Find Dashboard Panel Permission Role

Updated on 30 Mar 2023
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What Permission Role is required in order to view a specific Dashboard Panel?

Identify Panel from list below
Locate any column on the right where an "X" is entered for that Panel
Review the Column Header to identify the specific Permission and the Permission Roles that Permission is included in

Dashboard Panels, Permissions, and Permission Roles are subject to change which may impact the accuracy of the information below.

Note

Permission Roles often allow many permissions- if a user can't have all of the associated permission, they should not be assigned the Permission Role
Some Permission Roles can only be assigned to an Admin user

PERMISSION: Permission Roles:	HOME_VIEW_FILES Menu – Home, Manage – Files	HOME_VIEW_RECENT_ACT Menu – Home, Manage – Files, Collector	ACCOUNTING_DASHBOARD Manage - Clients	AGENT_DASHBOARD Collector	AGENT_MANAGER_DASHBOARD Manage – Accounts	DIRECTOR_DASHBOARD Administrator, Manage – Preferences, Manage – Debt Groups	VIRTUAL_AGENT_DASHBOARD Manage – Virtual Agent
Dashboard Panels:
Recent Accounts	X	X	X	X	X	X	X
Agency Fees By Month			X		X	X
Agency Collections			X		X	X
Company Goals			X		X	X
Files To Download	X
Payments By Month (Dollars)			X
Payments By Month (Count)			X
Payments – Last 30 Days (Dollars and Number)			X
Avg Payment Amounts By Hour			X
Avg Payment Amounts By Day Of Week			X
MyCollections				X
Agent Productivity				X
Agent Payments				X
Agent Promises				X
Callbacks				X
My Pace				X
My Goals				X
News				X
Agents Summary (MTD)					X
Daily Worklist Summary					X
Collected Amounts / Per Client						X
Company Pace						X
Placements						X
Agency Productivity						X
VA Bailouts							X
Virtual Agent Productivity							X
VA Pace							X
VA Goals							X

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