Understanding Collector Roles and Users

The Collector Administrator is responsible for adding Collector users to the Collector module and assigning those Collector users to roles with added permissions. The Collector Administrator determines the extent of accessibility a Collector user has to the Collector module by the role the Collector user is given and the permissions assigned to the role.

For example, the Collector administrator grants the Collector user the Create/Edit Invoices role containing the Create/Edit Invoices and the View Invoices and Purchase Orders/Blanket POs permissions. The Collector user can open a PO/BPO and create an invoices.

A different Collector user with the role View Invoices and POs/BPOs containing the View Invoices and Purchase Orders/Blanket POs permission can open a PO but cannot see the Create Invoice button. Similarly, a Collector user with View Payments role containing the View Payments permission can open the Payment Type Reference # page and view the payment information but cannot see the View Details button. The Treasury Offset Detail role is a special role because of the sensitivity of the information on the Details page.

The Collector Administrator can also limit which invoices, payments, POs, and BPOs a user can view by selecting the TINs and/or agencies the user the has access to. A TIN or TINs are assigned to Collector users to filter the payments that the Collector users can view.

Users

Collector users are the individuals that use the Collector module within IPP. Each Collector user is assigned to at least one specific role containing one or more permissions.

Collector users without proper permissions to view specific data will receive a message "You do not have permission to view this document or page. Contact your Administrator if you need View permissions".