Documentation | User Guide

Documentation | User Guide

Collection Module

The table below describes the authorized activities in the Collection module.

For more information on how to assign roles to a user and associate activities with a role, click on the following links: Assign a role to a user and Assign an activity to a role.

The 10 activities allowed in the Collection module are as follows:

Activity No Activity Action Access Authorized Activity
1. Access to Collection (520) module See Home menu of the Collection module 1.
1.1 See collection cases assigned to or created by the user See Menu Collection Cases/page Collection Cases (520:1001) 1.1 + 1.
1.1.1 See collection cases in user's tax division See Menu Collection Cases/page Collection Cases (520:1001) 1.1.1 + 1.1 + 1
1.1.1.1. See all collection cases See Menu Collection Cases/page Collection Cases (520:1001) 1.1.1.1 + 1.1.1. + 1.1. + 1.
1.1.2 Manage the capacity to collect Manage Menu Collection Cases/page Collection Cases (520:1001) 1.1.2 + 1.1 + 1.
1.1.3 Access to collection case's contacts Specific Menu Collection Cases/page Collection Cases (520:1001) 1.1 .3 + 1.1 + 1.
1.1.3.1 Manage his own contacts Manage Menu Collection Cases/page Collection Cases (520:1001) 1.1.3.1 + 1.1.3 + 1.1 + 1.
1.1.3.1.1 Manage all collection contacts Manage Menu Collection Cases/page Collection Cases (520:1001) 1.1. 3.1.1 + 1.1.3.1 + 1.1.3 + 1.1 + 1.
1.2 Create collection cases in user's tax division Manage Menu Collection Cases/page Collection Cases (520:1001) 1.2 + 1.
1.2.1 Create collection cases in any tax division Manage Menu Collection Cases/page Collection Cases (520:1001) 1.2.1 + 1.2 + 1.