Introduction

Credit Hound 3.28 and later uses a user security model which allows you to restrict standard users from performing administrative tasks such as creating and editing companies, rules, reports and letters. This document details the roles that are available and the functionality available to each role.

Applies to

Credit Hound, Credit Hound Express for Sage 50

Roles

Credit Hound Main Application

Task

Administrator

Manager

Standard User

Restricted User

BI Standard

BI Restricted

Notes

Logon to the application

Y

Y

Y

Y

Y

Y

Synchronisation

Performing a full synchronisation.

Y

Y

Y

Y

Y

Y

Performing an optimised synchronisation

Y

Y

Y

Y

Y

Y

Home Screen

Access to all metrics.

Y

Y

Y

Y

Y

Y

Accounts List & Aged Debt List

Access to list of accounts.

Y

Y

Y

Y

Y

Y

Changing the account group.

Y

Y

Y

Changing the account category.

Y

Y

Y

Customising the column visibility.

Y

Y

Y

Various columns on the grid can be added and removed from a user’s view. Columns can be configured for the current user by another user with sufficient privileges.

Export to Excel

Y

Y

Y

Y

Y

Y

Calendar

Day view, week view, month view & list view.

Y

Y

Y

Y

Y

Y

Option to see diary entries of other users.

Y

Y

Y

Y

The option to view all diary entries must first be enabled in the Manager.

Option to see a separate or merged view of all the users’ diary entries.

Y

Y

Y

Y

The option to view all diary entries must first be enabled in the Manager.

Account View & Chase Screen

Chasing an account for money.

Y

Y

Y

Y

Putting accounts on and off stop.

Y

Y

Y

Y

Changing the category of an account.

Y

Y

Y

Changing the group of an account.

Y

Y

Y

Customising the screen view.

Y

Y

Y

The screen can still be customised for the current user by a user with sufficient privileges.

Adding and editing account contacts.

Y

Y

Y

Y

Y

Y

Deleting an account contact.

Y

Y

Y

Converting an account contact to a custom Credit Hound contact.

Y

Y

Y

Y

Y

Y

Custom contacts can store extra information against a contact which the accounting system does not support.

Setting the default contact on the account.

Y

Y

Y

Y

Y

Y

Adding notes to the account.

Y

Y

Y

Y

Y

Y

Viewing invoices and credit notes.

Y

Y

Y

Y

Y

Y

Adding a call back during a chase.

Y

Y

Y

Y

Y

Adding a dispute during a chase.

Y

Y

Y

Y

Y

Resolving a dispute.

Y

Y

Y

Y

Y

Y

Rules & Actions

Ability to add, edit and remove rules.

Y

Y

Import, export and copy rules.

Y

Running rules.

Y

Y

Y

Y

Letters & Reports

Editing reports & letters.

Y

Y

Y

Removing letters and reports

Y

Importing, exporting & copying letters and reports.

Y

Running a report.

Y

Y

Y

Y

Y

Y

Checking for Updates

Manually checking for updates.

Y

 

Credit Hound Manager

Task

Administrator

Manager

Standard User

Restricted User

Notes

Logon to the Credit Hound Manager

Y

Y

Module Setup

Setup of database and accounting modules

Y

Configuration Settings (General)

Start-up Wizard.

Y

Allows a user to create a company and add new users.

Changing the Credit Hound shared data path.

Y

Allows a user to configure where the shared data for Credit Hound is located.

Configuration Settings (Advanced)

Account synchronisation options.

Y

Allows a user to choose whether they wish to perform a synchronisation when viewing and chasing an account.

Changing the SQL Command Timeout.

Y

Allows a user to set a global SQL command timeout value which increases the duration Credit Hound will wait before raising a timeout error for long running commands.

Company Setup

Adding, editing and removing a company.

Y

Allows a user to configure database and accounting system connection details for a Credit Hound company.

Changing the accounting connector for a company.

Y

Used to change the accounting link when a user upgrades their accounting system.

User Setup

Adding, editing and removing a user.

Y

Assigning a user to a company.

Y

Restricts which users can see various companies.

Self Chasing Setup

Enabling Self Chasing for the current user.

Y

Configures Self Chasing to start-up when the current user logs onto the machine. An Administrator can enable Self Chasing for a user without permissions.

Setting the polling interval.

Y

Defines how often Self Chasing will check to determine whether a sequence needs to be run.

Automatic Updates

Enabling automatic updates.

Y

Sets the option which allows Credit Hound to automatically check for updates.

Manually checking for updates.

Y

Allows a user to manually check for updates.

Licence Manager

Entering the licence key.

Y

Chasing Environment

Changing the global chasing style.

Y

A global setting which determines how users will chase for money (Account Mode or Transaction Mode).

Calendar Environment (Configuring Outlook Integration)

Enabling and disabling Outlook integration for users.

Y

Credit Hound will synchronise diary entries to and from Microsoft Outlook.

Calendar Environment (Preferences)

Allow all users to see everyone’s diary entries.

Y

Enable reminder sounds.

Y

Calendar Environment (Diary Completion and Synchronisation)

Auto-complete diary entries for paid call backs.

Y

Auto-complete diary entries for paid disputes.

Y

Auto-resolve paid disputes.

Y

Auto-complete diary entries for paid call backs during synchronisation.

Y

Auto-complete diary entries for paid disputes during synchronisation.

Y

Auto-resolve paid disputes during synchronisation.

Y

Company Configuration

Editing company details such as the name, address and telephone.

Y

Y

Adding, editing and removing a company contact.

Y

Y

Company contacts are used to assign and copy disputes to users within the company.

Adding, editing and removing account groups.

Y

Y

Used to restrict accounts to users belonging to an account group.

Assigning account groups to accounts.

Y

Y

Assigning account groups to users.

Y

Y

Adding, editing and removing account categories.

Y

Y

Adding editing and removing suggested objections.

Y

Y

Adding editing and removing call backs

Y

Y

Adding editing and removing disputes

Y

Y

Assigning suggested objections to call backs and disputes.

Y

Y

Setting up archives to view invoices and credit notes.

Y

Settings for creating end of chase diary entries.

Y

Company Configuration (Ageing)

Synchronising ageing options with the accounting system.

Y

Setting the ageing options such as the method of ageing (Calendar Monthly, Document Date and Due Date).

Y

Configuring the ageing periods.

Y

Company Configuration (Self Chasing)

Enabling self chasing for the company.

Y

Adding, editing and removing Self Chasing sequences.

Y

Company Configuration (Analysis Codes & Lookup Lists)

Adding, editing and removing analysis codes

Y

Ordering analysis codes

Y

Adding, editing and removing lookup lists

Y

Company Configuration (Currency)

ISO Currency Code matching.

Y

Currency Formatting Options.

Y

Knowledge Base Article Details

Related Product

Credit Hound, Credit Hound Express for Sage 50

Reference Number

KBA-03-02-007

Document Date

07/04/2015

Original Author

Vince Hodgson

Document Version

1.0

Last Updated

20/08/2015

Update Author

 

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