Review Access Regularly

Schedule periodic reviews of Users, Access, and Invites. Remove users who no longer work for the agency or no longer need CDM access.

Use Least Privilege

Give each user the lowest role and module access that still lets them do their job.

Keep Account Defaults Current

Account defaults affect downstream work in tasks, workflows, loans, escrow, letters, and reports. Review them when agency policy changes.

Document Configuration Changes

For significant changes, note what changed, when, and why. This is especially important for portal settings, payment settings, letter templates, and application templates.

Coordinate Portal Changes

Portal configuration, payment settings, application templates, and WorkOS/SSO settings can affect external users. Coordinate changes with Cursor Control support and agency stakeholders.

Test After Changes

After configuration changes, test the affected flow:

• User access changes: sign in as or verify with the affected user.
• Payment settings: check payment availability and link behavior.
• Letter setup: generate a sample letter.
• Application templates: preview and submit a test when appropriate.
• Portal config: verify branding and contact information.

Avoid Broad Emergency Changes

If something breaks, make the smallest clear configuration change needed and verify. Avoid changing unrelated settings while troubleshooting.

Common Admin Mistakes