There are several different ways in which a user can be set up in Lariat, enabling or denying them access to any part of the system. The Access Levels menu allows the administrator to create and maintain the rules that govern which areas the agents have access.
An access level can apply to a group of users or can be setup for each individual user. Access levels are an important part of the system as they define the areas and functions within Lariat that a user can access. Lariat comes with XX default levels.
To add an access level enter the unique Access level name and Description in the fields and choose Save. The next screen will display the different categories of options to be set for the access level. To edit an access level, simply choose the access level link and the edit screen will be displayed. Below is the breakdown of each category within the access levels area.
Role Categories (why would I search them?)
On the Roles tab you can add or remove options for the selected category:
Global – This category has one purpose, to disallow an entire group of users the ability to log into Lariat. For example, if maintenance should be required in the system, this would be a way to disable the group that uses this access level.
Main Menu - This refers to the main menu tabs across the top of the screen. If a user does not require access to the administration area then uncheck this box. The admin tab will no longer appear for the user(s) and access to the admin area is denied. The same holds true for the Search button that appears on the top right corner next to the main menu tabs.
Admin Menu - This section contains a list of each option on the administrators menu bar. To grant access to a menu item within the admin area, simply check the items that you wish to allow access to and uncheck those which should be denied. *Note: It is not necessary to uncheck all these items if the Admin Menu item is disabled in the Main Menu category.
Call Screen - This category allows you to grant or deny access to the different dynamic panels in the call screen (the top portion of the call screen)
Letters - Since letters can be added or removed within Lariat at any time, this category may contain different letters than what is shown here. If checked, the letter will appear in the letter selection list.
Modules - The modules category is similar to letters in that it displays the available modules. Should more modules be purchased or developed, they will display in this category. This is used to deny or grant access to the different modules.
Reports - Some reports may be associated with an optional add-on module and are only available if the corresponding module is installed. For a full list of reports see the Reports manual.
Call Screen Debtor Information - This category defines what fields on the call screen are editable by the user or display only. When UDFs’ are added they will be added to this category as unchecked.
Debt Status- This defines if your agents can view both Active and InActive debts. The areas affected by this are the Debtor Browse and the Call Screens. An Active or InActive debt is defined by the Working flag on a debt status code.
Agent Queues - Allows the Queue information at the Debtor Browse to be displayed and allows the agent to switch between different queues and search for debtors outside of their queue.
Lariat Support
Call Screen Panels
Admin Items
Status Code
User
Debtor Browse – Allow agents to browse debtors and navigate call screen without updating.
Client Portal
CRM - This is for the CRM sales agents only. They can: delete leads; view sales agent commissions; deactivate clients; export leads; delete lead notes; and see client balance.
Twilio
Reminders
Legal Menu
Actions
Dialers
*Note: The access level for the Lariat Administrator should always have access to everything. Also, the Administrator account should never be suspended.
The Component Configuration tab allows you to add or remove options from screens in each access level for debtor screen, lead screen, suit screen, and client screen.