Collect! Credit and Collection Software™

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Web Host Operator

The Operator form contains all the settings for an individual Collect! user. These settings control many aspects of the particular operator's access to Collect!


Edit Operator

Name

This is the name or alias of the Operator. This is printed on many letter/report templates.

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ID

This is the short identification code assigned to the Operator or Sales Team. This ID is used to set every parameter in Collect! that relates to the operator. The ID that you choose for each Operator must be UNIQUE.

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User Level

This is the level of the User. This can range from a Junior Collector with very limited access rights, to a System Manager who has complete control over Collect!

tip.gif You should only use User Level 99 for administrative purposes. Assigning a User Level 99 may result in losing functionality that relies on Collect!'s access rights system.

tip.gif The value in this field may be used in contact plans to trigger events based on the Debtor Operator's User Level.

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Account Type

The selection in this field controls which form the operator will see upon starting Collect!. Client types will start on their dashboard and operator types will start on the WIP list.

System

An operator with this setting will see the Work In Progress form as soon as they sign into Collect!. This is useful for managers and any other user who performs multiple functions in Collect!.

Collector

An operator with this setting will see the Work In Progress form as soon as they sign into Collect!. This is useful for collectors to be ready to work their accounts as soon as they sign on.

Client

An operator with this setting will see the Client form as soon as they sign into Collect!. A Client operator only has access to their own accounts.

When you select user level 98, you will notice that the Job Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

Parent Client

An operator with this setting will see the Client form as soon as they sign into Collect!. A Parent Client operator only has access to their own accounts and the accounts of their branch offices.

When you select user level 97, you will notice that the Job Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

This is tied into a hierarchical client ownership system. If the Client # you enter owns other clients, they will also be visible to this particular operator through the Browse Debtors and Find By menus. All other accounts will not be visible.

Legal

An operator with this setting will see the Client form as soon as they sign into Collect!. A Legal operator only has access to the accounts assigned to them via the Legal field on the Debtor form.

When you select user level 95, you will notice that the Job Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

When you select user level 96, you will notice that the Job Title field is now displaying "Client #." You must enter a valid Client Number for this operator. It should be the Client Number for the accounts you want this operator to see. If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.

User level 96 is for Legal Collectors where anyone with this user level can only see accounts that have their ID in the Operator/Collector field on the Debtor form.

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Actual Name

This is another name you can use. You can put your Operator's actual name here for your internal information. This field is not normally printed on letters.

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Job Title

This gives the title of the Operator, such as Account Manager. This is printed on letters. This field is ignored for Sales Team definitions.

When the Initial Form is set to a CLIENT user level, this field changes to "Client #."

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Client #

This specifies the Client Number of this Client Operator. Only accounts belonging to this Client Number may be viewed by this Operator.

You MUST put a value in this field for this to work right. If you leave this blank, Collect! will not allow the Client operator to sign into Collect!.

This field replaces the 'Title' field when the Type is set to CLIENT.

The Client # is tied into a hierarchical client ownership system. If the Client # you enter here owns other clients, they will also be visible to this particular operator through Browse Find By functions. All other accounts will not be visible.

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Address

This is the Street Address of the operator.

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Address 2

This is an optional second Address line for the operator.

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City

This is the City of residence for the operator.

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State

This is the State Name or Code for the operator.

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ZIP

This is the Zip or Postal Code for the operator.

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Country

This is the Country of residence for the operator.

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Work Phone

This is the phone number of the Operator. This is printed on letters.

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Work Extension

This is an optional Extension for the number indicated in the Phone field.

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Personal Phone

This is another phone number you can use.

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Email

Enter an Email address here for this Operator.

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Commission Rate

This is the Commission Rate assigned to the Operator. Transaction commissions are multiplied by this percentage to determine the Operator's commission in the Operator Analysis report.

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Goal 1

User-defined field.

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Goal 2

User-defined field.

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User Defined Percentage

User-defined field.

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Date 1

User-defined field.

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Date 2

User-defined field.

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Use Softphone For Dialer

Switch this ON if you want Collect! to use softphone for all this Operator's auto dialed calls. You must put the softphone protocol prefix in the "Note 2" field.

tip.gif This option requires configuration depending on your phone system and operator operating system settings.

Please refer to Help topic, How to Setup the Auto Dialer for additional information.

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Notes Color

This setting determines how notes are displayed on the Debtor form. You may select a color from the pick list provided, or add your own colors to the pick list.

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Allow This Operator To See Another Operators WIP List

The Operator Group section enables you to set up a customized list of Operator IDs for this operator. You can use this list to limit the Operators this Operator sees when they view the list of all Operators. This is a very useful security feature when loading contacts for operators in your WIP List.

Please refer to Help topic, Operator Group, for more information.

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