Users And Security
How to see which users have been assigned to a user group
To see which users have been assigned to a user group, follow the step below. 1. Navigate to Configuration > Security: 2. Select the User Groups option under User Groups: 4. The List User Groups screen will be displayed. 5. Select the user ...
Copy user preferences
Users have the ability to personalise the loan administration system (Fusion) to have “quick link” menu items and “tabs” displaying data at the bottom of pages that is specific to what they want and need to see in order to easily perform their job. ...
Reset system user passwords
An administrator can force a password reset when users have forgotten their password. Once reset the users will be forced to change the password the first time they sign in. 1. Login to Clearmatch Fusion with the relevant credentials: 2. Navigate ...
System users - add an external login
Clearmatch allows other finance company users to login to system while using their own company authentications for the purpose of authenticating users into the Clearmatch applications. As a result they will not need to have a separate login ...
Import user- details on imported items
When importing system users to Clearmatch, details on file imported can be checked by navigating to 1. Maintenance -> select Integration Imports from Queue Items 2. The list of integration imports will be displayed. Select the relevant integration ...
Import users - how to check the status of the imported file
1. After selecting Upload & import in order to import users, select view all notifications from the notification bar that will appear on the page when it is refreshed, to check the status of the imported file. 2. Use the filter options to check the ...
Importing users
An import option exists on the system users, which will allow a finance company to import all their users into Clearmatch. The following details related to a user can be imported into the platform using a CSV file format. Provider : External ...
Setting clearance levels
Security clearance levels exist in the system to add an additional level of user access security. Even if a user is assigned to a user group that has access to a specific function, if the user does not have the clearance level that will allow the ...
Adding permissions to a user group
After adding or creating a new user group (the instructions on how to do this are outlined in this article), the user group security permissions can be managed to control specific access to classes and methods and can allow or restrict access to a ...
Add a user to an ownership group
You can add users to Ownership Groups directly from within an ownership group as detailed below. You can also add a user to an ownership from within the user but this article explains how to add from within an ownership group. 1. To add a user to an ...
View ownership groups hierarchy
Ownership Groups Hierarchy is an additional view. An alternative that allows for the Ownership Group Hierarchy to be viewed in a friendlier format, so it is easy to see the structure. 1. To view the Ownership Groups Hierarchy Navigate to ...
Create an ownership group
Ownership Groups are used in Clearmatch to control access to data. These Ownership Groups are hierarchical. The concept being that users, customers, listings, loans, bids and investments etc. are all assigned to Ownership Groups. A user only be able ...
Setup an originator staff member from within Clearmatch Fusion
Staff members at originator groups and at originators are able to sign into the Clearmatch portal in order to manage applications and finance agreements on behalf of their borrowers. Staff members need to be created with Clearmatch Fusion. 1. ...
Add a user group
User groups control the access to functions and operations within the Clearmatch system. Access rights are assigned to user groups and each system user in the user group then inherits those access rights. NOTE: Users with security access and also ...
Create new system users i.e. for finance company users
In order to successfully use the Clearmatch Fusion system, credentials have to be created and configured accordingly. The system users are the staff and users at the finance company that are allowed to access the Fusion loan administration system. 1. ...
Unlocking a user account
If the incorrect password has been entered three times on the login page in Fusion, the following error message will be displayed on screen: 1. To unlock the account, log into Clearmatch Fusion with the relevant credentials (and select the asset ...
Creating or changing an authorisation code
NOTE : An authorisation code is needed for specific functions in Fusion e.g. bid approvals, overriding an Application Status, etc: 1. Log into Clearmatch Fusion (preferably as a user with Internal Administration access): 2. Navigate to Configuration ...
Assign a user to a user group
Finance companies are able to assign their users to the security user groups they have created. Users need to be assigned to a user group in order for them to inherit the access rights and use the operations and functions assigned to the user group. ...
Change password
When you select the option from the sign in page to change your password you will be presented with the page below requesting you to supply new password details. Keep in mind that you will be forced to change your password and click the link above ...
Authorisation code
A user authorisation code is required for confirmation or authorisation purposes (and needs to be entered instead of a password) when certain functions are performed in Clearmatch. Each individual user will have an access code and will need to supply ...