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Account

  • Add New Accounts: This shows or hides the New Account option from employees.
  • : This enables or disables an employee from being able to delete an account.
  • : This enables or disables an employee from being able to change the Account Number field.
  • : This enables or disables an employee from changing the Client field.
  • : This enables or disables an employee from changing the assigned Collector.
  • : This enables or disables an employee from being able to change the Client Claim Number field.
  • : This enables or disables an employee from changing the Account Type (Commercial or Non-Commercial).
  • : This enables or disables an employee from being able to change statuses on an account to any status, or only OPEN-type statuses.
  • : This enables or disables an employee from modifying these date fields.
  • : This enables or disables an employee from modifying the Debtor First, Middle, or Last Name, or Debtor Company Name.
  • : This enables or disables an employee from making changes to how the debtor is reported to credit bureaus.
  • : This enables or disables an employee from modifying custom fields entirely (see Settings > Custom Fields Admin for options to restrict only specific fields).
  • : This shows or hides the Edit button next to notes on an account.
  • : This shows or hides the Delete button next to notes on an account.
  • : This shows or hides the Mark for Skip Trace options on an account.
  • : This shows or hides the Edit button next to the Time Worked section on an account’s Legal Details page.
  • : This shows or hides contact information on the Client Info button of an account.
  • : This enables or disables the full SSN from being seen on an account, opting for a truncated, for digit version (ex. XXX-XX-1234).
  • : This shows or hides the Account Access screen, which shows what employees last accessed an account.
  • : This enables or disables an employee from modifying Creditors.
  • : This enables or disables an employee from modifying Action Codes.
  • : This enables or disables an employee from modifying Activity Codes.
  • : This shows or hides the Creditor field from an account.
  • : This shows or hides the Originated Date field from an account.
  • Hide Charged Off Date Field: This shows or hides the Charged Off Date field from an account.
  • : This shows or hides the Financials tab of an account.
  • : This shows or hides the Accounting tab of an account.
  • : This shows or hides the Doc Folder tab of an account.

    • : This enables or disables an employee from being able to delete documents from the Doc Folder.
  • : This enables or disables an employee from being able to change the User Queue of an account.
  • : This shows or hides the Manage User Queues button next to User Queue on an account.

Tools

  • : This shows or hides the entire Tools menu from employees.
    • : This shows or hides the Automation Tools sub-menu from employees.
    • : This shows or hides the File Importing sub-menu from employees.
    • : This shows or hides the File Updating sub-menu from employees.
    • : This shows or hides the File Exporting  sub-menu from employees.
    • : This shows or hides the QuickBooks Error Viewer from employees.
    • : This shows or hides the Check Printing screen from employees.
    • : This shows or hides the Bulk Account Manager tool from employees.
    • : This shows or hides the Bulk Transaction Manager tool from employees.
    • : This shows or hides the Bulk Account Distributor tool from employees.
    • : This shows or hides the View Uploaded Client Files screen from employees.
    • : This shows or hides the Credit Bureau Tools from employees.
    • : This shows or hides the Debtor Manager system from employees.
    • : This shows or hides the Custom Notification Manager tool from employees.

Miscellaneous

  • : This shows or hides the Add, Update and Delete options for Configurations.
  • : This shows or hides the Collector Dashboard on the Home screen.
  • : This shows or hides the Dashboard Pie Chart on the Home screen.
  • : This shows or hides the Custom Search Results options in the user settings menu at the top right-hand corner of the screen.
  • : This shows or hides clients from the Settings > Clients page. If disabled, the Clients screen will only show the employee clients selected in the Account Access Control area (set in the Settings > Administrators > Collectors/Employees screen).
  • : This shows or hides the Agreement Percentage from the Payment Plan tab of an account.
  • : This shows or hides Reminders on an account, depending on if the employee is assigned to them or not.
  • : This allows or restricts employees from being able to email DocGen files on accounts.
  • : This only applies when an employee has access to the Tools menu and also to File Exporting. It shows or hides all data exporting options (account details, notes, etc.) except for the exporting of phone numbers.
  • : This enables or disables an employee from being able to change what Letter Flows/Codes an account is assigned to.

    • : This enables or disables an employee from modifying the Letter Flow Rule Defaults.
  • : This shows or hides the entire Settings menu from employees.
Reports
  • : This shows or hides the entire Reports menu from employees.
    • : This shows or hides the Legal Reports sub-menu from employees.
    • : This shows or hides the Financial Reports sub-menu from employees.
    • : This shows or hides the Client Reports sub-menu from employees.
    • : This shows or hides the Recovery Reports sub-menu from employees.
    • : This shows or hides the Quick Reports sub-menu from employees.
    • : This shows or hides the Client Portal Reports sub-menu from employees.
    • : This shows or hides the User Access Report sub-menu from employees.

Financials/Payment Plans

  • : This enables or disables an employee from overriding financial allocations on the Financials tab of an account.
  • : This shows or hides the option to Add financial transactions on an account’s Financials tab.
  • : This shows or hides the Edit button and Delete  button next to transactions on the Financials tab of an account.
  • : This enables or disables the option for employees to add unprocessed payments.
  • : This enables or disables the option for employees to edit what collector took a payment (if they have access to also edit financial transactions).
  • : This enables or disables the option for employees to add, modify, or delete an existing payment plan.
  • : This enables or disables the option for employees to adjust the settlement balance between the company and the debtor.

Worklists

  • : This enables or disables the option to create Worklists.
  • : This shows or hides the Available Worklists option from the Filter screen.
  • : This shows or hides the Worklist Details button.
  • : This enables or disables the option for an employee to delete an existing Worklist.
  • : This shows or hides the manager access to Worklists in the Settings > Administrators menu.

    • : This enables or disables the option to add or remove employees to or from existing Worklists.
See anything missing or out of date on this page? Please contact Simplicity Support at helpdesk@simplicitycollect.com.