Agent Preferences

Payment Plans Override Agent and Agent Day Limit

• When an account is saved and has a payment plan, assign the account to the agent(s) listed on the payment plan.

Worklist Override Agent and Agent Day Limit

• When an account is saved and is in a worklist, assign the account to the primary agent listed in the worklist.

Use Payment Plan Agent for Commission

• When a payment is made on an account with a payment plan, give the commission to the agent(s) on the plan, not the account.

Force Users to Enable Multi‑Factor Authentication

• When enabled, all agents are required to use Multi‑Factor Authentication (MFA) when accessing the system.

Primary Agent Default Day Limit

• Defines the default for the period of time the Primary Agent may continue to work the account?

• Enter a numeric value (for example: 7 for 7 days or -1 for no daily limit).

Secondary Agent Default Day Limit

• Defines the default for the period of time the Secondary Agent may continue to work the account?

• Enter a numeric value (for example: 7 for 7 days or -1 for no daily limit).

Split Commission Default

• Sets the default commission split percentage when there is a primary and a secondary agent both working an account.

• The value in this field defines the portion of commission to be received by the primary agent. The balance would be received by the secondary agent.

Minimum Password Length

• Defines the minimum number of characters required for user passwords.

• If left empty, the default of twelve characters is required.

• Accepted password characters   !  #  $  *  .  -  _  ^  %  ?  =  @  &  ,  ;  <  >  =  ~  

Maximum Session Time

• Controls how long a user session can remain idle before the system automatically logs the user out.

• If left empty, the default is 30 minutes.