Find Dashboard Panel Permission Role

  • Updated on Mar 30, 2023
  • Published on Dec 23, 2022
  • 1 minute(s) read
  • Gina Magana
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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 AccountsXXXXXXX
Agency Fees By Month  X XX 
Agency Collections  X XX 
Company Goals  X XX 
Files To DownloadX      
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