Overview
Client Access Configuration determines which features, information, and actions are available to Client Access users.
Each Client Access User Interface template contains a Client Access Configuration section where administrators can enable features and configure what users can access throughout Client Access.
Go to Setup → User Interface → Client Access.
Select a Client Access User Interface template, configure the desired settings, and click Apply to save changes.
Please Note
Client Access Configuration controls feature availability. To configure which fields are visible or required throughout Client Access, see Configuring the Client Access User Interface (UI).
Client Access Configuration
Field | Description |
|---|---|
User Interface Template | Select the Client Access User Interface template to configure. |
Account Creation
The Account Creation section controls whether Client Access users can create new accounts and the information available during account creation.
Setting | Description |
|---|---|
Enable Add Account | Allows clients to create new accounts. |
Enable Itemization | Allows clients to add itemization information when creating accounts. |
Enable Itemization Transactions | Allows clients to enter individual itemization transactions. |
Enable Cancel Account | Allows clients to cancel accounts. |
Enable Disputes | Allows clients to create, view, and manage disputes. |
Fields | Select the account fields clients can view or enter. |
Itemization Transaction Types | Select the itemization transaction types clients can enter. |
Search
The Search section controls whether Client Access users can search for accounts and which search criteria are available.
Setting | Description |
|---|---|
Enable Account Search | Allows clients to search for accounts. |
Fields | Select the search fields available to clients. |
Available search fields may include Account Number, CAN, Group Identifier, Client Code, Assigned Date, Status Code, Case Number, Bankruptcy Case Number, Misc 015, Principal Balance, Principal Assigned, Debt Group, Debt Flag, Name, SSN, Phone, Address, Email, Driver's License, Date of Birth, Employer, Forwarding, and Check.
Please Note
If Enable Account Search is enabled but no search fields are selected, users can access the Search page but no search options will be available.
Forms
The Forms section controls which forms are available to Client Access users.
Setting | Description |
|---|---|
Forms | Select the forms available to clients. |
Notes
The Notes section controls access to account notes.
Setting | Description |
|---|---|
Show Notes | Allows clients to view notes. |
Types | Select the note types available to clients. |
Fields | Select the note fields available to clients. |
Demographics
The Demographics section controls demographic information available to Client Access users.
Setting | Description |
|---|---|
Show Demographics | Allows clients to view demographic information. |
Types | Select the demographic types available to clients. |
Fields | Select the demographic fields available to clients. |
Addresses
Setting | Description |
|---|---|
Show Addresses | Allows clients to view address information. |
Fields | Select the address fields available to clients. |
Phones
Setting | Description |
|---|---|
Show Phones | Allows clients to view phone information. |
Show Phone Logs | Allows clients to access phone log documents. |
Fields | Select the phone fields available to clients. |
Emails
Setting | Description |
|---|---|
Show Emails | Allows clients to view email information. |
Fields | Select the email fields available to clients. |
Bundle
Setting | Description |
|---|---|
Show Bundle | Allows clients to view bundle information. |
Fields | Select the bundle fields available to clients. |
Transactions
The Transactions section controls which transaction information Client Access users can view and which transactions they can submit.
Setting | Description |
|---|---|
Show Scheduled Payments | Allows clients to view scheduled payments. |
Show Transactions | Allows clients to view transactions. |
Show Bundled Transactions | Allows clients to view bundled transactions. |
Show Transaction Types | Select the transaction types available to clients. |
Additional Transaction Fields | Select additional transaction fields available to clients. |
Transaction Approval Required | Requires client-submitted transactions to be approved before posting. |
Enable Adjustment Posting | Allows clients to post adjustment transactions. |
Enable NSF Posting | Allows clients to post NSF transactions. |
Enable Direct Payments | Allows clients to post direct payments. |
Enable Overpayments | Allows clients to submit overpayments. |
Payment Destination | Select the payment destination used for client-submitted payments. |
Account Documents
Setting | Description |
|---|---|
Show Account Documents | Allows clients to view, upload, and delete account documents. |
Reports
The Reports section controls report access for Client Access users.
Setting | Description |
|---|---|
Allow Running Reports | Allows Client Access Users to run reports they have permission to access. SQL Reports and Inventory Reports are available to the Client Access User when the report's Role matches one of the Permission Roles assigned to the Client Access User. |
Specific Reports | Select the Core Reports you want Client Access Users to be allowed to access. |
Client Visible Action Paths
Setting | Description |
|---|---|
Select Action Path | Select action paths that should be available to clients. |
Documentation
Setting | Description |
|---|---|
Help Link | Enter a URL to override the default Get Help link. |
Copy Template
Setting | Description |
|---|---|
Copy to Template | Copies the current Client Access configuration to another template. |
File Manager Settings
The File Manager Settings section controls access to Client File Manager and File Drop Box.
Field | Description |
|---|---|
Allow access to Client folders in File Manager | Allows clients to access Client File Manager and their assigned Client folder. |
Allow access to File Drop Box | Allows clients to upload files using File Drop Box. |
Please Note
Client Access users automatically open in their assigned Client folder. The assigned folder remains visible in the folder list, allowing users to quickly return to it while navigating Client File Manager.
For additional information about File Manager, File Drop Box, and File Search behavior, see Client Access User File Manager.