Creating a Custom Role

You may find that the default roles provided by IPP do not match the job responsibilities for all of your Collector users. To better match these responsibilities, IPP allows you to create custom roles and assign permissions to them. The Collector Administrator can create additional roles for a Collector user based on a combination of default permissions.

The permissions that you can assign to a role include:

Administrator - Permits Collector Administrators to manage Collector users, add roles, change company information, view system preferences, and update the Agency Directory.
View Payments - Permits Collector users to view and search payments and download payment remittances.
View Invoices and Purchase Orders/Blanket Purchase Orders - Permits Collector users to view invoices and PO/BPOs, view Invoice and PO Statuses, and download PO Batches.
Create/Edit Invoices - Permits Collector users to view invoices and POs/BPOs, view Invoice and PO Statuses, and download PO Batches, create and edit invoices and credit memos, and upload eFile batches.

To create a role:

From the Admin tab, click Create Role. The Create Role page appears.
Enter a name for the role in the Role Name (Required) field. For example, enter Views all Documents including Treasury Offset Detail.
Enter a description of the role in the Role Description (Required) field. For example, enter user views all POs/BPOs, invoices/credit memos, and payments including Treasury Offset Detail.
Select any of the following: View Payments, and View Invoices, Purchase Orders/Blanket Purchase Orders check boxes.
Click OK.

Note: Once you create a custom role, you cannot delete the role. If you no longer need the role, remove the selection from the Collector user on the User page.