Documentation | User Guide

Documentation | User Guide

Collection Module

The table below describes the authorized activities in the Collection module.

For more information on how to assign roles to a user and associate activities with a role, click on the following links: Assign a role to a user and Assign an activity to a role.

The 10 activities allowed in the Collection module are as follows:

Activity No Activity Action Access Authorized Activity
1. Access to Collection (520) module See Home menu of the Collection module 1.
1.1 Manage cases assigned to or created by the user Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1 + 1.
1.1.1 Manage cases in user's tax division Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1.1 + 1.1 + 1
1.1.1.1. Manage All Cases Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1.1.1 + 1.1.1. + 1.1. + 1.
1.1.2 Manage capacity to collect Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1.2 + 1.1 + 1.
1.1.3 Access to collection case's contacts Specific Menu Collection Cases - page Collection Cases (520:1001) 1.1 .3 + 1.1 + 1.
1.1.3.1 Manage his own contacts Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1.3.1 + 1.1.3 + 1.1 + 1.
1.1.3.1.1 Manage All Contacts Manage Menu Collection Cases - page Collection Cases (520:1001) 1.1. 3.1.1 + 1.1.3.1 + 1.1.3 + 1.1 + 1.
1.2 Create cases in user's tax division Manage Menu Collection Cases - page Collection Cases (520:1001) 1.2 + 1.
1.2.1 Create Cases in any tax division Manage Menu Collection Cases - page Collection Cases (520:1001) 1.2.1 + 1.2 + 1.