Setting up a User as a Collector in
Collections
1.
Make Sure they have an
account
a.
System
Admin > Security > Define > User
2.
Add the user as an
Employee
a.
Global
HRMS Manager > People > Maintain
b. Create Employment
c. Enter User Details
d. Save
3.
Assign the Employee to a User
Login Account
a.
System
Admin > Security > Define > User
b. Add Employee Name in Person field
c. Save
4.
Import Resource
a.
Turn off Custom Code: Help > Diagnostics > Custom Code
b.
CRM
Resource Manager > Maintain Resources > Import Resources
c. Search for your employee record
d. Start Import
e. Select the Role to assign
to Apply (Collections Agent)
f.
Import and Save
g. Turn on Custom Code
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