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  • LP3 LMS – User Info Screen

LP3 LMS – User Info Screen

Config: User Info Screen Options

  1. Edit/View Disclosure Panel
    • Add User – Button
      • User Info – StackPanel
        • First Name – Textbox
        • Last Name – Textbox
        • Login id – Textbox
        • Role – ListBox
        • Email – Textbox
        • Mobile – Textbox
        • Office Phone Ext – Textbox

           

      • Password – Stack Panel
        • Password – Textbox
        • Confirm – Textbox

           

      • Advanced – Stack Panel
        • Active – Checkbox
        • Failed login – Infobox
        • Locked out until – Infobox

           

      • Collect Account StackPanel
        • Last Stop Infobox

           

      • Accounting –  StackPanel
        • Drawer – ListBox

           

    • Show Inactive Logins – Button
      • Edit/View – Button
    • Permissions – Button: Opens Permissions Window
       User Roles: Clerk, Manager,
      Supervisor, Home Office & Custom

       

      • Customer Area – StackPanel
        • Create Account – CheckBox
        • Renew Loan – CheckBox
        • Renewal Restriction Override – CheckBox
        • Loan Reversal – CheckBox
        • Edit Loan Charges/Pay Amt – CheckBox
        • Edit First Payment Date – CheckBox
        • Make Payment – CheckBox
        • Reverse Payment – CheckBox
        • Post Credit – CheckBox
        • Edit Payments – CheckBox
        • Defer Payments – CheckBox
        • Create Contact – CheckBox
        • Create Home Address Insert – CheckBox
        • Create Work Address Insert – CheckBox
        • Create Special Letter – CheckBox
        • Create ASCII Letter – CheckBox
        • View Old Record – CheckBox
        • Print Screen – CheckBox
        • View Details – CheckBox
        • Edit Customer Info – CheckBox
        • Create Inquiry – CheckBox
        • Print Note – CheckBox
        • Print Privacy – CheckBox
        • Print Receipt – CheckBox
        • Print Security – CheckBox
        • View All Inquiries – CheckBox
        • View All Contacts – CheckBox
        • Create Callback – CheckBox
        • Edit Mail/Charge Off Codes – CheckBox
        • Edit Demand/Decreased – CheckBox
        • Fee+/Fees – CheckBox
        • Reprint Checks – CheckBox
        • Edit Metro Info – CheckBox
        • Edit NSF Fee – CheckBox
        • Print Documents – CheckBox
        • Make Live Check New & FB Loan – CheckBox
        • Make Live Check BR Loan – CheckBox
        • Edit Custom Name – Button

           

      • Collect Account – StackPanel
        • Last Stop Menu Option – CheckBox
        • Options Menu Option – CheckBox
        • Edit Basic Options – CheckBox
        • Work Basic Options – CheckBox
        • Work Last Stop – CheckBox
        • Edit Custom Name – Button

           

      • Accounting – StackPanel
        • Check Register Menu Option – CheckBox
        • View Docs: Period Report Menu Option – CheckBox
        • View Docs: Loan Register Menu Option – CheckBox
        • View Docs: Check Report Menu Option – CheckBox
        • Print Check – CheckBox
        • Log Check – CheckBox
        • Align Check – CheckBox
        • Edit Balance Menu Option – CheckBox
        • Show Report – CheckBox
        • Edit Balance Menu Option – CheckBox
        • View Docs: Significant Event Report – CheckBox
        • Export to External Accounting – CheckBox
        • Drawer Register Menu Option – CheckBox
        • Close Out Master Drawer – CheckBox
        • Edit Custom Name – Button
      • Credit – StackPanel
        • Regular Report Menu Option – CheckBox
        • Pull Credit Report – CheckBox
        • View Credit Report – CheckBox
        • Save For Later – CheckBox
        • Create ECOA Letter – CheckBox
        • Make Loan – CheckBox
        • Clear – CheckBox
        • Search Menu Option – CheckBox
        • Test Report: Experian Menu Option – CheckBox
        • Test Report: Transunion Menu Option – CheckBox
        • Test Report: Equifax Menu Option – CheckBox
        • Edit Custom Name – Button

           

      • ECOA – StackPanel
        • ECOA Letter Menu Option – CheckBox
        • ECOA Search Menu Option – CheckBox
        • ECOA Test Menu Option – CheckBox
        • Edit Custom Name – Button
      • Mail – StackPanel
        • Daily Letter Menu Option – CheckBox
        • Run Daily Letter – CheckBox
        • Run Count Only – CheckBox
        • Ad Library Menu Option – CheckBox 
        • Create Ad – CheckBox
        • Edit Ad – CheckBox
        • Clear Ad – CheckBox
        • FB Letter Menu Option – CheckBox
        • Run FB Letter – CheckBox
        • Run FB Count Only – CheckBox
        • Audit Letter – CheckBox
        • Mass Solicit – CheckBox
        • Edit Special Letter – CheckBox
        • Text Messages Menu Option – CheckBox
        • Edit Custom Name – Button

           

      • Reports – StackPanel
        • Acc Reports: Period Report Menu Option – CheckBox
        • Acc Reports: Loan Register Menu Option – CheckBox
        • Acc Reports: Check Report Menu Option – CheckBox
        • File Manager: Alpha Report Menu Option – CheckBox
        • File Manager: Delinquency Report Menu Option – CheckBox
        • Mgmt Reports: Contact Report: View Report – CheckBox
        • Mgmt Reports: Contact Report: CSV Button – CheckBox
        • Mgmt Reports: Contact Report: PDF Button – CheckBox
        • Mgmt Reports: Contact Report: PRINT Button – CheckBox
        • Mgmt Reports: Contact Report: Emp Activity Button – CheckBox
        • Mgmt Reports: Contact Report: Emp Graph Button – CheckBox
        • Mgmt Reports: Birthday Report: View Report – CheckBox
        • Mgmt Reports: Raise Analysis: View Report – CheckBox
        • Mgmt Reports: Mail Settings: View Report – CheckBox
        • Mgmt Reports: Promise Analysis: View Report – CheckBox
        • Mgmt Reports: Call Reminder: View Report – CheckBox
        • Edit Custom Name – Button

           

      • Config – StackPanel
        • Printer Setup Menu Option – CheckBox
        • User Info Menu Option – CheckBox
        • Add User – CheckBox
        • Edit Own User Info – CheckBox
        • Edit All User Info – CheckBox
        • Edit User Permissions – CheckBox
        • Show Inactive Users – CheckBox
        • Company Info Menu Option – CheckBox
        • Loan Info Menu Option – CheckBox
        • Misc. Info Menu Option – CheckBox
        • Add Contact Code – CheckBox
        • Edit Contact Code – CheckBox
        • Accounting Info Menu Option – CheckBox
        • Add Credit Bureau – CheckBox
        • Edit Credit Bureau – CheckBox
        • Reset Credit Bureau Password – CheckBox
        • Deactivate Credit Bureau – CheckBox
        • ECOA Info Menu Option – CheckBox
        • View License Info – CheckBox
        • Create License – CheckBox
        • Generate Batch File – CheckBox
        • Edit Accounting Export Codes – CheckBox
        • Edit Custom Name – Button
      • Permissions Save – Button
      • Permissions Close – Button
      • Permissions Create New Role – Button
        • Enter the role name – Textbox
        • Ok[Enter] – Button
        • Cancel[Esc] – Button

           

    • Edit/View User – Button

       

  2. User Security Policy – DisclosurePanel
    • Email 2FA Code – Checkbox
    • User Id maximum length – ListBox
    • Password minimum # of letters – Textbox
    • Change security policy to – ListBox
    • Text 2FA Code – Checkbox
    • Password minimum length – TextBox
    • Password minimum # of digits – TextBox
  3. User Info Exit – Button
  4. User Info Help – Button

Config: User Info Overview Video

Config: User Info Screen

Config: User Info Permissions Screen