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Table of Contents
APEX Agent Administrator Guide
CeRTNA users that have a role of Agent Administrator will have access to a variety of Agent Administration functions as shown below:
Overview
APEX manages feature access based on the role that is assigned to the user when their CeRTNA User Profile is intially created. Agent staff members have the following roles available.
- Agent User
- Agent Administrator
Users that are designated with an Agent Administrator role will see the Administration feature tab and those designated as an Agent User will not see the Administration feature tab.
If an Agent Administrator needs to change the role of another staff member, they can send and e-mail to CeRTNA to request the change.
Each of the Agent Administration features and functions are documented in the following paragraphs.
Submitter Requests
CeRTNA users that have a role of County Administrator will have access to the Authorize Submitters Module.
Authorize Submitters Overview
The Authorize Submitters module gives County Administrators the ability to Activate or Deactivate CeRTNA submitters. If you are authorized to this module you will see an Administration tab in your Feature panel, as shown in the Overview image below:
In the Overview image shown above you can see that a new Administration feature tab is available. When this tab is clicked, a list of Administration modules will be displayed in the left hand panel of the APEX UI.
To initiate the Authorize Submitters module, click the Manage Submitters item in the Administration/Modules list. This will cause the Manage Submitters tab to be displayed in the Detail Panel on the right side of the APEX UI.
A new Authorize Submitters Management ribbon section is also displayed. The buttons on this ribbon will be disabled until at least one row in the submitter list is selected.
Activating Submitters
To activate one or more submitters, click on the checkbox/checkboxes of the submitters that you would like to activate and then click the Activate Selected Submitters button on the ribbon as shown below:
A pop-up window will be displayed with fields for entering the MOU Version, MOU Date, and an Escrow Account label, which is an optional field entry.
Enter your appropriate values and then click the Activate button. Alternatively, you can click the Cancel button to back out of the operation.
After clicking the Activate button, your submitter(s) will be activated and the Submitter List will reflect the changes as shown below:
Deactivating Submitters
To deactivate one or more submitters, click on the checkbox/checkboxes of the submitters that you would like to deactivate and then click the Dactivate Selected Submitters button on the ribbon as shown below:
A pop-up window will be displayed, giving you the opportunity to Confirm that you want to delete the selected submitter(s). You can click the No button to cancel the request.
After clicking the Yes button to confirm that you want to deactivate the selected submitters, the Submitters list will be updated to reflect the change showing the submitter status is 'Inactive' as shown below:
There may be instances where a County Admininstrator may need to temporarily deactivate a submitter. For that reason, the other settings associated with the submitter record are maintained, as shown above, even though the submitter may be temporarily deactivated.
Multiple submitters can be deactivated at the same time by selecting multiple checkboxes and then clicking the Deactivate Selected Submitters button as shown below:
A pop-up confirmation windows will be displayed and after clicking the Yes button to confirm the request to deactivate the selected submitters, the submitters list will be updated showing the selected submitters as 'Inactive', as shown below:
There are no restrictions on how many times a submitter is activated or deactivated by a County Administrator.
Updating Submitters
The information for an individual submitter can be updated by clicking the Edit icon located to the right of the individual Submitter records. As shown below, clicking the Edit icon will cause a pop-up window to be displayed so that the County Administrator can update the information for that specific Submitter.
After updating the selected submitter, click the Save button and the updates will be reflected in the Submitter list, as shown below:
