Assign Downline View

To view appraisers with Downline View rights:

  1. From the main menu, click System Setup, then click Appraiser Setup.
  2. Click on the Assign Downline View tab.
  3. Appraisers who do NOT have Downline View rights are listed in the field on the left titled Appraisers Without Downline View.
  4. Appraisers who currently have Downline View rights are listed in the field on the right titled Appraisers With Downline View.

To give an appraiser Downline View rights:

  1. From the main menu, click System Setup, then click Appraiser Setup.
  2. Click on the Assign Downline View tab.
  3. Appraisers who do NOT have Downline View rights are listed in the field on the left titled Appraisers Without Downline View.
  4. Select an appraiser from the field on the left by clicking on the name.
  5. Click the single right arrow button to move the appraiser(s) to the Appraisers With Downline View list.
  6. If you click the double right arrow it will move the entire Appraisers Without Downline View list to the Appraisers With Downline View list.
  7. Click Save on the toolbar.
  8. The appraiser now has Downline View rights.

Note:

An employee must be assigned as an appraiser before Downline View or Downline Edit rights may be given.