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eCredit provides seven generic eCredit 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 the workflow. Users can be assigned multiple roles to accomplish their
tasks.
To modify user roles:
Select Admin.
The Admin Home Page appears. From the System
Administration tab, select Role Maintenance.
The Role Maintenance screen displays all existing user roles. Do one of the
following:
To modify
an access role, in the Access Roles section, select view/edit in the row
for the role you want to modify.
The Role Details screen displays information for the access role
you select. To modify
a business role, in the Business Roles section, select view/edit in the
row for the role you want to modify.
The Role Details screen displays the information for the business
role you select.
In the Core
Attributes section, change the description for the role.
In the Capabilities
Assignments section, select only the capabilities you want the role to
have.
Notes:
To view capabilities
by module, select the module from the Application Modules list. To select all
capabilities, select Check All. To clear all selections, click Clear All.
Click Save. |
