Access to the AR Credit & Collections interface is granted through the User Setup > Security Profile > Module setting.  Setting the Module to “AR Credit & Collections” for any branch allows a user access to a majority of the functionality in the interface.  Setting the Manager flag will allow a user access to the Customer Settings dialog where they can assign collectors and alert groups to customers, update credit limit data, and update customer contact information within AR Credit & Collections Customer Settings.  Users with the Manager flag set must have appropriate web service security as specified within the Web Service Security Setup for AR Credit & Collections section.

 

Figure 63: Security Profile setup

 

Users that have access to the module but are not Collectors can create tasks and log activity within the module.

 

Access Type can only be “Full” for the AR Credit & Collections module.

 

Refer to the User Setup topic for more information.