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Home > Access overview > Access documentation

Access documentation

Access overview
Access documentation

Role management

Add and remove roles
  • Add a role
  • Delete a role
Edit and test roles
  • Edit a role
  • Test a role
Assign roles
  • Assign roles to System Access Permissions
Manage contacts
  • Merging duplicate mortgagee contacts
  • Reverting mortgagee policies transfer
  • Unarchiving a contact
  • Last updated: April 30, 2021

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