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Utilize the system User functionality to create and maintain the Akcelerant Framework users for the organization. The ‘Users Listing’ page displays all users for the organization. The default view of this page is the "All Users" view, which lists all users in alphabetical order by username.

Users are created for Administrators and End Users. Individual Users can have permissions that differ from other users. These differences can be easily maintained by adding users to a variety of Security Groups. From these Security Groups, permissions can be set on the group level rather than changing a specific permission for every user.

Column/Heading Name	Description
Username	This username is a unique name for the user and links the user to functions in the system. Typically in list grids and other sections of the system, the username does not display. The username is a field that can be displayed for the user and other reports as needed.
Name	Displays Last, First name of the user.
Active	Indicates whether a user is active or inactive. If a user is active this box contains a green checkmark. If a user is inactive the box is blank. If a user is marked as inactive access to the system is prohibited.
Logged In	An automatic indicator to show the status of users in the Productivity Framework. If the user is logged in this box contains a green checkmark. If the user is not logged in this box in blank.
Last Login	Displays the last date and time a user logged in.
Filter	There is a filter box on the top right corner. As you begin typing in a name (first or last), the list of users will filter to only show the users that meet the criteria.

Users are able to Create, Copy, Edit or Delete users from the Users Listing page.

Create a User

Company Information Tab

Within the Company Information tab the following sections display: Company Information, Organization Structure and Account Restriction Processing.

Columns/Headings	Description
Company Information	Define company information for the user. All fields on this page are optional. Use information from this page in formatted letters.
Organization Structure	Define the organization structure, if applicable.
Account Restriction Processing	If account restriction is enabled, insert restriction code into Restriction Code 1.

Personal Information Tab

• Define personal information about the user. All fields on this page are optional. Information from this page can be formatted into Emails. 

Collection Settings Tab

The Collections Settings define the parameters to monitor the performance of a user. These settings should be configured for users whose performance is being tracked within the Framework. For users whose performance is not being tracked, these numbers can be left at 0.

Field Name	Description	How contributes to User Performance
Daily Work Hours	Identifies the number of hours per a day that the user is expected to work.	N/A
Total Calls per Hour	Identifies the number of calls that a collector is expected to make per hour.	Used to determine: Target Number of Calls for User Performance Dashboard and Collector Production Dashboard. (Total Calls Per Hour x Hours Worked= Target Number of Calls)
Target % Contacts	Identifies the percentage of calls placed by the user expected to result in a successful, valid contact.	Used to determine: Target Number of Contacts for Collector Production Dashboard and User Performance Dashboard. (Actual Calls x Target % Contacts= Target Number of Contacts)
Target % Promises	Define the percentage of successful promises the user must meet.	Used to determine: Promises Made Target for Collector Production Dashboard. ( Target % Promises x Contact Count)/100= Promises Made Target)  Target Number of Promises for User Performance Dashboard. (Number of Contacts x Target % Promises= Target Number of Promises
Target % Promises Kept	Define the percentage of successful promises kept the user must meet.	Used to determine:  Target Number of Promises Kept for Promise Monitor Dashboard. ((Target % Promises Kept x Due Count)/100= Target Number of Promises Kept)
Max Promise Days	Identifies the maximum number of days a collector can define for the time period in which the total promise must be fulfilled. For example, if the max promise days is set to 30 days and the user sets the promise to be completed in 45 days, the promise goes to management for approval. to management approval.	N/A
Max promise payments	Identifies the maximum number of payments in which a user is able to divide a promise payment. When an end-user is running the Promise to Pay workflow step, this determines the maximum amount of promise payments the user can select from the Number of Payments drop-down. For example, if the max promise days in System Management>Solution>Collection is equal to 4, and the user sets up 5 payments, the promise is deferred to management approval.	N/A
Max % Promise Tolerance	Identifies the maximum percentage of the total promise amount that a user can accept to satisfy the promise payment. A promise payment can be short without being considered broken as long as the payment meets the discount requirement specified here. For example, if the max % promise is 10% and the total promise amount is $1,000, the promise payment can be satisfied is the borrower pays $900.    If no discounting is permitted then the value in this field should be set to “0.”	N/A
Min Promise Value As % of DQ Amount	Identifies the maximum percentage of the total promise amount that a user can accept to satisfy the promise payment. A promise payment can be short without being considered broken as long as the payment meets the discount requirement specified here.  For example, if this setting is set to 10% and the total DQ amount is $10,000.00, the minimum promise that the user can take is $1,000.00. Otherwise the promise is sent for manager approval.	N/A

Security Groups Tab

Permissions Tab

Security Groups Tab

• The Security Groups tab displays the Available Groups and the Assigned Groups for the selected user. This defines the users access within the Framework.
• Highlight one or more Groups in the Available Groups window and clicking the > button will move the Groups to the next window.
• Clicking the >> will move all Groups from the Available Groups window to the Assigned Groups window. 

Permissions Tab

Permissions provide the ability to define individual user access to various areas within the Akcelerant Framework. Select the dropdown for each permission level granted for each option. Users will be presented with None, View and Change. Not all permissions will have all three options.

• None - The user is unable to access the specified area and a message to that effect will display.
• View - The user is able to access the specified area, but is unable to make any modifications to the information contained therein. If a modification is attempted, a message notifying the User of the security restriction will display.
• Change - The user has full access to that specified area.

Screens Tab

• A list of screens that have been created in the Akcelerant Framework is displayed under the Available Screens window. If the user is assigned to Security groups, the system will grant the screens permissions defined in the Security Group without the need to define permission in the Screens section here.
• Highlight one or more Screens in the Available Screens window and clicking the > button will move the Screens to the next window.
• Clicking the >> will move all Screens from the Available Screens window to the Assigned Screens window.

Workflows Tab

• A list of workflows that have been created in the Akcelerant Framework is displayed under the Available Workflows window. If the user is assigned to Security groups, the system will grant the workflow permissions defined in the Security Group without the need to define permission in the Workflow section here.
• Highlight one or more workflows in the Available Workflows window and clicking the > button will move the Workflows to the next window.
• Clicking the >> will move all Workflows from the Available Workflows (or Views window) window to the View and Execute window

 

Dashboards Tab

• Lists of all Dashboards that have been created in the Akcelerant Framework are displayed under the Available Dashboards window. If the user is assigned to Security groups, the system will grant the Dashboard permissions defined in the Security Group without the need to define permission in the Dashboard section here.
• Highlight one or more Dashboards in the Available Dashboards window and clicking the > button will move the Dashboards to the next window.
• Clicking the >> will move all Dashboards from the Available Dashboards window to the Assigned Dashboards window.

Views Tab

• A list of all Views created in the Akcelerant Framework displays under the Available Views window. If the user is assigned to Security groups, the system will grant the views permissions defined in the Security Group without the need to define permission in the Views section here.
• Highlight one or more Views in the Available Views window and clicking the > button will move the Views to the next window.
• Clicking the >> will move all Views from the Available Views window to the Assigned Views window.

Reports Tab

• Lists of all Reports that have been created in the Framework are displayed under the Available Reports window. If the user is assigned to Security groups, the system will grant the reports permissions defined in the Security Group without the need to define permission in the Reports section here.
• Highlight one or more Reports in the Available Reports window and clicking the > button will move the Reports to the next window.
• Clicking the >> will move all Reports from the Available Reports window to the Assigned Reports window.

Areas Tab

• A list of all Areas that have been created in the Framework is displayed under the Available Areas window. If the user is assigned to Security groups, the system will grant the areas permissions defined in the Security Group without the need to define permission in the Areas section here.
• Highlight one or more Areas in the Available Areas window and clicking the > button will move the Areas to the next window.
• Clicking the >> will move all Areas from the Available Areas window to the Assigned Areas window.

Categories Tab

• A list of all Categories that have been created in the Framework is displayed under the Available Categories window.
• Highlight one or more Categories in the Available Categories window and clicking the > button will move the Categories to the next window.
• Clicking the >> will move all Categories from the Available Categories window to the Assigned Categories window.

Restrictions Tab

This section allows System Administrators to restrict users from accessing specific accounts within the Framework. System Administrators can assign codes to a user that will give the user access to accounts that are restricted. Additionally, System Administrators can prevent users from accessing a person's account by adding the person's identifier to the Restricted Persons Grid.

Restricted Account

Restricted Persons

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