Each Collection Element User is assigned a security profile that controls their access to specific program functions. Rather than configuring each user's access rights individually, the Collection Element uses security profiles for different user types.
Each Security Profile controls access to clients, administrative functions and reports. There are four standard Security Profiles: Administrator, Auditor, Collector and Read-Only.
| Security Profile | Description |
|
Administrator |
|
| Auditor |
|
| Collector |
|
| Read-Only |
|
The profiles can be used as they are or new profiles can be created based on the standard profiles. Completely new profiles can be created, as well. Security Profiles that are not used can be deleted.
From System Management, select Collection > Security Profiles from the Security and Maintenance group on the Configure tab. A list of configured security profiles is displayed.
Create a New Security Profile
Click New. The Profile Maintenance page is displayed. The default profile grants full access to all functions.
Enter a unique Profile Code (maximum 10 alphanumeric characters) and a description of the profile to provide more information about it. Ensure that the Active checkbox is selected to enable the profile in Elements.
Select the Read Only checkbox if users in the profile should not be able to perform any functions in Elements - they are only able to read information. When selected, all security functions on the Profile Maintenance page are disabled.
Change the access rights as appropriate for the new profile. The profile maintenance page is broken into the following sections - Collections, Transaction, Report, System and Loan Grid Settings.
Collections Security
This section describes all of the Client, Contact and Loan maintenance functions as well as those functions that relate to the Client, Contact or Loan.
The functions are described as follows.
Collections Security Functions
| Function | Description | ||
| Client Maintenance |
This option determines whether users can create a new client, edit or delete an existing client. New Yes: Users can create a new client. No: Users cannot create a new client. Edit All: Users can edit all clients using the Client Detail screen. Own: Users can only edit clients in their own worklists using the Client Detail screen. No: Users cannot edit any clients. Delete All: Users can delete clients from the workspace. Own: Users can only delete clients in their own worklists. No: Users cannot delete any clients. |
||
| Contact Maintenance |
This option determines whether users can create a new contact, edit or delete an existing contact. New All: Users can create a new contact. Own: Users can only create a new contact on accounts in their own worklists. No: Users cannot create a new contact. Edit All: Users can edit all contacts using the Contact Detail screen. Own: Users can only edit contacts in their own worklists using the Contact Detail screen. No: Users cannot edit any contacts. Delete All: Users can delete contacts from the workspace. Own: Users can only delete contacts in their own worklists. No: Users cannot delete any contacts. |
||
| Loan Maintenance |
This option determines whether users can create a new loan, edit or delete an existing loan. New All: Users can create a new loan. Own: Users can only create a new loan on accounts in their own worklists. No: Users cannot create a new loan. Edit All: Users can edit all loans using the Loan Detail screen. Own: Users can only edit loans in their own worklists using the Loan Detail screen. No: Users cannot edit any loans. Delete All: Users can delete loans from the workspace. Own: Users can only delete loans in their own worklists. No: Users cannot delete any loans. |
||
| Follow-up Maintenance |
This option determines whether users can create a new follow-up or edit an existing follow-up. New All: Users can create a new follow-up. Own: Users can only create a new follow-up on accounts in their own worklists. No: Users cannot create a new follow-up. Edit All: Users can edit all follow-up notes. Own: Users can only edit follow-up notes on accounts in their own worklists. No: Users cannot edit any follow-up notes. |
||
| Edit Follow-up Notes |
This option determines whether users can edit the details on a follow-up note through the Action tab on the workspace. All: Users can edit all follow-up notes. Own: Users can only edit their own follow-up notes. No: Users cannot edit follow-up notes. In the Maximum Age of Editable Notes text box, enter the maximum age of notes that can be edited. The value entered in the text box is subtracted from the current date to determine whether or not a note can be edited. If the value is zero, only notes entered on the current day can be edited; if the value is 1, notes entered on the previous day as well as the current day can be edited.
|
||
| Promise Maintenance |
This option determines whether users can create a new promise or edit an existing promise through the Promises tab on the workspace. New All: Users can create a new promise. Own: Users can only create a new promise on accounts in their own worklists. No: Users cannot create a new promise. Edit All: Users can edit all promises. Own: Users can only edit promises on accounts in their own worklists. No: Users cannot edit any promises. |
||
| Checklist Maintenance |
This option determines whether users can add a new checklist, edit or delete an existing checklist through the Checklists tab on the workspace. New All: Users can add a new checklist. Own: Users can only add a new checklist on accounts in their own worklists. No: Users cannot add a new checklist. Edit All: Users can edit all checklists. Own: Users can only edit checklists in their own worklists. No: Users cannot edit any checklists. Delete All: Users can delete checklists on an account. Own: Users can only delete checklists on accounts in their own worklists. No: Users cannot delete any checklists. |
||
| Transaction Maintenance |
This option determines whether users can add a new transaction or delete an existing transaction through the Transactions tab on the workspace. New All: Users can add a new transaction. Own: Users can only add a new transaction on accounts in their own worklists. No: Users cannot add a new transaction. Delete All: Users can delete transactions on an account. Own: Users can only delete transactions on accounts in their own worklists. No: Users cannot delete any transactions.
|
||
| X-Ref Maintenance |
This option determines whether users can add a new cross reference, edit or delete an existing cross reference through the X-Refs tab on the workspace. New All: Users can add a new cross reference. Own: Users can only add a new cross reference on accounts in their own worklists. No: Users cannot add a new cross reference. Edit All: Users can edit all cross references. Own: Users can only edit cross references in their own worklists. No: Users cannot edit any cross references. Delete All: Users can delete cross references on an account. Own: Users can only delete cross references on accounts in their own worklists. No: Users cannot delete any cross references. |
||
| Mail Maintenance |
This option determines whether users can add a new letter through the Mail tab on the workspace. New All: Users can add a new letter. Own: Users can only add a new letter on accounts in their own worklists. No: Users cannot add a new letter. |
||
| Produce Blank Mail |
This option determines whether users can generate emails and letters that have no templates. The email or letter is blank for the user to enter any text they choose. Yes: Users can produce blank mail. No: Users cannot produce blank mail. |
||
| Edit Mail Produced |
This option determines whether users can edit emails and letters after they are generated but before they are sent to the account holder. Yes: Users can edit mail produced. No: Users cannot edit mail produced. |
||
| Documents |
This option determines whether users can add a new document, edit or delete an existing document through the Docs tab on the workspace. New All: Users can add a new document. Own: Users can only add a new document on accounts in their own worklists. No: Users cannot add a new document. Edit All: Users can edit all documents. Own: Users can only edit documents in their own worklists. No: Users cannot edit any documents. Delete All: Users can delete documents on an account. Own: Users can only delete documents on accounts in their own worklists. No: Users cannot delete any documents. |
||
| Manual Assignment |
This option determines whether users can manually assign an account to a worklist. All: Users can manually assign an account to a worklist. Own: Users can only manually assign an account in their own worklists. No: Users cannot manually assign an account to a worklist. |
||
| Notepad |
This option determines whether users are able to add notes to the Notepad in the workspace. Yes: Users are able to add notes to the Notepad. No: Users are not able to add notes to the Notepad. The Notepad is disabled in the workspace. |
||
| PAP Transactions |
This option determines whether users are able to create pre-authorized payments from the PAP button in the workspace.
Yes: Users are able to create pre-authorized payments. No: Users are not able to create pre-authorized payments. The PAP button does not appear in the workspace. |
||
| Batch Production |
This option determines whether users can print letters through Batch Production on the Collection tab. Yes: Users can print letters through Batch Production. No: Users cannot print letters through Batch Production. |
||
| Client History |
This option determines whether users can view a history of clients viewed through the Collection > History tab. All: Users can view history for all users. Mine: Users can only view their own history. |
||
| Delayed Letter Printing |
This option determines whether users can print letters through Delayed Letter Printing on the Collection tab. All: Users can print letters through Delayed Letter Printing. Mine: Users can only print letters through Delayed Letter Printing that they produced. |
||
| Search |
This option determines whether users can perform a search through the Collection > Search tab and through quick search. All: Users can perform a search and the results are not limited. Own: Users can perform a search and the results are limited to accounts in their own worklists. No: Users cannot perform a search. |
||
| Search Export |
This option determines whether users can perform a search export through the Collection > Search tab. Yes: Users can perform a search export. No: Users cannot perform a search export. |
||
| Advanced Search |
This option determines whether users can perform an advanced search through the Collection > Search tab. Yes: Users can perform an advanced search. No: Users cannot perform an advanced search. |
||
| Search Update |
This option determines whether users can perform a search update through the Collection > Search tab. Yes: Users can perform a search update. No: Users cannot perform a search update. |
||
| Search Default Settings |
This option determines whether users can new create, edit or delete search default settings through the Collection > Search tab. New Yes: Users can create new default search settings. No: Users cannot create new default search settings. Edit Yes: Users can edit default search settings. No: Users cannot edit default search settings. Delete Yes: Users can delete default search settings. No: Users cannot delete default search settings. |
||
| Deselect Worklist on Dashboard |
This option determines whether users can deselect worklists on the home dashboard. If a worklist is deselected, accounts in the worklist are not presented to be worked. Yes: Users can deselect worklists on the dashboard. No: Users cannot deselect worklists on the dashboard. |
||
| User-defined Reports |
This option deteremines whether users can create new reports, edit or delete existing reports. New Yes: Users can create new reports. No: Users cannot create new reports. Edit All: Users can edit any reports. Own: Users can only edit reports they created. No: Users cannot edit any reports. Delete All: Users can delete reports. Own: Users can only delete reports they created. No: Users cannot delete reports. |
||
| Access SQL Server Report Builder |
This option deteremines whether users have access to edit reports using SQL Server Report Builder through the Design button on the Collection > Reports tab. Yes: Users can edit reports using SQL Server Report Builder. No: Users cannot edit reports using SQL Server Report Builder. |
||
| Host Search |
This option determines whether users can perform a host search through the Collection > Search tab. Yes: Users can perform a host search. No: Users cannot perform a host search. |
||
| Host Update |
This option determines whether users can perform a host update through the Collection > Search tab. Yes: Users can perform a host update. No: Users cannot perform a host update. |
||
| Require Action on Workspace |
This option determines whether users must add a follow-up note or advance the follow-up date on an account before being able to move to the next account in the worklist. Yes: Users are not able to move to the next account without adding a follow-up note or advancing the follow-up date. No: Users are able to move to the next account without adding a follow-up note or advancing the follow-up date.
|
Transaction Security
If the institution is using charge-off functionality in Elements, this section defines which types of transactions can be posted.
The functions are described as follows.
Transaction Security Functions
| Function | Description |
| Charge-Off |
This option deteremines whether users can perform charge-off transactions. Yes: Users can perform charge-off transactions. No: Users cannot perform charge-off transactions. |
| Interest Payment |
This option deteremines whether users can perform interest payment transactions. Yes: Users can perform interest payment transactions. No: Users cannot perform interest payment transactions. |
| Principal Payment |
This option deteremines whether users can perform principal payment transactions. Yes: Users can perform principal payment transactions. No: Users cannot perform principal payment transactions. |
| Cost Payment |
This option deteremines whether users can perform cost payment transactions. Yes: Users can perform cost payment transactions. No: Users cannot perform cost payment transactions. |
| New Cost |
This option deteremines whether users can perform new cost transactions. Yes: Users can perform new cost transactions. No: Users cannot perform new cost transactions. |
| Close |
This option deteremines whether users can perform close transactions. Yes: Users can perform close transactions. No: Users cannot perform close transactions. |
| Charge-Off Reversal |
This option deteremines whether users can perform charge-off reversal transactions. Yes: Users can perform charge-off reversal transactions. No: Users cannot perform charge-off reversal transactions. |
| Interest Adjustment |
This option deteremines whether users can perform interst adjustment transactions. Yes: Users can perform interest adjustment transactions. No: Users cannot perform interst adjustment transactions. |
| Principal Adjustment |
This option deteremines whether users can perform principal adjustment transactions. Yes: Users can perform principal adjustment transactions. No: Users cannot perform principal adjustment transactions. |
| Cost Adjustment |
This option deteremines whether users can perform cost adjustment transactions. Yes: Users can perform cost adjustment transactions. No: Users cannot perform cost adjustment transactions. |
| Reversal |
This option deteremines whether users can perform reversal transactions. Yes: Users can perform reversal transactions. No: Users cannot perform reversal transactions. |
Report Security
This section defines the reports users have access to.
Click to highlight a report in the No column and use the arrow buttons to move the report into the Own or Yes column to specify the access to the report. Each column is defined as follows.
| Column | Description | ||
| No |
These reports are not available on the list of reports on the Collection > Reports tab.
|
||
| Own |
These reports are visible on the list of reports but the report's contents are limited to loans that are linked to the user's worklist(s). For activity reports, the report's contents are limited to activities performed by the user.
|
||
| Yes | Users have complete access to these reports. |
System Security
This section defines the System Management functions users have access to.
Each function can be set to Yes, Read Only or No described as follows.
| Function Type | Description |
| Yes | Users have access to this function and can make changes to it. |
| Read Only | Users have access to this function but can not make any changes. |
| No | User do not have access to this function. The function is disabled in System Management. |
Loan Grid Settings
This section defines the columns that appear in the loan grid on the workspace for users in the security profile. Use the arrow buttons to move the columns from the Available box to the Visible box. The order the fields appear in the Visible box is the order in which they appear in the loan grid. Select a field and use the Move Top, Move Up, Move Down, Move Bottom buttons to change the position of the field.
If desired, select a field from the top Sort by drop-down to display loans in the loan grid in order based on that field. Then, select either Ascending or Descending from the bottom Sort by drop-down.
If desired, select the Apply to All users checkbox to have these settings apply to all users in the security group. Selecting this overrides an individual user's loan grid settings defined in User Preferences.
Click the Restore button to disregard any changes.
When finished assigning access rights to the security profile, click Save at the bottom of the page. Click Cancel to cancel the new profile.
Create a New Security Profile based on an Existing Security Profile
- Select the base profile from the profile drop-down.
- Click New.
- The Profile Maintenance page displays the access rights defined for the selected profile.
- Enter a unique Profile Code (maximum 10 alphanumeric characters) and a description of the profile.
- Change the access rights as appropriate.
- Click Save to save the profile and return to the profile list. Click Cancel to cancel the new profile.
Edit a Security Profile
- Click the Profile code to edit.
- The Profile Maintenance page displays the access rights defined for the selected profile.
- Change the access rights as appropriate.
If the Read-Only checkbox is selected, all access rights are restricted to the default Read-Only profile settings. - To reactivate a Security Profile, click on the Active checkbox.
- Click Save.
Delete a Security Profile
- Click the Delete checkbox to the right of the Profile(s) to delete.
- Click Delete.
Security Profiles that are linked to existing users are not deleted - they are made inactive. Inactive Security Profiles cannot be applied to new or existing users but continue to function for users already linked to the profile.