User Information Page

The User Information page displays information about a selected Collector user. It includes personal information, role assignments, TIN/IPP ID permissions, Agency permissions, and notifications that are sent out to the user.

The information in the following table describes the fields on the User Information page.

Field Name	Description
First Name	User's first name.
Last Name	User's last name.
Middle Name	User's middle name.
Email Address	User's email address. Each Collector user must have a unique email address. This field is editable. If you subscribe Collector user’s to notifications, IPP sends the notifications to this address.
Phone Number	User's phone number.
Disabled	Displays a check mark if the Collector user is disabled and can no longer access the Collector module. The "Disabled" status means either the user is: Inactive - Temporarily unable to log in and can be changed back to an Active status by Collector Administrator or IPP Customer Support. Disabled - User is locked out of IPP and can only be enabled by IPP Customer Support.
User ID	Displays the Collector user's username to access the Collector module. IPP generates the User ID when the Collector Administrator creates the user. This field is read-only.
User Role Assignments
Role Name	Displays Default and Custom role names, where the name is a link to the View Role page. The checkbox preceding the Role Name is editable and is the mechanism for assigning and un-assigning roles to the Collector user.
Description	Describes the role.
View Payment TIN/IPP ID Permissions
View all TINs/IPP IDs View the selected TIN(s)/IPP IDs below.	View All TIN(s): This option allows the Collector user to view payment information for all TINs or IPP IDs. This is the default. View the selected TIN(s) below: This option makes the Assign TIN – View Permission section available, where you select the TINs associated with the payments the Collector user can view. It limits what the user can view on payment pages, search results, notifications and reports. Note: TIN (Tax Identification Number) is a government issued identifying number used for tax purposes in the United States. IPP masks the first five digits of TINs displayed on this page. An IPP ID is a unique number generated and assigned by IPP to a Collector who does not have a TIN, such as a Collector based outside of the United States.
Limits the user to view only the selected TINs/IPP IDs.
Assign TIN - View Permission
	Displays a check mark if user can view only specific TINs /IPP IDs.
TIN/IPP ID	Displays the TIN(s) or IPP ID(s) associated with your company’s IPP Collector account TIN(s) or IPP ID(s) are available for assignment if you selected the View the selected TIN(s) below option. If you selected the View the selected TIN(s) below option and you do not assign TINs or IPP IDs to the Collector user, the Collector user cannot view any payment information. If you select this option, ensure you also select TIN(s) or IPP ID(s).
Agency view Permission
View all Agencies View the selected Agencies below	View all Agencies: This option allows the Collector user to view information for all agencies matched to your company. It does not grant access to areas they do not have permission to view. IPP selects View all Agencies as the default. For example, if the Collector user’s role is View Payments, they can view payment data for all agencies. It does not grant them access to areas outside of their assigned roles. View the selected Agencies below: This option makes the Assign Agency – View Permission section available, where you can select the agencies the Collector user can view. This section limits the Collector users view within the areas they can access. Using the example above, they can only view payment information for the agencies selected.
Assign Agency - View Permission
	Displays a check mark if an agency user is assigned view permission.
Name	Displays the agency name.
Notification Schedule
Notification	The name of the notification group (usually Defaults).
Description	Describes the notification group.
Message Type	Displays the name of the notification.

Field Name

Description

First Name

User's first name.

Last Name

User's last name.

Middle Name

User's middle name.

Email Address

User's email address. Each Collector user must have a unique email address. This field is editable.

If you subscribe Collector user’s to notifications, IPP sends the notifications to this address.

Phone Number

User's phone number.

Disabled

Displays a check mark if the Collector user is disabled and can no longer access the Collector module. The "Disabled" status means either the user is:

Inactive - Temporarily unable to log in and can be changed back to an Active status by Collector Administrator or IPP Customer Support.

Disabled - User is locked out of IPP and can only be enabled by IPP Customer Support.

User ID

Displays the Collector user's username to access the Collector module. IPP generates the User ID when the Collector Administrator creates the user. This field is read-only.

User Role Assignments

Role Name

Displays Default and Custom role names, where the name is a link to the View Role page. The checkbox preceding the Role Name is editable and is the mechanism for assigning and un-assigning roles to the Collector user.

Description

Describes the role.

View Payment TIN/IPP ID Permissions

View all TINs/IPP IDs

View the selected TIN(s)/IPP IDs below.

View All TIN(s): This option allows the Collector user to view payment information for all TINs or IPP IDs. This is the default.

View the selected TIN(s) below: This option makes the Assign TIN – View Permission section available, where you select the TINs associated with the payments the Collector user can view. It limits what the user can view on payment pages, search results, notifications and reports.

Note: TIN (Tax Identification Number) is a government issued identifying number used for tax purposes in the United States. IPP masks the first five digits of TINs displayed on this page. An IPP ID is a unique number generated and assigned by IPP to a Collector who does not have a TIN, such as a Collector based outside of the United States.

Limits the user to view only the selected TINs/IPP IDs.

Assign TIN - View Permission

Displays a check mark if user can view only specific TINs /IPP IDs.

TIN/IPP ID

Displays the TIN(s) or IPP ID(s) associated with your company’s IPP Collector account

TIN(s) or IPP ID(s) are available for assignment if you selected the View the selected TIN(s) below option.

If you selected the View the selected TIN(s) below option and you do not assign TINs or IPP IDs to the Collector user, the Collector user cannot view any payment information. If you select this option, ensure you also select TIN(s) or IPP ID(s).

Agency view Permission

View all Agencies

View the selected Agencies below

View all Agencies: This option allows the Collector user to view information for all agencies matched to your company. It does not grant access to areas they do not have permission to view. IPP selects View all Agencies as the default.

For example, if the Collector user’s role is View Payments, they can view payment data for all agencies. It does not grant them access to areas outside of their assigned roles.

View the selected Agencies below: This option makes the Assign Agency – View Permission section available, where you can select the agencies the Collector user can view. This section limits the Collector users view within the areas they can access.

Using the example above, they can only view payment information for the agencies selected.

Assign Agency - View Permission

Displays a check mark if an agency user is assigned view permission.

Name

Displays the agency name.

Notification Schedule

Notification

The name of the notification group (usually Defaults).

Description

Describes the notification group.

Message Type

Displays the name of the notification.

Understanding Collector Roles and Users

Users Page

Roles Page

Notification Page