Setting Up a Role

  1. Go to the Settings tab > Permissions.
  2. Click New or click Copy on an existing role.
  3. On the Menu Items set the menu items or pages that this role should see. By clicking the check box by the menu item (tab) name, the role will have access to all items on the menu. If this role should be limited to only certain items on the menu, click to expand the menu items and select only the items the role should be granted permission to and leave the check box next to the title of the menu blank.

  4. On the Page Permissions, set what the role is allowed to see or do in and/or the Agent Portal.
  5. On the Report Permissions, choose which types of reports the user can see in the Reports tab.
  6. On the Application Permissions choose which applications the user can access.
  7. Save to create the permission role.

Adding a User

  1. Go to the Settings tab > Users.
  2. Click Add New User.
  3. Complete the following fields on the General tab:
    1. Login Name - This information must be unique across all users in your database. Users include those logins for, Agent Portal and Billcenter (REQUIRED).
    2. Name (First, Last) - Add the first and last name of the user.
    3. Email - Add an email address for the user's account. This email address will receive the notifications from
    4. User Type - The options on this field are user and Billcenter user. Both can be configured from this screen.
    5. Auth Method - There are two options in this field: and LDAP. is the default option although LDAP can be configured with assistance from the team.
    6. Roles - Roles will vary based on a client's settings. Typically an Admin, Agent, Customer Service and Manager type role are included in the system setup. Any number of additional roles can be created. Users can have more than role associated with their user.

  4. The following settings are optional on the Passwordtab:
    1. Require Password Change on Next Login - User will need to change their password at next login.
    2. Auto Generated Password - creates a temporary password. When unchecked provides the option to set a password.
  5. The following fields appear on the Additionaltab:
    1. Phone - Store a contact number for the user.
    2. Fax - Store a fax number for the user.
    3. Location - Store a location for the user. The location field is configured under Settings > Drop Down Editor. This field is also used on the Agent Profile.
    4. Custom User ID - will create a user ID number when a user is created. This field can be used to store an internal ID number.
    5. Signup Workflow - This field is only applicable if the signup application is in use.
    6. Agent - This field is very important when creating a user with the agent role. An agent user must be associated with an agent profile to see their accounts. Agent profiles must be configured under the Agents > New Agent section to appear in this list.
  6. The following fields appear on the Optionstab:
    1. Active - This field must be enabled for a user to access the system. To disable a user, uncheck the field and the user will no longer be able to access, Agent Portal or Billcenter.
    2. Simple Bill Ledger - This field will present a different view in the Billing and Collections section on the customer profile. This view is a legacy view of the data and is not widely used.
  7. The Limitstab allows an administrator to set limits for the following field on a user basis:
    1. Max Credit - Unlimited by default if the user has permission to create a credit. A limit can be set in the field to cap the amount a user can apply for a credit per entry.
    2. Max Promise Days - The user can specify any number of days using the Promise to Pay function if left blank. Adding a number limits the number of days a user can extend.
    3. Max Payment - Payment limits are unlimited by default. Adding a number to this field will limit the payment amount a user can post.
    4. Max Adjustment Credit Amount - This field will limit the amount a user can request on a credit adjustment.
    5. Max Adjustment Charge Amount - This field will limit the amount a user can request on a charge adjustment.
  8. The Rev.iotab is contains the following options:
    1. Home Page - This option can change the user's landing page. Options available in this field are Customer Search, Executive Dashboard and Tickets. Other options can be configured upon request.
    2. Receipt - This field can change the format of the receipt that a user can download and send or print for a customer.
    3. Ticket Output - This field can change the view of tickets under Workflow > Tickets. List view is the recommended view.
  9. The Agent Portal tab provides options to change the landing page for an agent using Agent Portal. All options are available as long as it is an option supported for in your configuration. Dashboard is the default option and recommended Home Page selection.