If your Lender wants to use the Omni Solution for Assessment and/or x-channel submission, you will need to first give you channel a subscription to the Omni Solution. To do this, go to Account/Subscriptions/Subscription:

When you land on this page, click on the Edit icon:

This will allow you to add/delete/and enable subscriptions.

If the Omni subscription is not already in the list, find it in the dropdown and Add it:

When the Omni Subscription is in your list of subscriptions, you need to ensure you have enabled it by adding 1 to the quantity; switching the Active toggle to Yes; and clicking save:

You can close this page.

You will now have enabled the Omni Solution to be used in your channel.

Now that you have give your Channel access to the Omni Solution, you need to update all the User Types that you want to be able to see (use) Omni in your Channel.

You can give access to Omni per user type - eg you might want an Assessor User to have access to Omni, but you do not want a broker to have access to Omni.

Go to Account/Security/Permissions:

In the Solution dropdown, select Omni:

Then find the Permission Group (User Type) that you want to give access to Omni (in this example, Assessor):

Select in the Section Dropdown: Menu.

You will want to ensure that this User type has Omni Communication Access switched to Yes:

This will mean that the User does not get automatically kicked out of the Omni Module when they open it.

Next you will need to switch on different functionality within the Omni module for your User. You may want to allow different users to have different access to Omni functions - eg you might want to allow an Senior Assessor to be able to create a Condition of Approval; but a Junior Assessor cannot.

To manage the Omni Functionality for your User Type, select Section: Omni Application. You will get a list of all the different Functions that you can switch on (or leave off) for your User Type:

When you have switched on everything you want to for this user, click Save:

If your Lender has Digital Services integrated in their Channel, and would like to be able to use these services in their Omni workflows, they will need to switch on the Digital Services Dashboard in Omni.

When you are setting up Omni, you are able to define which Users will be able to see/use the Digital Services Dashboard when they are in Omni. Select "Digital Services" in the Section dropdown:

If you set Access Digital Services Panel to Edit:

Then that User Type will be able to see (and use) the Digital Services switched on in Omni for that Channel.

Lastly, you need to ensure that the Omni Menu item is switched on for this user....this will mean that they can actually get into Omni. To do this, go to

And then ensure that the Omni Menu item is switched to Yes:

This will ensure that Omni is available for that User to click through to via the Channel Menu:

Now that you have created all your Roles and Permissions, you will need to add the correct Permissions to any new User that setup to have login access to your Channel. In this example, I am setting up a new Assessor on my team. Mary has all the Permissions that have been set for an Assessor:

This means when Mary logs in, she will only be able to access and use Solutions and functionality that has been set for a Credit Assessor user.

For more on setting up Users with the correct Roles and Permissions, click here

Once this is confirmed as done, navigate back to Account/Security/Permissions

And go to:

And ensure that the Omni Group Management function is switched to Yes:

Save.

This step will control which Omni Groups are visible in the Channel's Omni. At the very least, XYZ Lender Omni should be able to see XYZ Lender Omni records. To setup the minimum of Omni Group Collaborations, go to Account/Profile and expand the section called "Data Access and Security":

At the bottom of this section, you will have an empty section called "Omni Group Collaboration Setup":

You will need to configure your Omni Group Collaborations (which Omni records you will see in this channel). At the very least, you will need to set up so that this channel has access to its own Omni records. To do this, click the + sign. A Setup window will popup. You will need to configure the following at a minimum - where your channel owner has membership to its own Omni:

Make sure to click 'is the lowest level'. When you have completed this, click Add, and you will see this membership has been established:

This will mean that when you login to XYZ Lender Omni, you will see Omni records for XYZ Lender applications.