How To Setup A Client Operator
This sample shows a Client Operator setup. A Client Operator is a client of yours whom you allow to sign into Collect!, either
directly, or through the web host. This operator setup takes the operator to the Client # assigned to them. Once there, they
have very limited access to Collect! according to the User Level they are given. The effect of the settings shown on the
Operator form in this sample are explained in further detail below.
Client Operator
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 sample letters or reports.
This user's Client # is the Client Number of the Client record you wish to allow the operator to access. They will not be able
to look at any other Client record or other debtors belonging to any other clients.
The Operator Type has been set to CLIENT and the Client # field is now visible under the field labeled 'Actual'.
You must enter a valid Client # in the Client # field when you are creating a Client Operator.
Client Form for the Client Operator
If you leave the Client # blank, Collect! will not allow the Client operator to sign into Collect!.
Client 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. However, User Level 98 should not be able to delete records, by default.
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 selected to PURPLE. Any notes lines visible when looking at a debtor will be displayed in this purple
color for note lines with this operator's ID stamp (CL1). The Notes color is visible before opening the Debtor Notes.
Debtor Form with Notes Color for the Client Operator
Client Operator Security
In the Operator Security tab:
Client Operator Security Settings
The User Level 98 is a Guest user level sample. This user is extremely limited while using Collect!. For example, notice that
for this user level, fields on the Client and Debtor forms displayed above, are grayed out. The user may view the contents but
cannot change anything. However, the user may enter note lines for the debtor.
You can also enable your Client Operator to search for records in the database. They will only see their own records.
The SECURITY switch is switched ON with a check mark for this operator. For more information on working with security,
please refer to How to Restrict Access to Accounts.
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.
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