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As a Collector Administrator, you assign roles containing Collector module permissions during Collector user creation and modification. Roles include permissions for specific functionality, such as the ability to create invoices and view payment information. IPP provides two role types:
Default - IPP supplies Default roles containing permissions that you cannot change.
Custom - You can create Custom roles by assigning specific permissions to the role.
An example of a Custom role is a Backup Administrator role with only the Administrator permission. A Collector user with this role is allowed to manage user profiles, roles, company information, system preferences, and specific Agency Directory functionality. The Backup Administrator role would not have access to purchase order, invoice, or payment functionality and data.
Note: The Administrator role contains all four available permissions, granting user’s with this role full access to Collector Module functionality.
The IPP Collector module provides an administrative function known as Admin. The initial IPP Collector Administrator for each organization is set up with the Administrator role. The Collector Administrator performs the following tasks:
Create and edit users, including name, telephone number, and e-mail address as well as modify a Collector user's Notification Schedule.
Assigns roles to users, which permit a Collector user to view certain Collector tabs and pages, based on a Collector user’s job responsibilities within the organization.
Sets the Invoice Submission Delay to allow for editing of invoices before submission to an agency
Updates information concerning the company name relating to a Tax Identification Number (TIN) or IPP ID. A TIN is a tax identification number the Internal Revenue Service (IRS) uses in the administration of tax laws
Note: If the Collector Administrator modifies a Collector user's e-mail address, please contact IPP Customer Service. If a Collector user forgets their password, the Customer Service representative (CSR) uses the e-mail address as confirmation that the user has access to IPP.
The Collector Administrator has all view rights against accounts except Treasury Offset Detail, which is a separately assigned role.
This default role can be given to a Collector user or even to the Collector Administrator. The Treasury Offset Detail role gives the Collector user permission to view payments and associated details of payments that have been offset by Treasury Debt Management Services. This role restricts other Collector users access to sensitive details about government debt(s).
Allows the user to view all payments on the Payments page, search for payments using advanced and quick searches, and view payment related documents; however, this Collector user cannot view the Treasury Offset Detail page.
Allows the Collector user to view all invoices, purchase orders, and Blanket POs on the associated tabs, advanced and quick searches as well as related documents. This role also allows the Collector user to view the Aging Detail and Overdue Invoices reports.
Allows the Collector user to view all invoices, POs, and BPOs on the associated tabs, advances and quick searches as well as related documents, create invoices or credit memos from a PO or BPO, edit invoices\credit memos, clone invoices\credit memos and upload eFile invoices\credit memos.
Allows the Collector user to view payments, invoices, purchase orders, and Blanket purchase orders, and create and edit invoices.