Administrative: Menu Options and Features

Administrative Menu

• Overview
• Options & Features
• Users
• Roles
• Role Examples
• Edit & Assign Roles
• Departments

Step 1: Create a User

1. Once created, the User will receive an email to validate their access and set a password in the login screen of OLS 4.3

Step 2: Assign the User to the Client

Step 3: Create a Role – 2 methods

1. Name the role based on the user’s job title, and assign permissions for all of the specific job responsibilities

   EXAMPLE: Role: CSR1

   Permissions: Search Accounts, Payments, Recurring Payments & Statements; Create Payments & Recurring Payments; Edit & Cancel Recurring Payments
2. Name the role based on a group of permissions

   EXAMPLE:

   Role: View & Search Permissions: View Role & Statement; Search Statement, Accounts, Payments, Recurring Payments & Transactions
   Role: Create, Edit & Reverse Permissions: Create Payments & Recurring Payments; Edit Recurring Payment; Reverse Payment; Delete Recurring Payments

Step 4: Assign the Role to the User

1. Assign the specific job title role to the User with these job responsibilities
2. Assign several roles to a User based on their job responsibilities