Administrator Guide > Security and Permissions > Security Groups |
Security Groups are designed so that managers can set Akcelerant Framework access for a group rather than every individual user. Rather than going through the process of assigning individual user permissions and access to features for every employee, administrators can assign them to Security Groups that provide access to all Framework features that can be set at the individual user level. The following columns display in the Security Groups page:
Column Name | Description |
Name | The name of the Security Group. |
Description | The description of the Security Group. |
Last Modified | Denotes when the last modification to the Security Group was made. |
Modified By | Denotes who made the last modification to the Security Group. |
From the Security Groups page, administrators can create Security Groups, copy existing Security Groups, edit existing Security Groups and delete Security Groups.
Creating a Security Group
Click Create. The New Security Group screen appears.
Within the Permissions tab, manage the new Security Group’s access to several features throughout the Framework. This tab contains 2 columns: Function and Permission. Click under the Permission column in the corresponding row of the screen and a drop down appears. Change the value in this drop down to change the user's access to the screen. The following are permission options that are available through the permission drop down:
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If an individual user permission is set to “None” but the user is a part of a Security Group that has “Change” permission to the same feature, the system defaults to “Change.” The higher permission at the user and group level is what gets set. |
Below is a list of all the permissions that can be customized by the administrator and their description.
Permissions
Below is a list of all the permissions that can be customized by the administrator and their description.
Areas | |
Name of Permission | Description |
Edit All Comments |
None: Users are not able to edit other user’s comments in Workflow History Screens. Change: Allows users to edit any other user’s comments in Workflow History screens. |
Edit Own Comments |
None: Users are not able to edit their own comments in Workflow History screens. Change: Allows users to edit their own comments in Workflow History screens. |
Workspace |
None: Users are not able to perform various functions such as posting a comment and working queues in a workspace. View: Allows users to view comments and queues but not work queues. Change: Allows users to perform various functions such as posting a comment and working queues in a workspace. |
Collections | |||
Name of Permission | Description | ||
Add Task |
None: Users cannot add tasks when working a case in the Framework. Change: When working a case, allows users to Add a Task. |
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Case Processes |
None: Users can not view or access the Case Processes page in System Management > Collections > Case Processes.
View: Allows users to view but not make any changes to the Case Processes page in System Management > Collections > Case Processes. Change: Allows users to view and make changes within the TCase Processes page in System Management > Collections > Case Processes. |
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Case Queues |
None: Users can not view or access the Case Queues page in System Management > Collections > Case Processes.
View: Allows users to view but not make any changes to the Case Queues page in System Management > Collections > Case Processes. Change: Allows users to view and make changes within the Task Queues page in System Management > Collections > Case Processes. |
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Case Tasks |
None: Users cannot view or access Task Processes or Task Templates in the Tasks folder in System Management. View: Allows users to view but not make any changes to any of the Task Processes and Task Templates in the Tasks folder in System Management. Change: Allows users to view and make changes to Task Processes and Task Templates in the Tasks folder in System Management. |
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Case Types |
None: Users can not view or access the Case Types page in System Management.
View: Allows users to view but not make any changes to the Case Types page in System Management. Change: Allows users to view and make changes within the Case Types page in System Management. |
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Collection Queues |
None: Users can not view or access the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections.
View: Allows users to view but not make any changes to the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections. Change: Allows users to view and make changes within the Collection Queues, Collection Queue Refresh Order, and Collection Queue Work Order pages in System Management > Collections. |
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Create Collateral Equity Analysis |
None: Users cannot create an Equity Analysis within a person's collateral screen. Change: Allows users to create an Equity Analysis from within a person's collateral screen. |
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Edit Collateral Equity Analysis |
None: Users cannot edit an existing Equity Analysis from within a person's collateral screen. Change: Allows users to edit an existing Equity Analysis from within a person's collateral screen. |
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Edit Promise Payments |
None: Users cannot edit promise payment arrangements after they have been made. Change: Allows users to edit the promise payment arrangements after they have been made. |
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Edit Promise Status |
None: Users cannot edit promise statuses in a person’s promise history screen. Change: Allows users to edit the promise status in a person’s promise history screen.
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Event Processing |
None: Event Processing screen within System Management is not available to user. View: Event Processing screen within System Management can be viewed but not edited by user. Change: Event Processing screen within System Management screen can be viewed and edited by user. |
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End Event Deferments |
None: Users do not have access to the End Event Deferments page in System Management and are not able to respond to end event deferments. View: Users have access to the End Event Deferments page in System Management but are not able to end event deferments. Change: Allows users access to the End Event Deferments page in System Management and they are able to end event deferments. |
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Promise Approval |
None: Users do not have access to the Promise Approval page in System Management and are not able to respond to promises pending approval. Change: Allows users access to the Promise Approval page in System Management and they are able to respond to promises pending approval. |
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Recovery Approval |
None: Users do not have access to the Recovery Approval page in System Management and are not able to respond to charge offs pending approval. View: Users have access to the Recovery Approval page in System Management but are not able to accept and/or reject charge offs. Change: Users are able to both access the Reovery Approval page in System Management and process pending charge offs.
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Rules Management |
None: Users do not have access to the Rule Management page in System Management>Collections, and do not have the ability to view/open the rules manager in various other areas in the Framework that utilize the rules integration. Change: Allows users access to the Rules Management application throughout the Framework. |
Desktop | |
Name of Permission | Description |
Create Account |
None: Users are not able to access the create accounts drop down option or create accounts from the Framework ribbon. Change: Allows users to create accounts from the Create Accounts dropdown in the Framework ribbon. |
Create Case |
None: Users are not able to see or create cases using the “briefcase” icon in the workspace toolbar. Change: Allows users to create cases using the “briefcase” icon in the workspace toolbar. |
Run Non-Person Workflow |
None: Users do not have access to the Non-Person workflow option in the Framework ribbon. Change: Allows users to run non-person workflows from the Create dropdown in the Framework ribbon. |
Loan Modifications | |
Name of Permission | Description |
Create Loan Modification
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None = Create button is disabled on the Loan Modification History screen. Change = Create button is enabled on the Loan Modification History screen. |
Delete Loan Modification |
None = Delete button is disabled on the Loan Modification History screen. Change = Delete button is enabled on the Loan Modification History screen. |
Edit Loan Modification |
None = Edit button is disabled on the Loan Modification History screen. Change = Edit button is enabled on the Loan Modification History screen. |
Process Loan Modification |
None = Process button is disabled on the Loan Modification History screen. Change = Process button is enabled on the Loan Modification History screen. |
Solutions | |||
Name of Permission | Description | ||
SOLUTION.COLLECTION |
None: Users cannot view or access collection settings under System Management>Solutions>Collection. View: Allows users to view collection settings but not make any changes to them under System Management>Solutions>Collection. Change: Allows users to view and make changes to collection settings under System Management>Solutions>Collection. |
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SOLUTION.RECOVERY |
None: Users can not view or access recovery settings under System Management>Solutions>Recovery. View: Allows users to view recovery settings but not make any changes to them under System Management>Solutions>Recovery. Change: Allows users to view and make changes to recovery settings under System Management>Solutions>Recovery.
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Account Assignments |
None: Users can not view or access the Account Assignments page in System Management. View: Allows users to view but not make any changes to the Account Assignments page in System Management. Change: Allows users to view and make changes within the Account Assignments page in System Management. |
Account Types |
None: Users can not view or access the Account Types page in System Management. View: Allows users to view but not make any changes to the Account Types page in System Management. Change: Allows users to view and make changes within the Account Types page in System Management. |
Administrative Settings |
None: Users can not view or access the Administrative Settings page in System Management. View: Allows users to view but not make any changes to the Administrative Settings page in System Management. Change: Allows users to view and make changes within the Administrative Settings page in System Management. |
Archive Data |
None: Users can not view or access the Archive Data page in System Management. Change: Users can view and access the Archive Data page, as well as perform the Archive function. |
Areas |
None: Users can not view or access the Areas page in System Management. View: Allows users to view but not make any changes to the Areas page in System Management. Change: Allows users to view and make changes within the Areas page in System Management. |
Automated Workflow |
None: Users can not view or access the Automated Workflow page in System Management>Workflow>Automated Workflow. View: Allows users to view but not make any changes or execute Automated Workflows within the Automated Workflow page in System Management>Workflow>Automated Workflow. Change: Allows users to view and make changes within the Areas page in System Management. |
Batch Case Processing |
None: Users can not view, access, or perform the Batch Case Processing function within System Management>Batch Case Processing. Change: Allows users to view, access, and perform the Batch Case processing function within System Management>Batch Case Processing. |
Batch Letter Printing |
None: Users can not view, access, or perform the Batch Letter Printing function within System Management>Communication>Batch Letter Printing. Change: Allows users to view, access, and perform the Batch Letter Printing function within System Management>Communication>Batch Letter Printing. |
Batch Workflow |
None: Users can not view, access, or perform the Batch Workflow function within System Management>Workflow>Batch Workflow. View: Allows user to view and access the Batch Workflow page but not execute a Batch Workflow in System Management>Workflow>Batch Workflow. Change: Allows users to view, access, and execute Batch Workflows within System Management>Workflow>Batch Workflow. |
Branches |
None: Users cannot view or access the Branches page in System Management. View: Allows users to view but not make any changes to the Branches page in System Management. Change: Allows users to view and make changes within the Branches page in System Mangement. |
Categories |
None: Users can not view or access the Categories page in System Management. View: Allows users to view but not make any changes to the Categories page in System Management. Change: Allows users to view and make changes within the Categories page in System Management. |
Companies and Contacts |
None: Users can not view or access the Companies and Contacts pages in System Management>Address Book. View: Allows users to view but not make any changes to the Companies and Contacts pages in System Management>Address Book. Change: Allows users to view and make changes within the Companies and Contacts pages in System Management>Address Book. |
Cost Centers (Recovery Solution) |
None: Users can not view or access the Cost Centers page in System Management. View: Allows users to view but not make any changes to the Cost Centers page in System Management. Change: Allows users to view and make changes within the Cost Centers page in System Management. |
Custom Field Management |
None: Users can not view or access the Custom Fields page in System Management. View: Allows users to view but not make any changes to the Custom Fields page in System Management. Change: Allows users to view and make changes within the Custom Fields page in System Management. |
Dialer Return Codes |
None: Users can not view or access the Dialer Return Codes page in System Management>Dialers>Dialer Return codes. View: Allows users to view but not make any changes to the Dialer Return Codes page in System Management>Dialers>Dialer Return Codes. Change: Allows users to view and make changes within the Dialer Return Codes page in System Management>Dialers>Dialer Return Codes. |
Emails |
None: Users can not view or access the Emails page in System Management>Communication>Emails. View: Allows users to view but not make any changes to the Emails page in System Management>Communication>Emails. Change: Allows users to view and make changes within the Emails page in System Management>Communication>Emails. |
Exports |
None: Users can not view or access the Exports page in System Management. View: Allows users to view but not make any changes to the Exports page in System Management. Change: Allows users to view and make changes within the Exports page in System Management. |
Field Configurations |
None: Users can not view or access the Field Configurations page in System Management. View: Allows users to view but not make any changes to the Field Configurations page in System Management. Change: Allows users to view and make changes within the Field Configurations page in System Management. |
GL Accounts (Recovery Solution) |
None: Users can not view or access the GL Accounts page in System Management. View: Allows users to view but not make any changes to the GL Accounts page in System Management. Change: Allows users to view and make changes within the GL Accounts page in System Management. |
Hyperlinks |
None: Users can not view or access the Hyperlinks page in System Management. View: Allows users to view but not make any changes to the Hyperlinks page in System Management. Change: Allows users to view and make changes within the Hyperlinks page in System Management. |
Interest Rates |
None: Users can not view or access the Interest Rates page in System Management. View: Allows users to view but not make any changes to the Interest Rates page in System Management. Change: Allows users to view and make changes within the Interest Rates page in System Management. |
Letters and Forms |
None: Users can not view or access the Letters and Forms page in System Management>Communication>Letters and Forms. View: Allows users to view but not make any changes to the Letters and Forms page in System Management>Communication>Letters and Forms. Change: Allows users to view and make changes within the Letters and Forms page in System Management>Communication>Letters and Forms. |
Merge Accounts |
None: Users can not view or access the Merge Accounts page in System Management. Change: Users can view and access the Merge Accounts page, as well as perform the Merge function. |
Payment Types |
None: Users can not view or access the Payment Types page in System Management>Payment Types.
View: Allows users to view but not make any changes to the Payment Types page in System Management>Payment Types. Change: Allows users to view and make changes within the Payment Types page in System Management>Payment Types. |
Performance Groups |
None: Users can not view or access the Performance Groups page in System Management>Groups>Performance Groups. View: Allows users to view but not make any changes to the Performance Groups page in System Management>Groups>Performance Groups. Change: Allows users to view and make changes within the Performance Groups page in System Management>Groups>Performance Groups. |
Role Types |
None: Users can not view or access the Role Types page in System Management. View: Allows users to view but not make any changes to the Role Types page in System Management. Change: Allows users to view and make changes within the Role Types page in System Management. |
Screens |
None: Users can not view or access the Screens page in System Management. View: Allows users to view but not make any changes to the Screens page in System Management. Change: Allows users to view and make changes within the Screens page in System Management. |
Share Types |
None: Users can not view or access the Share Types page in System Management. View: Allows users to view but not make any changes to the Share Types page in System Management. Change: Allows users to view and make changes within the Share Types page in System Management. |
SoundBite |
None: Users can not access the SoundBite page. Change: Allows users to have access to the SoundBite application. |
Third Party Duplicates |
None: Users can not view or access the Third Party Duplicates page in System Management. View: Allows users to view but not make any changes to the Third Party Duplicates page in System Management. Change: Allows users to view and make changes within the Third Party Duplicates page in System Management. |
Third Party Exceptions |
None: Users can not view or access the Third Party Exceptions page in System Management. View: Allows users to view and perform functions within the Third Party Duplicates page in System Management. |
Third Party Field Audit |
None: Users can not view or access the Third Party Field Audit page in System Management. View: Allows users to view but not make any changes to the Third Party Field Audit page in System Management. Change: Allows users to view and make changes within the Third Party Field Audit page in System Management. |
Third Party Internal Transfer Request |
None: Users can not view or access the Third Party Transfer Request page in System Management. View: Allows users to view but not make any changes to the Third Party Transfer Request page in System Management. Change: Allows users to view and make changes within the Third Party Transfer Request page in System Management. |
Transaction Codes (Recovery Solution) |
None: Users can not view or access the Transaction Codes page in System Management. View: Allows users to view but not make any changes to the Transaction Codes page in System Management. Change: Allows users to view and make changes within the Transaction Codes page in System Management. |
View Full TIN in Search Results |
None: Allows users to only view the last 4 digits of a TIN when using the search function in the Framework. View: Allows users to view the entire TIN when using the Search function in the Framework. |
Workday Schedules |
None: Users can not view or access the Workday Schedules page in System Management. View: Allows users to view but not make any changes to the Workday Schedules page in System Management. Change: Allows users to view and make changes within the Workday Schedules page in System Management. |
Workflow |
None: Users can not view or access any features in the Workflow folder in System Management. View: Allows users to view but not make any changes to any of the features in the Workflow folder in System Management. Change: Allows users to view and make changes to any features in the Workflow Folder in System Management. |
Within the Users tab, assign active users within the Framework to be a part of the Security Group.
Within the Screens tab, assign available screens to the Security Group. If a screen is assigned, the users apart of the Security Group has access to the screen in the left navigation panel when a person/account is open in the workspace.
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If the security group the user is assigned to has access to the screen, by default the user has access to the screen even if they do not at the user level. |
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The screens and boxes that display on the Security Group Edit screen are determined by the enabled solution. For example, if lending is not active, lending screens are not available to be assigned and the Available and Assigned Lending boxes do not display on the Screens tab. |
In the Workflows tab, workflows can be assigned to “None,” “View” or “View & Execute.” If a workflow is assigned to none, the Security Group is not able to view the workflow history associated to the workflow nor execute the workflow. If assigned to view, the Security Group can view the workflow history associated to the workflow but cannot execute it. If assigned to view & execute, the Security Group can view the workflow history and execute the workflow on an account, case or person.
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If the security group the user is assigned to has access to the workflow, by default the user has access to the workflow even if they do not at the user level. |
In order for a user to have access to a workflow on an Area, the following criteria must be met:
In the Dashboards tab, assign available dashboards to the Security Group. If assigned, the user is able to open the dashboard from the dashboard icon in the Framework ribbon.
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If a user has individual permission to a dashboard, by default the user has access to the dashboard even if they do not at the Security Group level. |
In the Views tab, assign available views to the user. If assigned, the user is able to open the view from the views icon in the Framework ribbon.
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If a user has individual permission to a view, by default the user has access to the view even if they do not at the Security Group level. |
In the Reports tab, assign available reports to the Security Group. If assigned, the Security Group has the ability to view/run the reports from the reports icon in the Framework ribbon.
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If a user has individual permission to a Report, by default the user has access to the view even if they do not at the Security Group level. |
In the Areas tab, assign available areas to the Security Group. These assigned areas are available to the Security Group in the Areas drop down in the workspace.
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If a user has individual permission to an area, by default the user has access to the area even if they do not at the Security Group level. |
When finished navigating through all of the tabs and entering in information, click Save or Save and Close to save the new Security Group and return to the Security Groups page. The new Security Group populates in the Security Groups page and can now be assigned to features throughout the Framework. Click Cancel to return without saving.
Copying a Security Group
Editing a Security Group
Deleting a Security Group