time you log in to Encompass, the Encompass - Launcher opens. For all following logins, you will be taken directly to the Encompass Log In window where you will enter your Encompass User ID and Password. Contact your system administrator if you do not already have this information.

Before logging in for the first time, make sure your Encompass administrator has provided you with the 10-digit Client ID that is required for this procedure. Example: 3012345678.

  1. Double-click the Encompass icon on your desktop.

  2. On the Encompass - Launcher, enter the 10-digit SmartClient ID provided by the system administrator, and then click Login.

  • The Auto Sign-On checkbox is selected by default. If the checkbox is selected, the Encompass - Launcher will not display on future logins. Clear this checkbox if you want the Encompass - Launcher to display each time you log in.

  • If you need to log on to different Encompass environments, for example test and production environments, use the Manage IDs button to add, delete, or reorder the SmartClient IDs for the different Encompass environments that are available for selection from the dropdown list.

  1. Type your user ID and password, and then select the Networked connection. Your system administrator provides the name of the server to enter in the Server field.

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  1. Click the Log In button.

To Log in to Encompass:

The first time you log in to Encompass, the Encompass - Launcher opens. For all following logins, you will be taken directly to the Encompass Log In window where you will enter your Encompass User ID and Password. Contact your system administrator if you do not already have this information.

Before logging in for the first time, make sure your Encompass administrator has provided the user with the 10-digit Client ID that is required for this procedure. Example: 3012345678.

  1. Double-click the Encompass icon on your desktop.

  2. On the Encompass - Launcher, enter the 10-digit SmartClient ID provided by the system administrator, and then click Login.

  • The Auto Sign-On checkbox is selected by default. If the checkbox is selected, the Encompass - Launcher will not display on future logins. Clear this checkbox if you want the Encompass - Launcher to display each time you log in.

  • If you need to log on to different Encompass environments, for example test and production environments, use the Manage IDs button to add, delete, or reorder the SmartClient IDs for the different Encompass environments that are available for selection from the dropdown list.

  • On the Encompass Log In window, the log in process will vary depending on if you have Restricted Access or Full Access. Follow the steps below depending on your login access.

Logging in with Restricted Access

  1. On the Encompass Log In screen, enter your Instance ID, and then click Next.

    • The Instance ID is your Encompass SmartClient ID, which is provided by your Encompass administrator. (It is not the Client ID found under Help > About Encompass in Encompass). Example SmartClient ID: BE111XXXXX.

    • After providing your Instance ID and successfully logging in once, this ID will be cached and automatically provided each time the user logs in moving forward.

  1. Click the Login via Single Sign On (SSO) button to go to your IdP log in screen.

  2. On your IdP log in screen, enter the required credentials provided by your company, and then click Sign In.

    • Identity provider credentials must be supplied to the user by the Encompass administrator since your company is managing the relationship with the Identity provider.

  • After you have entered valid IdP credentials, you are logged into Encompass.

Once you log in, you can change your password and other personal settings as needed. On the menu bar, click Encompass, and then click Settings. On the left panel, click Personal Settings, and then click My Profile.

Logging in with Full Access

Users with Full Access can log in using their IdP credentials or their Encompass user name and password.

  1. On the Encompass Log In screen, enter your Instance ID, and then click Next.

    • The Instance ID is your Encompass SmartClient ID, which is provided by your Encompass administrator. (It is not the Client ID found under Help > About Encompass in Encompass). Example SmartClient ID: BE111XXXXX.

    • After providing your Instance ID and successfully logging in once, this ID will be cached and automatically provided each time the user logs in moving forward.

  1. To log in using your Encompass credentials, enter your Encompass user ID and password in the fields provided, and then click the Log In button.

OR

  1. Click the Login via Single Sign On (SSO) button to go to your IdP log in screen.

  1. On your IdP log in screen, enter the required credentials provided by your company, and then click Sign In.(In this example, the Okta log in screen is used. Your IdP log in screen may vary.)

    • Identity provider credentials must be supplied to the user by the Encompass administrator since your company is managing the relationship with the Identity provider.

If your company has elected to not set up SSO capabilities within Encompass Developer Connect, this Encompass log in screen will still be presented. Users will be required to provide their Encompass user ID and password log in credentials and then click Log In, just like they did in previous versions of Encompass.

Once you log in, you can change your password and other personal settings as needed. On the menu bar, click Encompass, and then click Settings. On the left panel, click Personal Settings, and then click My Profile.