| Premier Permissions Role/Group --ยป
|
Admin can enable / disable in Role Permissions |
Collector |
Collections Manager |
Credit Analyst
I |
Credit Analyst
II |
Credit Analyst
III |
Credit
Supervisor |
Credit
Manager |
Admin |
Sales |
IT Support* |
| Approval Authorities |
| Upper Credit Limit |
Yes |
$0 |
$0 |
$5,000 |
$10,000 |
$25,000 |
$50,000 |
Unlimited |
$0 |
N |
N |
| Data Access Permissions |
| Order Domestic D&B Reports |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Order International D&B Reports |
Yes |
N |
Y |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Order D&B Country Risk Reports |
Yes |
N |
Y |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Order Standard D&B Investigations |
Yes |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Order D&B Priority Investigations |
Yes |
N |
Y |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Order Equifax Business Reports (if workspace is enabled) |
Yes |
N |
Y |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Order D&B SBRI Reports (if Module is licensed) |
Yes |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Order D&B SBFE Reports (if Module is licensed) |
Yes |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
| View D&B Fraud Risk Reports (if Module is licensed) |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Account Manager Permissions |
| Account Manager Module |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
Create Accounts from Scratch
(not Import) or Edit |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Delete Accounts |
No |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Reevaluate Accounts |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Report on Accounts |
Yes |
N |
Y |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Set Manual Review Dates |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Edit Account Review Preferences |
No |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Decision Maker Permissions |
| Decision Maker Module |
No |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
| Create or edit credit applications |
Yes |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
| Delete Applications |
No |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Re-Decisioning Credit Applictaions |
Yes |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Reporting on Applications |
Yes |
N |
N |
N |
N |
Y |
Y |
Y |
Y |
N |
N |
| Account Manager & Decision Maker Shared Permissions |
| View Credit Terms |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Edit Credit Limit |
Yes |
N |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
N |
| Edit Payment Terms & Early Payment Discount |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Recommended Action/Decision |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
| View Documents |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Attach or detach documents |
Yes |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
Y |
N |
| Adding Financial Statements |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Editing or Deleting Financial Statements |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| View Custom Scores |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| View Audit Trail |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Electronic Credit File Permissions |
| Print ECF |
Yes |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| E-Mail ECF |
Yes |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Convert ECF to PDF |
Yes |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Create Snapshot |
No |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Request Financials |
Yes |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
N |
| Administration Permissions |
| Administration |
No |
N |
N |
N |
N |
N |
N |
N |
Y |
N |
N |
| User Administration |
No |
N |
N |
N |
N |
N |
N |
N |
Y |
N |
N |
| Set Credit Policy (Rules/Scores) |
No |
N |
N |
N |
N |
N |
N |
N |
Y |
N |
N |
| Run Automated Account Reviews |
No |
N |
N |
N |
N |
N |
N |
N |
Y |
N |
N |
| View Notes Permissions |
| View Private Message |
n/a |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| View Public Message |
n/a |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
| View Credit Manager Only Message |
n/a |
N |
N |
N |
N |
N |
N |
Y |
Y |
N |
N |
| Enter Notes |
Yes |
N |
Y |
Y |
Y |
Y |
Y |
Y |
NA |
Y |
N |
| Customer Integration Administration * |
| Configure Import/Export |
No |
N |
N |
N |
N |
N |
N |
N |
N |
N |
Y |
| Upload AR data file |
No |
N |
N |
N |
N |
N |
N |
N |
N |
N |
Y |
| View Event Logs |
No |
N |
N |
N |
N |
N |
N |
N |
N |
N |
Y |
| Upload PGP keys |
No |
N |
N |
N |
N |
N |
N |
N |
N |
N |
Y |
| View Templates |
No |
N |
N |
N |
N |
N |
N |
N |
N |
N |
Y |
