You can receive email notifications for a variety of reasons in Ventures. This article covers setting up email notifications for when a user is assigned to or removed from a Ventures record. We have an article covering setting up notifications for SendNow sites. You can view that here. 

 

You can choose to receive email notifications for when you are assigned to or removed from a Ventures record's Partner Contacts page as a Loan Officer, Loan Processor, Closing Processor, Credit Analyst, and/or a Closing Analyst. For this to work your profile needs to be set up with the specific job role. We cover job roles later in the article. 

 

Enabling Email Notifications

 

• Mouse over the User Profile icon. Click on Notifications in the menu that appears.

 

 

• In the Ventures Assignment section of the Notifications page use the check boxes to indicate whether you want to receive Notifications for when you are assigned to a record, removed from a record, or both.
• Click Save.

 

 

• Based on what you have selected an email will be sent to the email associated with your username when you are added to or removed from a record's Partner Contact page in the following roles: Loan Officer, Loan Processor, Closing Processor, Credit Analyst, and/or a Closing Analyst

 

 

 

Job Roles

A site administrator will need to have set up your user account with the appropriate job roles. Once the roles are set up, your user profile will appear as an option in the relevant Partner Contacts field. 

To check which roles are assigned to a user, with a site administrator account:

 

• Click on the cog/gear wheel icon to access the Administration menu
• Click on User Access in the menu on the left
• Click on Users in the submenu that appears
• Click on the name of the user whose roles you want to see. Use the search bar to help narrow your user list if needed. A po up will appear.

 

 

• You will see the list of Job Roles assigned to the user in the Job Roles section of the User Account pop up that appears.

 

 

 

Adding Additional Job Roles

 

If the user needs additional Job Roles assigned to them, from the User Account pop up with a site administrator account:

 

• Click the hyperlinked name of the user in the Contact field. Their Virtual Card will appear

 

 

• In the Virtual Card, use the Roles field to select the roles you would like to assign to the user. Note that not all roles appear in the Job Roles section of the user account pop up.

 

 

• Once you make your selections, click save. You will return to the User Account pop up. 

 

 

• A check mark will not appear next to the Role in the Job Roles section of the pop up yet. Click save in the User Account pop up. The pop up will disappear.

 

 

• Click the user's name to access the User Account pop up again. You should see the check mark appear next to the relevant role in the Job Roles section of the pop up.