Paragon Connect Sees Enhancements (4-25-24)

 

We’re pleased to share the following enhancements from ICE for the Paragon Connect system …

1) New Option to Grant Assume Identity Permission

Now within Paragon Connect, users can see and edit permissions for others to assume their identity.

Steps:

  • You can also add users to this list. You will see a + icon which opens a list of users. You may pick from any of these users to grant them permission to assume your identity. Once granted, those users will be able to use the Assume Identity feature to perform work on your behalf.
  • For any Office Manager or Broker level users, there is a second new Setting option called “Office Grant Identity”. From this page office administrators can see any permissions granted for users within their office or firm.

  •  

2) Connect Users Gain Custom Sort Options for Hotsheet

Connect users now have the option to choose their preferred order for Hotsheet results. On the Hotsheet search form the Filter container shows all the available Hotsheet Filter types. In the top menu there is a new icon that allows you to change the order for your Hotsheet results sorting by the new Filter order.

Steps:

  • Click the new gear icon in the top app bar to see a list of the current Hotsheet Filters.
  • Simply drag and drop the filter options into your preferred order and click Update.
  • Once you update the order you will instantly see the filter options on the Hotsheet search form appear in the new order. You only must do this one time, your preference will be saved and used for all Connect Hotsheet searches.

The Connect Hotsheet results always appear in the same order as the Filter options.

If you have any questions about this, please reach out to our Customer Care Team at support@realcomp.com.

Last Modified: Monday, April 29, 2024

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