Technology Manager for Administrators Job Aids

 

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Set Up an Available Application

Performed by Corporate Administrators only

There are certain applications—which appear in the Available Applications panel of the Manage Applications screen—that you can set up for an organization. These applications need to be first set up for user groups and data folders before they can be further associated to users within an organization.  An available application may require agreement to Terms and Conditions.

When you first set up an application, a default User Group Name and User Group ID will be granted to the application under the main 5 digit organization. In addition, the application needs to be set up for user groups and data folders before it can be further associated to users within an organization.  

Note:  Although the procedure is similar for each application, the screen names, section names and link names may vary, depending on the Application Business Rules.

To set up an application that appears in the Available Applications panel:

  1. From the Corporate Administrator Home Page, select the organization that will receive the added application.

  2. Click the Manage Applications link.
  3. The Manage Applications screen appears.  Click the Active Applications – Managed panel to view the list of active applications.
  4. Confirm that the desired application does not already appear in the list.  If the application does appear, this procedure does not need to be performed.
  5. Click the Available Applications panel.

  6. The Available Applications panel opens with a list of available applications you can set up for your organization.  Click the application you wish to set up for your organization.

  7. The selected application and description appears in the Application Information panel, along with information about whether agreement to Terms and Conditions are required.  Click the Continue link.
  8. Depending on the application, the Request Available Application screen may appear, and require you to agree to the Terms and Conditions for the selected application.
    1. If this screen appears:
      • Click the Terms and Conditions link, which will open the document containing the Terms and Conditions.  From here, the Terms and Conditions can be reviewed and printed.
      • To agree to the Terms and Conditions, click the checkbox, enter your name, then click Continue.
    2. If this screen does not appear, proceed to the next step.
  9. Depending on the application, the Set Up Applications screen may appear, with an Assign Data Folders section or Assign Institution section.
    1. If this screen appears, select the data folder(s) from the left column you wish to assign to the application, then click Add.

    2. If this screen does not appear, proceed to the next step.
  10. When you are finished adding the desired data folders, click Submit.

    The Manage Applications screen appears again, with the newly-setup application appearing in the list within the Managed Applications – Active panel.

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