The following permissions can be given to any Agents in your system. In order to grant permissions to other users, you must be and Admin or an HR Admin. To get to the User Admin Screen go to Settings and then to Manage Users. Select the user you would like to edit and scroll to the permission at the bottom:
The following permission are available:
Account Search | Allows the user to search and view account information. |
Admin | Allows most control over the website including setting up new users. |
Billing Admin | Allows the user to configure billing information for the product. |
Collection Manager | Allows the user to run some management reports and access some consumer data. |
Contact Us | Allows the user to access the forms filled out by users using the 'Contact Us' page. |
Consumer Emails | Allows the user to manage and send emails and letters. |
Career Admin | Allows the user to manage the job applications portion of the site. |
Collector | Allows the user to pull up accounts and perform basic edits |
HR Admin | Allows the user to manage users information. |
Payment Admin | Allows the user to view payments from the web. |
Take Credit Card Payments | Allows the user to take single credit card payments for a consumer. The user will be able to see basic account information since it is needed to take the payments. |
Training Admin | Allows the user to create and edit trainings. |
Text Message Sender | Allows the user to send individual text messages to consumers. |
Text Message Admin | Allows the user to send individual can text messages to consumers and also create and manage texting campaigns |
There are other permissions that related to importing and exporting of data files that can only be granted by Concepts2Code support. These include the ability to Import Files and access the API. These features involve direct access to consumer data and are only granted as needed based on your integration with your CRM. You will not see these options on the user screen.
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