Collect! Credit and Collection Software™

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Web Host User Levels

The list of User Levels allows you to select a User Level to apply to an Operator. This list is also used to assign form or field rights to a particular operator level. This provides multi-level password protection and can be edited by your System Administrator.


Edit User Level

Code

This is the code for the level of User. It is a numeric code that can be up to 4 digits.

It is advised that you examine the predefined User Levels that ship with Collect!.

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Description

This is a description of the User Level such as System Manager. Names can be changed to be more intuitive to the way you do business.

It is advised that you examine the predefined User Levels that ship with Collect!.

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No

Operators with this user level do not have access to any options that are selected under this heading.

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Yes

Operators with this user level have full access to any options that are selected under this heading.

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Limited

Operators with this user level have limited access to any options that are selected under this heading.

* Operator: Can only update Name, Address, and contact information.

* Client: Can only update Name, Address, and contact information.

* Debtor: Can only update Name, Address, and contact information.

* Events: Can only mark the event as Completed.

* Group Members: Can only see group members who are assigned to them. For Client Operators, Yes and Limited are identical.

* Transactions: Can only update the Invoice #, Receipt #, User 1, User 2, and checkbox fields.

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General

These are items that are accessible from anywhere in Collect!, primarily the menu and toolbar.

tip.gif Upload Files requires installation and configuration of a 3rd party web server that supports PHP.

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Client

These are items that apply specifically to the Client Form.

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Debtor

These are items that apply specifically to the Debtor Form.

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