Operator Sample - System Operator
This sample shows a System Operator setup. A System
operator would need access to the Main Menu and would
generally have more access than other operators using
Collect!. The effect of the settings shown on the Operator
form in this sample are explained in further detail below.
System Operator with Details
The Operator Name is the user's Alias, the name that may
be printed on letters and reports. The Operator Actual Name
is not printed on any of the sample letters or reports.
This user's Operator Title is currently printed in the signature
of many sample reports. The Phone Number and Email Address
may also be used for reports. The Private Phone is not printed
on any sample letters.
This user has not been assigned a Commission Rate,
therefore Collect! will not calculate any commission
for this operator.
The Operator Type is set to SYSTEM which instructs Collect!
to take the user to Main Menu on signing in.
Main Menu
System Operator Details
In the Operator Detail tab:
The Messaging is set to NORMAL. This means Collect! will
prompt twice for most important functions, such as deleting
forms.
Printing is set to DEVICE CONTEXT. In other words, Collect!
will use printer driver information when sending report jobs
to the printer.
The Automatic Recalc switch tells Collect! to automatically
recalc any Active debtor when the account is opened.
The Notes color field is set to BLUE. Any notes lines visible
when looking at a debtor will be displayed in this blue color
for note lines with this operator's ID stamp (OWN). The
Notes color is visible before opening the Debtor Notes.
System Operator OWN Notes in Blue
System Operator Security
In the Operator Security tab:
System Operator Security Settings
The User Level is set to 10, a very open user level. This user
will be able to access virtually every aspect of Collect!. For
example, notice that this user level has is able to edit any
field on the Debtor form displayed above.
The Allow Browser Signon check mark enables this user
to access Collect! through the Internet, or through a browser.
There are many other settings in Operator Security
that relate to passwords, to account access control and to
special Web Host settings. Press F1 for details about
these fields.
See Also
- Operator Basics - Introduction/Accessing
- Operator Samples
- Operator Security
- Operator Detail
|
Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.
Please click this link to send us your comments: helpinfo@collect.org