Login and Navigate to: Data tab-Import Ownership
Determine whether or not you would like to Import each new value record (user).
*Below are Yes and No scenarios to help guide you:
For Example per this shot: If Debra Moore is actually an employee who was Laid-Off last week, you will want to select No so that the system does not create a new user profile for her.
Please NOTE: Selecting No here means this record for her will move into your third section on this page: Unmapped Values.
*Make sure to hit save after you've made your selection.
For example per this shot: Debra Moore is a new Loan Officer who has joined the team. You will want to import her in so that the system assigns her a new user profile.
*Make sure to hit save after you've made your selection
This section will display all mapped users you've selected YES for, in previous Step 2/New Value Section.
*If in Step 2, you assigned the new user to the incorrect person in your drop down, you may Reassign them to the correct person here.
Any records you've selected No in the New Values section above, will move directly to this section.
*You may have chosen No because you were unsure of who to map to at that time. In these types of cases, you may retrieve the record here at a later time and Reassign them to clear from this section.