Collect! Credit and Collection Software™

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How To Add A User To Web Host

This topic explains how to add a user to the Web Host. It is easy to add a new user if you use the levels that ship with the Web Host. They are already set up for you and may be used just as they are. These are contained in HTML\Users folders ready to use. Each User Level has its own folder. Here are the basic steps to add a regular operator. Please see below for special operators like clients or legal.

1. Ensure that your webhost user folder has a user level folder for the user you want to sign into webhost.

2. On the Operator Security Form, select the box called 'Allow Browser Signon'

tip.gif If you go to the operator form first and select the box 'Allow Browser Signon', Collect! will check to see if the user level folder exists. If it does not, Collect! will prompt you to create a folder using another user level folder as a template. For example, if you created a user level 11 and want them to sign into web host with the same privileges as level 10, you would enter '10' and Collect! would copy the level 10 folder and rename it '11'. Please refer to the Help topic How to Add User Levels to Web Host for more information.

HTML Folder Contents

When you create or add a new user, in the Operator setup screen, you will give them a User Level that pertains to the access level you want them to have and switch on 'Allow browser signon' so that Collect! recognizes them as a web user.

To gain a better understanding of this, go to the HTML folder in the database sub-directory in your Collect! folder. For instance, if you log into MASTERDB, then you want to look in the HTML folder within the MASTERDB folder.

The USER folder contains all the pages that interact with your operators. Related script, style and image files are read from the GLOBAL folder when the pages load.

Under the USER folder, you will see numbered folders. These correspond to the User Levels in Collect! assigned to your operators and clients.

Collect! ships with HTML folders for all the shipping default User Levels.

In Web Host, these levels behave as follows:

  • User Levels 1, 10, 20, 80, and 99 have FULL access to everything.
  • User Level 30 is the same as level 20, but cannot access system settings, add debtors, and has reduced editing capability for

    debtors.

  • User Level 40 is the same as level 30, but cannot edit clients, except limited edit ability on the sub-records, and cannot add clients. Also, they can only view clients that are assigned to them via the Client Operator field.
  • User Level 50 is the same as level 40, but cannot view clients, or edit debtor transactions.
  • User Level 60 is the same as level 50, but cannot edit debtors. Also, they can only view accounts assigned to them via the Debtor Operator field.
  • User Level 70 is the same as level 40, but editing clients is limited. Also, they can only view clients that are assigned to them via the "Assign accounts to Sales ID" field and they can only view debtors assigned to them via the Debtor Sales field.
  • User Level 85 is the same as level 40, but has limited ability to edit clients.
  • User Level 95 has been added for Legal operators. This level provides access to the legal files placed with this legal office. Please see adding a Legal operator further on in this topic.
  • User Level 95 has been added for Legal operators who need restrictions. This level provides access to the legal files placed

    with this legal office, but only the accounts that are assigned to them via the Debtor Operator field. This level allows you

    to have legal collectors who cannot see other collectors files. Please see adding a Legal operator further on in this topic.< /li>

  • User Level 97 is for a Client Group with functionality that is similar to Level 98 pages. This level can see all of the sub-clients and debtors associated to each client.
  • User Level 98 is for Client access. This level can see and perform actions on its own debtors.

tip.gif Please refer to the Help topic How to Add User Levels to Web Host to learn how to create your own user levels or refer to the Help topic How to Customize Web Host to learn how to edit the existing user levels.

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Web Host User Authentication

When your user signs in, JC, Collect! checks your operator list looking for the operator whose ID is a match. Collect! then checks to see if the ID has 'Allow Browser Signon' switched ON with a check mark. If not, Collect! will return with an "Invalid Username or Password" error. If 'Allow Browser Signon' is checked, then Collect! takes one more step and looks at the User Level you have assigned to the operator.

Using OWN as an example, in the masterdb, OWN is assigned user Level 10, so Collect! looks in the 10 folder in your HTML\User folder to see if there is a folder for operator OWN. If there is, Collect! displays, to the user, the index page that is in the 10 folder. If the operator folder OWN is not there, Collect! builds the folder and then returns,

to the user, the index page in the 10 folder. If there is no index page in the 10 folder, then Collect! returns

the index page in the global folder.

We have designed it this way to provide a common index page for all users. You can also create a custom index page for a specific user level or specific user.

To pull this altogether, when an operator signs on successfully, Collect! will navigate to his specific operator folder and display the index page that is in the Operator folder. If there is none, then Collect! will back up one level and display the index page for the user level. This way, you can have one set of index pages for the whole set of operators in a particular user level, or you can customize an index page and place it in the folder for a particular operator.

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Add A Client To Web Host

If you wish to grant a client access to your Web Host:

  • Set up the client as a type "Client" operator in Collect!.
  • Enter their Client # in the Operator form's Client # field (The field at the top, under name, not the client number field on the security tab) - this field is actually the TITLE field that is aliased to be Client #.
  • Assign them to User Level 98.
  • Switch ON 'Allow browser signon' in the Operator form.

For Example:

A new client named Relative Measures Corp. wants to access his accounts over the web. The client is already entered in the database along with several debtors. In Collect!, the Client Number for Relative Measures Corp. is 98.

Create an operator for the new client with these settings:

CL1: Client 98

Name: Relative Measures Corp.

Password: CL1

User Level: 98

Select Client from the Operator "Type" field. Now the field labeled Client # is visible. Set the Client # to 98. This tells Collect! Web Host to give this web user access ONLY to debtors belonging to the Client with Client Number 98 in your database.

tip.gif You must enter a Client # for your Client operator or Collect! will fail the Web Host login.

Select the check box labeled Allow browser signon to place a check in the box.

Press OK to close the Operator form and save your settings. You have finished setting up Collect! to allow Relative Measures Corp. to sign in through the web.

To verify what the client will see, start your browser and sign in as the CL1 user. Click through ALL the menu choices and confirm that Web Host displays what you expect this client to see.

When this is finished and you have verified that the output is correct, you can let operator CL1 sign in. He can review the information in his reports and *.html pages or he can select Refresh to generate new pages with refreshed information.


Client Operator

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Add A Parent Client To Web Host

If you wish to grant a parent/master client access to your Web Host:

  • Create a client record for the parent/master client with a Category of Master on the client form.
  • Set up the client as a type "Collector" operator in Collect!.
  • Enter their Client # in the Operator form's TITLE field.
  • Assign them to User Level 97.
  • Switch ON 'Allow browser signon' in the Operator form.
  • On all of the child/sub clients, enter the parent/master client number in the 'Owned by Client#' field. Do not fill in this field on the parent/master client itself.

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Add A Legal Operator To Web Host

If you wish to grant an attorney access to your Web Host, the attorney is set up as a Collector with User Level 95:

  • Create a client record for the attorney with a Category of Legal on the client form.
  • Set up the legal operator as a type "Collector" operator in Collect!.
  • Enter their Client # in the Operator form's TITLE field.
  • Assign them to User Level 95.
  • Switch ON 'Allow browser signon' in the Operator form.
  • On all of the debtors that you want to assign to the attorney, fill in the Legal field with the Client # for the attorney.

To set up the attorney, we will use LEG as an example.

In Collect!, create an operator for the attorney with the following settings:

ID: LEG

Name: Legal

Password: LEG

User Level: 95

Select Collector from the Operator setup screen's "Type" field.

Check box labeled Allow browser signon in the Security Tab of the Operator window to turn this switch On.

Press OK to close the Operator screen and save your settings.

To verify what the attorney will see, start your browser and sign in as the LEG user. Click through ALL the menu choices and confirm that Web Host displays what you expect this attorney to see.

When this is finished and you have verified that the output is correct, you can let operator LEG sign in. He can review the information in his reports and *.html pages or he can select Refresh to generate new pages with refreshed information.

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Add A Legal Collector To Web Host

A Legal Collector operator gives you the flexibility of only allowing low level legal collectors that belong to a particular attorney the ability of seeing the accounts only assigned to them. If you wish to grant an attorney's legal collector access to your Web Host, the operator is set up as a Collector with User Level 96:

  • Create a client record for the attorney with a Category of Legal on the client form, if not already done so.
  • Set up the legal operator as a type "Collector" operator in Collect!.
  • Enter their Client # in the Operator form's TITLE field.
  • Assign them to User Level 96.
  • Switch ON 'Allow browser signon' in the Operator form.
  • On all of the debtors that you want to assign to the attorney, fill in the Legal field with the Client # for the attorney, if not already done so.
  • Assign the debtors that you want this operator to see to this operator. In other words, this user level is not only looks at the Debtor Legal field, but is also looks at the Debtor Operator field, too.

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Change Access Rights To Web Host Forms

Using the default User Levels shipped with Collect! Web Host you may modify the pages to suit your needs. Also, access to editing the debtor information is controlled by the form_security.txt file in each of the USER folders. Please refer to the Help topic How to Customize Web Host for more information. for more information.

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