Employee Types with Permissions : MBSi Corp.

This article applies to lenders and forwarders

Permissions	Caseworker
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	✅

Permissions	Billing Staff	Billing Supervisor	Billing 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 Invoices	X	✅	✅
Ability to Approve/Decline/Void/Pend Invoices Based on Role Threshold	✅	✅	✅
Ability to utilize MyReport	✅	✅	✅
Ability to Edit and Create Contracts	X	X	✅

Permissions	Claims Worker	Claims 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 Settings	X	✅

Permissions	Vendor Manager	Supervisor	Manager	Administrator	Team Lead
Ability to Manage Employees, Departments, Teams, Roles and Permissions	X	✅	✅	✅	✅
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 Violent	X	✅	✅	✅	✅
Ability to Create, Edit, or Delete Case Tags	X	✅	✅	✅	✅
Ability to Purchase License Plate Data	X	✅	✅	✅	✅
Ability to Toggle SSN and Account Number Case Restriction	X	✅	✅	✅	✅
Ability to Force Close and Delete Cases	X	✅	✅	✅	✅
Ability to Create, Edit, or Delete Automation	X	X	X	✅	X
Access to Additional Reporting	X	✅	✅	✅	✅
Ability to Manage Company Credit Cards	X	X	X	✅	X
Ability to Manage Case Types	X	✅	✅	✅	✅
Ability to Blacklist Service Provider	✅	X	X	X	X

Permissions	Switch Viewer	Switch Case Worker	Switch Manager
Visibility to Switch Module	✅	X	✅
Visibility to LPR Queue Panel on Case Page	X	✅	✅
Ability to set Flip Date	X	✅	✅
Ability to Add and Edit Switch Schedules & Rules	X	X	✅

Permissions	MBSiQ Admin
Ability to Access and View MBSiQ Reports	✅

Permissions	VendorConnect 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	✅

Employee Types with Permissions Print