Knowledge Base

The Disable Services plugin is a smart access control tool within PowerTools™ that helps manage which users can access specific Encompass® services. It works based on loan status, user role, or other conditions, ensuring services are only used when appropriate.

Think of it as a gatekeeper that prevents unnecessary service usage, reduces costs, and minimizes errors during the loan process.

Benefits

• Control Access: Limit service usage based on user roles, personas, or loan conditions.
  
• Prevent Errors: Block services that shouldn't be used at certain stages.
  
• Cost Management: Reduce usage of paid services when not needed.
  
• Custom Messaging: Show users a custom message when access is blocked.
  

Activation

To turn this tool on:

1. Log in to Encompass® as a Super Admin.

2. Open LTK PowerTools™ from the Encompass® menu. Confirm the license includes the Expert, Optimized or Enterprise Tier.

3. Click Settings > PowerTools™ Expert tab.

4. Turn on Disable Services by clicking On.

Important: After activation of the Tool, be sure to wait for the prompt stating that the download is complete prior to continuing.

5. Ensure a license number populated and restart Encompass®.

Using the Plugin

Access the Settings

1. Open a loan in Encompass®.
   
2. Go to the Admin – Disable Services Plugin form.
   




This form displays a summary of the settings already created to control access for users or personas, and to block access.


3. Click Manage Settings to add, view or update service access rules.
   




The top section of this form allows admins to create ACL profiles.  The lower section is where the ACL Profiles are applied to Services.

Create Access Control List (ACL) Profiles

ACL Profiles define who can or cannot use specific services.

• Add a Profile: Click the green ➕ icon.
  
• Edit a Profile: Click the Pencil icon. 
  

Each profile includes:

• Bypass Users – Always have access.
  
• Always Block Users – Never have access; field-based conditions can be applied.
  
• Block by Persona – Restrict access based on persona, with exceptions for multi-persona users.
  

Apply ACL Profiles to Services

1. Click the green ➕ icon to add a service block.
   
2. Choose the Service to control.
   
3. Select the ACL Profile to apply.
   
4. Customize the Message users will see if access is blocked (default: “You cannot run this service”).
   

To edit a service block:

1. Click the Pencil icon.
   
2. Change the ACL Profile or Message.
   

Note: The service itself cannot be changed once added.

Additional Controls

·         Open Log File – View logs (only if Debug Mode is enabled).

·         About – Check license status and plugin version.

Installed Components

• Custom Form: Admin – Disable Services Plugin
  
• Codebase Assemblies: DisableServicesCodeBase1.dll
  
• Custom Data Objects:
  
• DisableServicesPlugin1Settings.xml
  
• DisableServicesPlugin1LicenseKey.txt
  
• Plugins: DisableServicesPlugin1.dll
  

Custom Fields Created: