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Privilege Overview

View and manage privileges for different user types.

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Auditing

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Search Auditing

Authorities

View Authorities

Edit Authorities

Override Authorities

Override Authorities on Behalf of Another User

Checking Accounts

View Checking Accounts

Edit Checking Accounts

Coverages

Search Coverages

View Coverage Details

Create-Edit-Delete Coverages

Default Values

View Default Values

Edit Default Values

Override Default Value Rules

Entities

View-Edit Management Information

View-Edit Banking Information

Search Entity Groups

View Entity Group Details

Edit Entity Groups

Edit Entities E-payment Fees

Global

All Privileges

Allow Advanced Searches

Historical Data

Task Log

Collection Module Administration

Delete Memos

Portfolio Production

Collection Agencies

Unclaimed Property

Edit Memos and User Notifications

Display Confidential Information

Partially Mask Confidential Information

View Dashboard

ACH Request Document Access

Add and Delete SMS Opt-Outs

Parties

Search Entities

View Entity Details

Create-Edit-Delete Entities

Search Lenders

View Lender Details

Create-Edit-Delete Lenders

Search Lienholders

View Lienholders

Create-Edit-Delete Lienholders

Search Private Labels

View Private Label Details

Create-Edit-Delete Private Labels

Search Salespersons

View Salesperson Details

Create-Edit-Delete Salespersons

View A.M. Best Ratings

Create-Edit-Delete A.M. Best Ratings

View Draft Details

Create-Edit-Delete Draft Details

Portfolio

View Portfolio Settings

Edit Portfolio Settings

Manage User Defined Fields

Edit Business Dates

View Entity Statuses

Edit Entity Statuses

Activate Modules

View Event Reasons

Edit Event Reasons

View-Edit Collection Module Setup

Edit Cancellation Hold Orders

Program Management

Regulations

View Premium Finance Regulations

Edit Premium Finance Regulations Values

Reports

Run Reports

View Queued Reports Requested by Other Users

Schedule Reports

Security

View Users

Create-Edit-Delete Users

View Groups

Create-Edit-Delete Groups

View Privileges

Edit Privileges

View Portfolio Assignments

Edit Portfolio Assignments

View Login Attempts Log

Change Own Password

Create-Edit-Delete Entity Users

Edit API Only Checkbox

User-defined Fields

View User Defined Fields

Create-Edit User Defined Fields

Management

View Rate Charts

Create-Edit-Delete Rate Charts

View Delay Factor Charts

Create-Edit-Delete Delay Factor Charts

View Rate Indices

Create-Edit-Delete Rate Indices

View Quoting Plans

Create-Edit-Delete Quoting Plans

View Quoting Configurations

Create-Edit-Delete Quoting Configurations

View Referral Fees

Create-Edit-Delete Referral Fees

Quoting

View Quotes

Create-Edit-Delete Quotes

View AP Quotes

Create-Edit-Delete AP Quotes

Customer Account

Flat Customer Account with Positive Balance

View Customer Account

View Customer Account General Ledger

View Customer Account Memos and User Notifications

Create Customer Account

Edit Customer Account

Edit ACH/CC Info

Edit Billing Method and ACH/CC Info

Edit Customer Information

Generate Notices

Override Hold Cancellation

Edit Notice Delivery for Customers

Flat Customer Account

Perform Closing Adjustment

Reverse Closing Adjustments

Archive Accounts

Missing Policy Numbers

Quote to Account Import

Edit Confidential Information

Day End

View Day End Summary

Manually Run Day End

Disbursement

Create-Edit Disbursements

Create Checks

Print Checks

Print Previously Printed Checks

Allow Overfunding-Underfunding of Accounts

Create ACH

View Draft No Loan

Create-Edit Draft No Loan

View Referral Fee Disbursement

Edit Referral Fee Disbursement

General Ledger

View GL Accounts

Create-Edit-Delete GL Accounts

View GL Account Assignments

Edit GL Account Assignments

Search General Ledger

Imaging

View Imaging Documents

Create Imaging Documents

Edit Imaging Documents

Delete Imaging Documents

Manage Imaging Folders

Import-Export

Export Positive Pay

Import for Disbursement Clearing

Import Payments

Import A.M. Best Ratings

Export ACH

DEC Pages Import

Export New Accounts

OFAC Match

External Collection Export

Other Imports

Import NSF

Import Assignment File

Notices

Manually Generate Notices

Print Day End Notices

Manually Regenerate Notice Merge

Force Cancel or Reinstate Effective Date

Update Cancel or Reinstate Effective Date

Referral Fees

Referral Fee Adjustments

Identify Exceptions

Pay Referral Fees

Create Referral Fee Checks

Suspense Accounts

Create-Edit Suspense Accounts

View Suspense Accounts

Transactions

Create-Edit-Delete Payment Batches

Enter Payments into Payment Batches

Approve-Unapprove Payment Batches

Delete Payment Batches

Post Payment Batches

Perform Payment Removal Adjustment

Perform Returned Item Adjustment

Perform Reapply Payment Adjustment

Perform Apply Payment To Disbursement

Perform Assess Fee Adjustment

Perform Waive Fee Adjustment

Perform Write Off Balance Adjustment

Perform Recover Balance Adjustment

Perform Referral Fee Adjustment

Transfer Funds

Post e-Payments

Perform Interest Refunds

Create e-Payments

Enter Manual ACH Payments

Edit e-Payment Fee

Perform Manual Payment Revision Amount

Underwriting

View Underwriting

Edit Underwriting

Home

Home Page

Customize

Change Password

Import-Export

Update Policy Number Import

Collection Agency Confirmation Import

Cancellation Confirmation Import

Positive Pay

Import for Disbursement Clearing

Import Payments

Import ACH Records

Export ACH

Import A.M. Best Ratings

Import FedACH

DEC Page Import

OFAC Match

Direct Bill Address Change Import

Direct Bill Cancellation Import

Import Write-Off Accounts

Beneficial Owner Info Export

Beneficial Owner Info Import

Import Documents

Entity AR Payment Import

Import Quotes

BTIS Policy Number Import

BTIS Import Endorsements

Import Reinstatements

Entity Import

Change In Premium Import

Internal Rating Import

Import Carrier Ratings

AIPSO Binding Data Import

Import Returned Payments

Credit Approval Import

Exposure Model Update

Import Risk Rating Update

MAIF Account Import

Export PFAs

BAV Export

View-Search By TIN Data

Import Credit Card Chargebacks

AIPSO Assignment File Import

Bulk Document Import

CRA Import

ACH Debit Returns

Lienholder Assignment

Update Collections Information Import

Export

Positive Pay

Export ACH

Export PFAs

Historical Data

DashBoard

Customize Portfolio Order

Accounts

Customer Service

Collection Administration

New Account

Additional Premium

Adjustments

Closing Adjustments

Flat Accounts

Flat Additional Premiums

Loan Editor

Reverse Closing Adjustments

Adjust Installment Due Dates

Credit Card Adjustments

Return Premium Shortage Adjustments

Quote Import

Customer Quote

Additional Premium Quote

Utilities

Unearned Premium Calculator

Add Memos

Missing Policy Numbers

Bank Account Changes

AIPSO Data

Renewals

Bulk Cancellation Hold

Update CSR Contact Info

Auto Book Eligible Quotes

Auto Book Quotes

Add Risk Rating

SMS Opt-Outs

Quotes

New Quote

Quote Search

Quick Quote

New AP Quote

AP Quote Search

Import Temp Quotes

Payments

Payment Entry

Batch Payments

e-Payment Wizard

Manual ACH Payment

Manual Credit Card

Manual Credit Card

Payment Adjustments

Payment Editor

e-Payments

ACHs

Electronic Payment Posting Wizard

Parties

Business Entities

Lenders

Lienholders

Salespersons

A.M. Best Ratings

Captive Managers

Disbursement

Disbursement Editor

Void Combined Disbursement

Check Creation Wizard

ACH Credit Wizard

Clear Disbursements

Referral Fee Disbursements

Printing

Reports

Print Queued Reports

Manual Notice Generator

Print Day End Notices

FTP Day End Notices

Print Checks

Management

Regulations

Coverage Types

Referral Fees

Adjust Referral Fees

Exception Identification

Pay Referral Fees

Referral Fee Check Wizard

Referral Fee Plans

Private Label

Portfolio Settings

Settings

Payment Options

Entity Status

Modules

Programs

Entity Ratings

Quoting

Delay Factors

Rate Charts

Rate Indices

Quoting Configurations

Quoting Plans

General Ledger

Accounts

Account Assignment

Bank Account Setup

Search Entries

Security

Users

Groups

Privilege Overview

Portfolios

Entity Users

Entity User Groups

Security Settings

Audit Log

Login Attempts Log

Entity User Import

Task Log

Day End

Regenerate Notice Merge

Collection Settings

Portfolio Production

Unclaimed Property

PBS Release Info

Rewards Program Plans

Email Search

Cancellation Hold Order

Returned Payment Reasons

Privilege Overview

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Textul privilegiului va apărea aici.

User	Full Name
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Group
No groups are assigned this privilege.