The Help Center: Originator User Authorization Level Definitions

Originator Access Level Definitions

As the eMagic Account Administrator, you grant access levels for each user profile.
View our tutorial on the eMagic Administrator roles.

Users with this Access Level...	...can perform these tasks
Standard Note: This is the default access level given to users.	Access loans in Loan Manager Create new loans (browse or key in from scratch) Order services on new loans or existing loans in Loan Manager Create a Trio folder*
Billing Contact Note: Only two Billing Contacts may be designated per company.	All Standard access tasks Create and maintain credit card information for billable services (e.g., eMagic Trio*)
Edit Templates	All Standard access tasks Create new and edit existing templates in the eMagic system
Trio - Delete Folders*	All Standard access tasks access to delete eMagic Trio folders (created on eMagic.com)
Loan Officer*	All Standard access tasks Have loans assigned to them
Segregated Pipeline*	All Standard and Loan Officer access tasks Access only loans that are assigned to them and unassigned loans
Reassign Loan Officer*	All Standard access tasks Reassign loans and pipeline to another loan officer
View Contacts*	All Standard access tasks Access to Contact Manager and Lead Manager

*These functions need to be activated for your institution.