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User Level Basics

Collect! supplies a default set of User Levels that you can use or modify. You can also create your own levels. It is recommended that you try out the user levels that are supplied before you create your own.

The predefined User Levels are:

1 Administrator
10 System Manager
20 Office Manager
30 Sales Manager
40 Collection Manager
50 Senior Collector
60 Junior Collector
61 Web Dialer Operator
70 Sales
80 Accounting Manager
85 Accounting
90 Data Entry
95 Legal
97 Client Group
98 Guest
99 Tech Access

Level 1 and Level 10 have the most access and 98 has the least. 99 bypasses the User Level settings and grants full access to everything.

tip.gif Signing in as ID 99 with Password 99 bypasses security and allows you full access to Collect!. This is a "special administrative level" and should not be used as an ordinary user level.

tip.gif If you want to make adjustments to a User Level's settings, it is recommended that you make a copy of the existing User Level and experiment on that. Please see How To Copy User Levels for more information.


List of Predefined User Levels

tip.gif Level 1 has the same settings as Level 10 by default. In your office, you may want your Administrator and your System Manager to have different settings. So we have provided two highest level User Levels for your convenience.

Accessing User Level List

The User Level List may be accessed in many ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the list of User Levels.

1. Select System from the top menu bar and then select User Levels from the drop-down choices. This displays the User Level list in Edit mode.

2. When the Operator form is displayed, select the down arrow attached to the field labeled User level. This displays the User Level list in Select Only mode.

3. When the Form Rights form is displayed, select the down arrow attached to the field labeled Level. This displays the User Level list in Select Only mode.

4. Or, from the Main Menu, select System Administration to display the System Administration menu. Select Setup And Configuration to display the System Setup menu. Then select Security and Aliases to display the Security and Aliases menu. Select User Levels to display the list of User Levels. This displays the User Level list in Edit mode.

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Accessing User Level

The User Level form is used to make changes to existing User Levels or to create a new User Level.


User Level form

The User Level form may be accessed in two ways. Providing you have access to the various menus and forms, you can use one of the following ways to get to the User Level form.

1. Select System from the top menu bar and then select User Levels from the drop-down choices. To display the User Level form for an item, select one of the levels in the list, or select ENTER, or the EDIT button. To create a new User Level, select the NEW button.

2. Or, from the Main Menu, select System Administration to display the System Administration menu. Select Setup And Configuration to display the System Setup menu. Then select Security and Aliases to display the Security and Aliases menu. Select User Levels to display the list of User Levels. To display the User Level form for an item, select one of the levels in the list, or select ENTER, or the EDIT button. To create a new User Level, select the NEW button.

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See Also

- User Level
- How To Set Field Or Form Properties
- Security And Aliases Topics

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