Accounts are assigned to users by assigning ‘Region / Collector’ combinations to the user. By assigning an account to a user, the user then has ‘ownership’ of the account and all the associated items. The user’s ‘Dashboard’ and ‘To-dos’ will only show data for accounts that have been assigned to…

Name: This is the name of the user. The name must be unique. The name is used to ‘tag’ data records with the name of the person who created or modified the data. Email address: This is the email address for the user. The email address must be unique. The…

The security is managed by defining ‘Type’, ‘Scope’ and ‘Permissions’ for the users. There are 6 types of users. Administrator Used to setup and administered the system mandatory user in all environments Collector Manager Used to manage the collectors Collector    Used by collectors Account manager Used to assign an…

A User account needs to be created for each person to enable them to access the system. NB: Generic user accounts are not permitted, there must be one account for each person. An administrator can. Create new users Access and edit all users Edit all fields for a user Delete…

Job description: This is the user’s job description. Location: This is the user’s location. It is used to help identify users when selecting a user to be assigned a task. Phone: This is the user’s job phone number. It can be used on dunning letters. Email notification: This is used…

All data records are ‘stamped’ with a GMT date/time stamp when they are created and edited. The ‘Time zone’ is used to display these times in the user’s local time zone, i.e., GMT+10.