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Create a New Staff Role

An administrator can create new staff roles for his staff users. To understand how to create new staff roles please follow the steps below: 

 

1. Log on to your ValueLink Appraisal Management System account.

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2. Click on Admin at the top of the dashboard 

€ValueLink' Appraisal ORDER STATISTICS Horne orders • AVM • Reports Accounts • apo Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME c Switch To Teams Workmard Create New Order v Today No orders wee created dwing this time span No orders were created during this time span 56

 

3. Scroll down and click on Users & Permissions followed by Manage Staff Roles on the left side menu to access the Manage Staff Roles screen. 

MANAGE STAFF ROLES ACtIOns CO' y Settings Staff Role Name Number of Users Edit permissions Edit Role Account Manager N/A vendors Assigner N/A Reviewer N/A Wholesale Lenders Other N/A Salespeople New Test Role 1 Test Role Investors Test Role2 Users&Permissions Sales Team 丨 Users testroll AMSAppraiser CO' y Users AMSStaff , Sta | es Test Role FAS , Sta W 0 Test Role 10

 

4. To create a new staff role click on Actions followed by Add New Staff Role. 

Convmy Settings Clients Vendors Wholesale Lenders Investors Users & Permissions All Users Convmy Users Staff Roles MANAGE STAFF ROLES Staff Role Name Account Manager Assigner Reviewer Other New Test Role 1 Test Role Test Role2 Sales Team restroll AMSAppraiser AMSStaff Number of Users Edit Actions Add New Staff Role WA N/A

 

5. On the New Staff Role and Default Permission Set Up screen the following steps will need to be followed: 

Step 1: Adding a new Staff role – Here you will enter the name of the new staff role that is set to be created. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP Step 1 Staff Role Step 2 Administrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish Step 1: Add New Staff Role Staff Role Name (required) Staff role 1 Cancel

Step 2: Default Administrative Permissions for Role – Here you will need to select the administrative permissions for the staff role. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish dministrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 2: Default Administrative Permissions tor Role O D D O D D O D O O Allow this Staff Role to Manage Clients@ Allow this Staff Role to Manage Vendors@ Allow this Staff Role to Monitor Vendor Recent Activity@ Allow this Staff Role to Manage Order Statuses Allow this Staff Role to Manage Common Responses ? Hide Vendor Sensitive Information from this Staff Role@ Allow this Staff Role to Manage Investor DNIJ List@ Allow this Staff Role to access Accounting Sections ? Automatically Assign Orders to this Staff Role@ Allow this Staff Role to place an Order (9) Allow this Staff Role to view Payment Details on the order@ Allow this Staff Role to Manage Wholesale Lenders@ Allow this Staff Role to send and receive SMS messages ? Allow this Staff Role to Manage Teams@ Allow this Staff Role to access PerformanceAnalytics@ Save & Continue Cancel

Step 3: Default Order Type Permissions for Role – Here you can select if the staff user can manage all order types or only those order types selected. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrati Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Cancel Step 8 Custom Report Permissions Step g Add Users to Role Allowed step 10 Finish Step 3: Default Order Type Permissions tor Role Order Type Allowed for Staff Role O Allow this staff role to manage ALL order types. S Allow this staff role to manage SELECTED order types. Order Type Name Residential Appraisal Commercial Appraisal Order Type Group Order Type Name Appraisal Appraisal Select the Order Type Group as the default Dashboard View for this Staff Role Save & Continue Back

Step 4: Default Order Permissions for Role – Here you can select the order permissions for the role. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish Step 4: Default Order Permissions for Role O D D O O D O D O O Only Show Assigned Orders to this Staff Role?@ Allow this Staff Role to Edit Orders Details@ Allow this Staff Role to Assign Orders to Appraisers ? Allow this Staff Role to Modify Vendor Fee on Assignment Screen@ Allow this Staff Role to Delete Notes@ Allow this Staff Role to Delete Comments@ Allow this Staff Role to View & Edit Salesperson Details on the Order@ Allow this Staff Role to Manage Wholesale Lender on the Order@ Allow this Staff Role to Play/Pause Order Tum Time@ Allow this Staff Role to Request/View/Respond Quote Requests@ Allow this Staff Role to Manually Update Order Status@ Allow this Staff Role to Assign Order to Reviewer@ Allow this Staff Role to Accept Order on behalf of theVendor@ Allow this Staff Role to Manage Reminder(s) on all orders. @ Save & Continue Back Cancel

Step 5: Default Email Alerts Permissions for Role – Here you can select the email alerts to be  received on orders assigned or on all orders. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 8 Custom Report Permissions Step g Add Users to Role Step 5: Default Email Alerts Permissions for Role General Email Alert Settings Copy on Email Alerts for S send Email Alerts for ASSIGNED orders O Send Email Alerts for ALL Orders Email Alert Specific Settings O Send ALL Email Alerts S send the Email Alerts SELECTED below Email Alerts New Order Alen Order Assignment Alert Order Assignment By Broadcast Alen Staff Assignment Alen Reviewer Assignment Alen Send Bid Request Alert step 10 Finish Inactive Inactive Inactive Inactive Inactive Inactive

Step 6: Default Order Status Permissions for Role – Here you can select if the staff will be able to see comments on all statuses or see comments for selected ones. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish Step 6: Default Order Status Permissions tor Role Statuses Allowed tor Staff Role 0 Show ALL statuses under PREFERRED STATUSES on the users dashboard. Allow the user to see comments for orders In ALL statuses. S Show the following statuses under PREFERRED STATUSES on the users dashboard. Allow the user to see comments for orders In the statuses SELECTED below. Appraisal Status Accepted by Vendor Accepted By Vendor with Conditions Archived Assigned To Non-panel Appraiser Assigned To Vendor Automatic Assignment Failed Show as Preferred Status Show Comments For Status

Step 7: Default System Reports Access for Role – Here you can give staff user's either access to all reports, selected reports, or no access to reports at all. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permission Back step 7 System Report Permissions Cancel Step 8 ustom Report Permissions Step g Add Users to Role step 10 Finish Step 7: Default System Reports Access tor Role System Report(s) Allowed tor Staff Role S Allow this staff role to access ALL reports O Allow this staff role to access SELECTED reports O Don't Allow this staff role to access ANY report Save & Continue

Step 8: Default Custom Reports Access for Role – Here you can give staff user's either access to all custom reports, selected custom reports, or no access to custom reports at all. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions Step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions Back step 7 System Repo Permissions Cancel Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish Step 8: Default Custom Reports Access for Role Custom Report(s) Allowed for Staff Role O Allow this staff role to access ALL reports O Allow this staff role to access SELECTED reports S DoNt Allow this staff role to access ANY report Save & Continue

Step 9: Add Users to this Staff Role – Here you can choose if users can be added to this staff role. 

NEW STAFF ROLE AND DEFAULT PERMISSIONS SET UP FOR: STAFF ROLE 1 Step 1 Add Staff Role Step 2 Administrative Permissions step 3 Order Type Permissions Step 4 Order Permissions step 5 Alert Permissions Step 6 Status Permissions step 7 System Report Permissions Step 8 Custom Report Permissions Step g Add Users to Role step 10 Finish Add Users to this Staff Role Do you want to add existing users to this role & apply all the permissions? O Yes @ No Finish

Once completed click the green Finish button to add the vendor role. 

 

 

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