The Setup option in the navigation menu will show all relevant client setup information. Here, Providers can manage all their Client Setup details. 

Content Includes:

• Search Clients
• Client Details
  • Add Client Message
  • Add User
• Client Users
  • Create a New User
• Security
  • IP Address Settings
  • Client Level Restrictions

Search Clients

Select Setup, then Clients to access the Search Client page. Searching for clients, by default, will populate results for Active Clients. Start by entering a client name, client ID, etc., to generate results. The Search Clients field will filter results based on keystrokes. Any recent searches will be listed under the Most Recent Clients section. 

Select the appropriate client from the Search Results list to access their client details. 

Client Details

The Client Details tab stores all client contact information, credit card settings, interface settings, Fannie Mae/Freddie Mac settings, etc. 

Add Client Message

To create a Client Message, select the Actions menu, and choose + Add Client Message.

Any existing messages will be shown. To create a new message, select + Create New. 

Compose your message, set messaging starting and ending times, and SAVE to push the messages to the client side of XpertOnline. Cancel will direct users back to the previous screen. 

Add User

To create a new user, select the Actions menu, and choose + Add User. This will automatically direct Providers to the Client Users tab. 

Client Users

The Client Users tab allows Providers to create new users, view user information, and apply changes to existing users. By default, any user affiliated with the client the Provider is working in will be displayed. 

Expand the user to view the user's profile, rights, update password, etc. 

Providers can make edits to the user's profile. Once changes have been made, select SAVE to ensure the changes are retained. Cancel will clear out any applied changes. 

Create a New User

To create a new user, select the Actions menu, and choose +Add User. 

Any required fields will be designated with an asterisk (*) during the new user creation process. When completed and all required fields have been supplied, select Create to create the new user's profile. Utilizing the Cancel option will direct the user to the previous screen.

New users will be added to the Client Users list. 

Security

The Security tab displays current security settings for the client, including IP address limitations, client level restrictions, and email/mobile phone alert settings.

IP Address Settings

IP Address Settings allow Providers to enable and/or edit IP restrictions.

When Limit Access to Defined IP Address is enabled, we recommend Providers also enable the Allow IPs Outside Defined IP Addresses (User Registration Required) option. 

• This permits client users to register their IP address, which Providers can approve or decline. 
• Any requests for IP address registration will be displayed in the Pending User Registration section.
• Providers may add specific IP addresses or ranges of IPs that should be granted access to the system under the client.
• We recommend Providers utilize these IP restrictions to maximize data security.

Client Level Restrictions

To strengthen your security posture, Providers can enable Client Level Restrictions. This setting evaluates client and user access, permits or declines access based on behavioral attributes (such as common days/times the business operates), and average daily volume activity.

To enable these restrictions, check the Client Level Restrictions checkbox and Save. Providers can view the restrictions in place for the client by expanding this section.

XOLX automatically aggregates data for client average open/close business hours, average daily volumes, and generates the results. 

• These sections monitor unusual activity at the client level and help prevent possible security events, i.e. unauthorized access.
• Review the Recommendations section for these averages.
• To approve the recommendations, click Accept Recommendations. The recommendations will be applied to the client. If any limits are met, i.e., Alert and/or Stop Limits, XOLX will trigger an alert to the individuals enabled in the Email/Mobile Phone Alerts section.

• NOTE: If the Stop Limit is met, all users under this client will no longer be able to place orders until the next business day.