User logins
The Collector System controls access to menus and routines for assigned tasks and jobs using a unique user login. If you use role profiles or data access profiles, the user login can also control what accounts and/or fields a user can access.
For more information, see:
You can use settlement rules to dictate what accounts are eligible for settlements and the amount a user can offer to pay. If you want to use profiles or settlement rules, we recommend you configure them before creating your user logins since you need to assign the profile names in the User Login screen. For more information, see Defining settlement rules.
Most of the work related to setting up user logins is determining what information a user should have access to and setting the user login parameters accordingly.
The user login can be up to 12 characters long. However, do not use any five-character user logins or passwords as these are reserved for use by Finvi.
After you select a user login, you need to configure its parameters in the User Login screen, where you can specify what information the user can access using their user login. Examples of types of access you can control include:
- Routines and menus—The Collector System contains multiple levels of menus and routines. In the User Login screen, you can specify menus (and certain submenus and routines) that you do not want users to access. If a user tries to access one of these, the system displays an error message notifying the user that they cannot access the information.
- Inhibiting data and restricting fields—It is important to consider who can access which fields. Some individuals, such as Data Entry personnel, may need to access all fields. To protect sensitive data, but still allow a user access to all fields, The Collector System allows you to restrict employees from viewing certain information. This feature allows employees access to accounts with sensitive data; however, it uses asterisks to conceal fields containing sensitive or restricted data—whether or not data is present. To learn more about concealing specific fields, refer to Creating and changing role profiles.
- Terminal Control Language (TCL)—TCL (pronounced "Tickle") is a special prompt that allows you to enter Recall verbs that perform specific actions in The Collector System database, such as deleting files and listing accounts. If you restrict access to TCL and a user tries to access it, the system displays the message "You are not authorized to access this program. Your name and user login have been recorded."
Follow these guidelines for user logins:
- Always leave the cursor at the user login prompt when you leave your workstation.
- Keep your user login confidential.
- Avoid writing your user login down where others can find it.
For more information about login security or to order an additional login, contact support.