Access Control

<< Click to Display Table of Contents >>

Navigation:  Category Buttons > Tools >

Access Control

The Scheduler has four levels of user access setup. Only users with "administrator" authorization have full access to all the features in The Scheduler.

 

Administrator

Has complete access to all The Scheduler functions.

Data Entry

This user type will have access to update client information within a folder. There is limited access to reports and setup information. This user type cannot prepare EFT files.

EFT Supervisor

This user type cannot update client information but does have access to create EFT files for uploading to the bank.

Compliance Officer

Has read only access to client client information and cannot create EFT files. This user type has full access to all reports in The Scheduler.

 

Four IDs are included in the installer. User ID/Password combinations are as follows:

ADMIN / V11 - Super User (Administrator)

DE / DE - Data Entry

RO / RO - EFT Supervisor

CO / CO - Compliance Officer

 

Access Matrix

Category Button

Administrator

Data Entry

EFT Supervisor

Compliance Officer

EFT Folders: Add/Edit/Delete

*

 

*

 

- Client: Add/Edit/Delete

*

*

 

 

EFT Tasks: Preparation

*

 

*

 

- Notifications

*

 

*

 

- Reconciliation

*

 

*

 

Reports

*

*

*

*

- PAC/PAD Authorization Form

*

*

*

*

- Folder List

*

*

*

*

- Client List

*

 

*

*

- Cashflow Projection Report

*

 

*

*

- Transaction Detail Ledger

*

 

*

*

- Reprint Transmission Detail Report

*

 

*

*

- Reprint Notifications

*

 

*

*

- Client Search Report

*

 

*

*

- Client Transaction Receipts

*

 

*

*

- Client Donation Tax Receipts

*

 

*

*

- Client Update Report

*

 

*

*

- System Status Report

*

*

*

*

Tools

*

*

*

*

- Organization Setup

*

 

 

 

- User Preferences

*

*

*

*

- App Information

*

*

*

*

- App Environment

*

*

*

*

- Database Cleanup

*

*

*

*

- Backup / Restore

*

 

*

 

- Delete History

*

 

 

 

- Users

*

 

 

 

Help

*

*

*

*