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eCredit provides seven generic user roles: Admin, Source
Admin, Sales Rep, Credit Analyst, Collector, Strategist, and Dispute Resolver.
Using the Admin role, the subscriber system administrator can change these
generic user roles, or add new roles to meet the requirements of your
workflow.
The following table describes each of the generic access
roles that you can use as is, or modify to meet the needs of your workflow.
|
Generic Role |
Includes these capabilities |
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Admin role |
If you have a Credit Business license, the generic Admin
role includes all credit Admin function.
If you have a collections business license, the Admin
role includes all collections Admin capabilities except those capabilities
for Policy Administration. Policy Administration capabilities are included
in the Strategist role. |
|
Source Admin role |
Add and maintain users.
Note: This role
does not include the ability to create and modify roles, or to perform
any business administration functions. |
|
Sales Rep role |
Process credit requests, view decision information,
change credit request information, and reprocess the request.
The Sales Rep role also enables users to manage their
work queue. |
|
Credit Analyst role |
Review and reprocess credit requests, view and update
the decision information, enter and save customer information, create,
edit and allocate credit lines, analyze financial data, and initiate score
and bureau events. This role does not include the ability to submit a
new credit request, or to search all credit requests.
Create ad hoc reports and generate the standard reports
included with eCredit: Transaction Summary, Credit Line Summary, and Work
Queue Summary.
The Credit Analyst role enables the user to manage their
work queue.
Note: The capability
of updating decisions from the Decision screen depends in whether you
set up eCredit to require more than one approval for a credit line. If
you set up eCredit to require more than one approval, analysts must update
credit request decisions using the Credit Lines feature of the Customer
module. They cannot use the Decision screen to update credit requests.
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Collector role |
Work with invoices, search for customers, and view customer
data. The Collector role also enables users to manage their work queue
and perform collection activities, create ad hoc reports and generate
the standard reports included with eCredit. |
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Strategist role |
Define and manage strategies, segments, workgroups,
and the rulesets that determine workgroup and segment assignment for invoices. |
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Dispute Resolver |
Add, update, reassign, search, and view disputes. Use
this role for internal contacts who need to use the eCredit application
only to manage disputes. |
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