This article applies to lenders and forwarders


PermissionsCaseworker
Ability to Add, Edit, and Delete Case Updates✅
Ability to Create, Edit, and Assign Cases✅
Ability to Set Case Status✅
Ability to Add, Edit, and Delete Addresses✅
Ability to View & Create Reports✅
Ability to acknowledge repossession of a Case✅
Ability to Approve and Decline Standard Invoices✅
Ability to Set Switch Flip Date✅
Ability to View Claims Queue✅


PermissionsBilling Staff Billing SupervisorBilling Manager
Fee Request and Invoice Bubble Counter Visibility✅✅✅
Access to Accounting Dashboard & Accounting Reports✅✅✅
Visibility to Contracted Service Module (Contracts)✅✅✅
Ability to View Attachments and Invoices✅✅✅
Ability to apply payments to InvoicesX✅✅
Ability to Approve/Decline/Void/Pend Invoices Based on Role Threshold✅✅✅
Ability to utilize MyReport✅✅✅
Ability to Edit and Create ContractsXX✅


PermissionsClaims WorkerClaims Administrator
Ability to Email, Fax, Add, Edit, Delete, and Preview Claim Forms✅✅
Ability to Create a New Claim✅✅
Ability to Add, Edit, and Delete Claim Updates✅✅
Access to Claims Queue and Claims Dashboard✅✅
Ability to Setup Claims SettingsX✅


PermissionsVendor ManagerSupervisorManagerAdministratorTeam Lead
Ability to Manage Employees, Departments, Teams, Roles and PermissionsX✅✅✅✅
Ability to Manage Service Providers ✅✅✅✅✅
Ability to Manage Service Provider's Regions & Coverage Restrictions✅X✅✅X
Ability to Edit Company Profile (ie, update address or logo)X✅✅✅✅
Ability to Assign Service Provider Outside of Coverage Area✅✅✅✅✅
Ability to Mark Debtor as ViolentX✅✅✅✅
Ability to Create, Edit, or Delete Case TagsX✅✅✅✅
Ability to Purchase License Plate DataX✅✅✅✅
Ability to Toggle SSN and Account Number Case RestrictionX✅✅✅✅
Ability to Force Close and Delete CasesX✅✅✅✅
Ability to Create, Edit, or Delete AutomationXXX✅X
Access to Additional ReportingX✅✅✅✅
Ability to Manage Company Credit CardsXXX✅X
Ability to Manage Case TypesX✅✅✅✅
Ability to Blacklist Service Provider✅XXXX


PermissionsSwitch ViewerSwitch Case WorkerSwitch Manager
Visibility to Switch Module✅X✅
Visibility to LPR Queue Panel on Case PageX✅✅
Ability to set Flip DateX✅✅
Ability to Add and Edit Switch Schedules & RulesXX✅


PermissionsMBSiQ Admin
Ability to Access and View MBSiQ Reports✅


PermissionsVendorConnect Client
Ability to Manage Service Providers, Locations, and Employees✅
Ability to Manage VendorConnect Work Queue✅
Ability to View Providers' Company Profiles✅
Ability to Edit VendorConnect-specific Company Profile✅