How to Create a User Code

1. From the menu bar of CollectMax, select Definitions, Codes, User from the pop-up menus.

4. On the Log In Tab, tab to or Click in the User ID field. Type in a 3 Character Code. Usually, this would be the Users Initials.

Note: Users will be prompted to enter their personal passwords when they login for the first time.

Disallow Logon: check this box if to stop the user from being able to login into CollectMax with this code.

Disallow Multi-Instance: check this box to stop the user from running multiple copies of CollectMax at the same time on the same Workstation.

Set Auto Logoff Time: check this box to set a time that CollectMax will automatically shut down. A Time to Logout will be displayed. Enter the time in HH:MM:SS AM/PM format.

Note: User will be logged out at the time selected unless they are running a long process. Logout time should be adjusted if the users schedule changes.

8. Help Notices: Show Help Notices are always set to be displayed. This allows help tips to be displayed in the lower right corner of the CollectMax screen where available. To turn this option off, click the

button.

9. View Inactive Accounts: Check this box if the user needs to always see the inactive accounts in the Account Find Screen.

10. Prompt User:Check the

boxe for and enter a comment in the blank field to be displayed when a users exits an account. For Example: Did you remember to add an action to this account? or Did you remember to change the status?

12. Label Preferences: Select the users proper Label List, Label Printer Default and Label Template Default. See Setting up a label template & user preferences for instructions in setting up these options.

13. Maximum Daily Reviews: The ability to set the number of Daily Reviews has been added in Version 10. See Review Limits by User Code. For more information, please contact our Sales Department.

15. Select the appropriate Team from the

list. See System Security for information on teams and security options.

16. Supervisor: If this user should be a supervisor, check the

box. This box will only be available for modification if the user adding the code is a supervisor.

17. Allow Security Modifications: If this user should be allowed to modify security rights, check the

box. This box will only be available for modification if the user adding the code is a supervisor.

18. Record Login and Logout Events: This will record when this user logs in and logs out in the User Login Information section of CollectMax. Check the

box to record these events. See MaxSecurity for the ability to get reports of these events.

19. Disallow History Note Modifications: Check the

box to keep this user from modifying other users history notes.

20. Disallow Manual Modification of other Users Actions: Check the

box to keep this user from modifying any other action but the actions they are responsible for.

21.Disallow Manually Closing Accounts: Check the

box to keep this user from manually closing accounts. This will not apply to Batch processes or Letters.

22. Disallow Clearing of the DNC settings: Check the

boxes next to the settings you would like to keep the user from updating.

23. Allow to Unmask PII (Personal Identifying Information) data on Reports: Check the

box to print reports without Masking of PII data such as Reference or Social Security Numbers.

24. Disallow Manually Re-Opening Accounts: Check the

box to not allow the user to reopen accounts manually by changing the status.

Note: This will not limit the users ability to update status codes by Batch Process, Letter, Interfaces or other mass account processes or automated processes.