At the moment, this feature is ONLY available using CLASSIC VIEW. Go to System Control Menu > System Security > Create new user for hosted Client * You have to enter the preferred User ID and answ...
If a User cannot access the Work map screen in Account processing check System Security fields: * User is a collector (Y,S) = to blank or S the below may be needed for other Work map functions as ...
In order to change existing credit card information at the account level, the user ID must have a Y in the area field payment entry in system security. Keywords - Kbase credit cards Kbase credit c...
To allow a user to update bankruptcy information from the account > Tab Q option: * They will need a Y in the field Close accounts in system security To allow a user to add new information from...
Click on bullet below to view information: * Definition [http://support.quantrax.com/kb/Management_Training/Management_Training_User_Activity_Inquiry/GL-Activity_Inquiry/GL-Activity_Inquiry.html] (...
Click on link below to view information: * Definition [http://support.quantrax.com/kb/Management_Training/Management_Training_Client_Access_by_UserID/GL-Client_Access_by_UserID/GL-Client_Access_by_...
Click on bullet below to view information: * Definition [http://support.quantrax.com/kb/Management_Training/Management_Training_SystemSecurity/GL-SystemSecurity/GL-SystemSecurity.html] (length 0.50...
To allow a user to view the Settlement rules that are set up at the Client master level, the userID must be set up with access to the Management menu within System security The collector can then ...
A user must have access to the management menu. Keywords - Kbase Settlements Kbase Settlement ...
On the first screen of security, you must put a “Y” in the field start nightly processing field, nightly processing and/or start the smart code program Keywords - Kbase Smart Codes Kbase Smart Code ...