Security Functions Reference

AllowAddCustomDictionary

Add Misspelled Words to Custom Dictionary

Insert

Ability to enable or disable the Add button on the Spell Check window. The Add button allows you to add words to the dictionary that appeared as misspellings.

BackgroundStatusUtility

Utility: Background Processes Utility

Select

Allows users to run the utility to see their own background processes. This function adds the Background Status Utility to the Configuration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up under utilities on their Application Function Bar. If a user does not have permissions for any utility, then the Utilities folder will not show on the Application Function Bar.

BackgroundStatusUtilityOther

Enables to manage other users schedules

Select, Insert, Update, Delete

Allows users to run the utility to see their own background processes as well as the background processes that other users have scheduled. When this function is added, the user will see a drop down in the Background Status Utility banner which will allow them to select the user whose background processes they want to view. If this security function is not listed in a user's security role, then the utility should not show up under utilities on their Application Function Bar. If a user does not have permissions for any utility, then the Utilities folder will not show on the Application Function Bar.

BlockClassicWorkbench

Select

Blocks users from accessing Emplifi Agent Workbench in Classic UI (only if this function is added and Select is unchecked).

CANGeoCodeImport

Utility - Canadian GeoCode Import

Select

Allows users to run this utility. This function will add the Canadian GeoCode Import Utility to the Address Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up under utilities on their Application Function Bar. If a user does not have permissions for any utility, then the Utilities folder will not show on the Application Function Bar.

This utility is used to import GeoCode information (latitude and longitude) for Canadian addresses. This is a separate product from MelissaData and is not included in the Mailers Canada package.

CaseEditAuditTrail

Case Edit - Audit Trail Report

Select

Allows users to view audit trails from within a Case using the Application Menu.

ClearLockout

Utility - Clear User Lockout

Select

Allows users to run this utility. This function will add the Clear Locked Users Utility to the Configuration/Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up under utilities on their Application Function Bar. If a user does not have permissions for any utility, then the Utilities folder will not show on the Application Function Bar.

If IP Lockout is enabled (this locks out the user ID), this utility will allow for the manual unlocking of IP/User IDs that are currently locked out.

FAQList

Select

Allows users to access Knowledge Base FAQs.

FulfillmentBatchExceptionUtil

Utility: Batch Exceptions

Allows users to run the Batch Exceptions utility. This function adds the Batch Exceptions utility to the Fulfillment Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up under utilities on their Application Function Bar. If a user does not have permissions for any utility, then the Utilities folder will not show on the Application Function Bar.

FulfillmentProcessHighChecks

Utility: Batch Print High Value Checks

If the Requires High Value Permit To Print check box is selected on the check enclosure code, and the enclosure is included in the Check Print Document in the Manage Batches utility, this function allows the user to Print, Reprint, or Void the Check Document.

If the user does not have this function, and a Password Override is configured, the system prompts the user when the operation is performed, and the password can be entered to perform the print, reprint, or void.

FulfillmentProcessReprint

Utility: Batch Reprint Check/Coupon Doc

Allows users to print a fulfillment batch if it has already been printed.

FulfillmentProcessVoid

Utility: Batch Void Check/Coupon Doc

Allows users to void documents in the fulfillment batch process utility.

LicenseAdministration

Administration: Application Licensing

Allows users access to the License Installation Utility, Session License Usage Utility, License Report, User License Report, and Concurrent Usage License Report.

PCASLogReport

Select

Report: Database Log Report Allows user to view, change, and create this report in Emplifi Agent.

ReAssociateAddress

Address Maint - Re-Associate Address

Select

Ability to use the "ReAssociate Address" functionality in Address Maintenance.

Reports

Reports View

Allows users to see and access the Reports section in the standard interface.

Resource Post

Select

In the standard interface, allows users to see Resources in the Application Function Bar and to access the page.

SecondaryAddress

Case Edit: Secondary Address

Allows users to view, add, delete, or update Secondary Addresses.

SensitiveDataAudit

Select

When on a case in the standard interface, allows users to see "Sensitive Data Audit" in the Application Menu.

SurveyResultsExportUtility

Utility: Survey Results Export

Select

Allows users to access Survey Results Export Utility.

SystemUserResponsibilities

Utility: User Responsibilities

Select

Allows users to access User Responsibilities Utility.

TextSearchUtility

Select

Allows users to access Category Code Text Search Utility.

UpdatePassword

Set Any Users Password

Select

Ability to update other users' passwords, not including the users own password (includes both DBMS and Web passwords).

UserPost

Select, Insert, Delete

Allows users to view, delete or post entries on standard interface News Feed page. If a user does not have the Select (view) check box selected, News Feed does not show up in the Application Function Bar.

UserPostAdmin

User Post Administration

Select, Insert, Update, Delete, Process

Allows users full access to the standard interface News Feed page. Typically, this function is limited to only a few users.

Utilities

Utilities View

Select

Allows users to view Utilities on the Application Function Bar.

w_admin_favorites

Allows an administrator to use the Manage Favorites feature for viewing, editing, and searching all favorites in the system.

w_address_redaction_utility

Address Redaction Utility

Select, Insert, Update, Delete, Process

Allows the user to process the Address Redaction which permanently removes selected data. Use caution when assigning this function to users.

w_admin_page_access

Access to the Administration section

Select, Insert, Update, Delete, Process

Allows users to access all areas under the Administration section. Typically, this function is limited to only a few users.

w_browse_address_search

Case Entry - Search Address

Allows users to search for an address on a case.

w_browse_infocenter

Case Entry - Search InfoCenter

Allows users to perform a search on InfoCenter entries by pressing F3 from a field in the case.

w_browse_wtb

Case Entry - PowerLocator

Allows users to access PowerLocator (if implemented on the system).

w_case-add-any-text

Add Case Text to any case

Select, Insert

Allows to add Case Text to any case they can open (closed cases and other user's cases included). They can then edit and delete that text later.

w_case-address-_____

Case Entry - Address

Insert

This can be any address type and it defines the permissions for that particular address type.

w_case-batch_id

Case Entry - Batch ID

Update

Ability to update the fulfillment batch ID information on letters and enclosures.

w_case-block-act-close-case

Case Entry - block action - close case

Add this security role to block any actions that close a case based on the codes entered as restrictions. You must add the categories and codes that activate this blocked action. When a Role Restriction function is added to a Role, there are no codes automatically included. This means that the codes should be picked that will inhibit the closing of issues and cases.

w_case-block-act-close-issue

Case Entry - block action - close issue

Add this security role to block any actions that close an issue based on the codes entered as restrictions. You must add the categories and codes that activate this blocked action.

w_case-block-close-case

Case Entry - block close case

Add this security role so when certain codes are entered, the case cannot be closed by selecting "Close" in the Case Status drop-down list. You must add the categories and codes that activate this blocking.

w_case-block-close-issue

Case Entry - block close issue

Add this security role so when certain codes are entered, the issue cannot be closed by selecting "Close" in the Case Status drop-down list. You must add the categories and codes that activate this blocking.

w_case-block-open-case

Case Entry - block open - case

Allows the Emplifi Agent administrator to establish restrictions on case opening based on any category criteria contained within the case. When an Open Restriction function is added to a Role, there are no codes automatically included, which means that the codes should be picked that will inhibit the opening of cases.

w_case-block-other-survey

Restricts a user from editing another user's survey.

w_case_communityinbox

Select, Update

Allows users to view Community Inbox on the Case page. "Select" allows a user access to view Community posts. "Update" allows a user access to update existing posts. The following roles will default to "Select" and "Update": REPNOMAINT, REPMAINT, and FULLACCESS. The VIEWACCESS role will default to "Select" only.

w_case-closed

Case Entry - Closed Case Maintenance

Select, Insert, Update, Delete, Process

Allows users to work with a case that has been closed. "Select" allows a user to view a closed case. "Update" allows them to change existing information. A combination of "Insert" and "Update" allows them to add new items (and update existing info). "Delete" is required to delete items from the case. Also allows the use of the Print and Print Labels buttons from the closed case.

w_case-delete

Case Entry - Case Delete

Select, Update, Delete, Process

Ability to delete a case. This is NOT recommended for most users. In most instances, it is preferable to set a code on the case then mark it as "Closed," so that the data is maintained for historical purposes.

w_case-ecoupon-options

Select

Allows users to choose "Void" in the Enclosure Status field and view the status of e-coupons on a case.

w_case-email

Case Entry - E-Mail Letter

Select, Update, Delete, Process

Allows users to send a case letter as an email and mark it as sent. The Select (View) attribute is used to control the permission.

w_case-enc_unreject

Case Enclosure - Unreject

Update

Allows a user to unreject an enclosure after the status was set to rejected.

w_case-enc_unvoid

Case Enclosure - Unvoid

Update

Allows a user to unvoid an enclosure after the status was set to void.

w_case-enc_void

Case Enclosure - Void

Update

Allows the user to void an enclosure.

w_case-esignature

Electronic Signature Authority

Select

Action verification feature which confirms, for the action it is added to, that the user has permission to perform that action. This function allows the electronic signature feature to be available for the indicated security role. This function gives them the ability to use the protected actions, after re-entering their name and password.

w_case-letter-custom

Case Entry - Letter Custom Column

Update

Allows users to set the Custom/Standard drop-down list on the Letters tab. Controlled by the Update attribute.

w_case-no-delete-issue

Allows users to be prevented from deleting issues on cases when the function is added to a user's role.

w_case-no-old-text

Case Entry - Block Day Old Text Update

Select, Update

Prevents a text entry from being updated the day after it is entered. It can still be changed throughout the day, up until midnight.

w_case-other-attachment

Allows the responsible user of the case to edit or delete case attachments, if the user has w_case_full permission.

This prevents a non-responsible user of the case from editing or deleting an attachment regardless of who originally added the attachment to the case.

w_case-other

Case Entry - Other Reps Cases

Select, Update, Delete, Process

Allows users to view and alter cases assigned to other reps, according to the options selected. Overrides Case Entry Other Reps Text function in the role. This allows update and deletion of text / issues owned by others.

See next row for how this permit works along with w_case-other-text.

w_case-other-text

Case Entry - Other Reps Text

There are many ways to configure this option depending on the outcome you want:

1. w_case-other Select + Update checked; w_case-other-text Update is checked: Agent can edit whole other Case and all Case Text no matter who owns the Case or each Text.

2. w_case-other Select + Update; w_case-other-text is missing OR Update is NOT checked: Can edit whole other Case but no text unless the last_modified_user_code matches the user.

3. w_case-other missing or Select not checked: cannot open the Case to edit it, no matter what the other permits are.

4. w_case-other Select checked, Update not checked; w_case-other-text setting is ignored, no text can be edited (except if the agent has w_case-add-any-text then they can edit their own text).

w_case-print

Case Entry - Print Letter

Select, Update, Delete, Process

Allows users to print a case letter and mark it as sent from within the case. The Select (View) attribute is used to control this.

w_case-same-group

Case Entry - Others in Group

Select, Update, Delete, Process

This feature has two functions:

1. Allows editing of cases owned by others in group instead of others in general.

2. Allows editing Case Text based on who last modified it. If you have Others In Group permit, and someone else in the group last modified the Case Text, you can edit it. (To be clear, a user's "group" means the other user is in the same "folder," so if Initial Rep is a 3-level hierarchy, they must share a common Level 2 code.)

w_case-text-_______

This can be for any text type and it defines what agents can do on the text type.

w_case-text-<G01 code >

Emplifi Agent Permit

Case Entry Text <G01 Code >

Select, Insert, Update, Delete

These are added on the Security Function maintenance window by clicking the Add Text Type button. A permit will be added for each defined G01 text_type code. View, Update, Insert and Delete attributes are used by this permit. The Select (View) attribute controls visibility of Case Text.

If Text Type specific functions are not added to the Security Function list, there are no restrictions based on Case Text Type. If they are added to the Security Function, each role must explicitly give permission, or the users of that role will not be able to view or maintain Case Text for the Text Type.

w_case-undo_pick

Case Entry - Undo Picked Enclosure

Select, Update, Delete, Process

Allows users to Unpick an Enclosure.

w_case_enclosure_split

Case Enclosure Splits

Select, Insert, Update, Delete

Gives users the ability to view, create, update, or delete detail split lines on case enclosures.

This function applies only if the Case Enclosure Detail Splits feature is enabled in the configuration settings for a user. For more information about Case Enclosure Splits, see the Enclosure Settings section on page Configuration: Case.

w_case_full

Case Entry

Select, Insert, Update, Delete

Gives users the ability to open and view cases (select), create new cases (insert), or update existing cases (update).

The Delete option deals with the ability to delete items from a case, such as issues, enclosures, and letters. The ability to delete the case itself is handled through a separate security function called "Case Entry-Case Delete."

w_case_issue_detail

Issue Detail

Select, Insert, Update, Delete

Allows users to add issue details to a case.

w_case_new_action

Case Entry - Enter an Action

Select

Allows users to perform an action on the case.

You can assign this security function to the Security Role used by a view only System User Code to allow the user to post actions to a case. To prevent the view only user from posting actions, verify that the w_case_new_action security function has not been assigned to the security role to view only system users.

w_import_addr_wtb_inventory

Utility: Import PowerLocator Addr Inv

Allows users to use the PowerLocator Inventory Import utility.

w_import_address

Import Address

Select

Allows users to use the Address Import utility.

w_import_category_code

Import Category Code

Select

Allows users to run the Category Codes Import / Export Utility. This function adds the Category Codes Import / Export Utility to the Configuration / Administration folder under the Utilities icon. If this security function is not listed in a user's security role, the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_import_data_utility

Import Data Utility

Process

Allows users to run this utility.

w_import_encl_fulfillment

Import Fulfilled Enclosures

Allows users to run this utility. This function adds the Fulfillment Import Utility to the Case / Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role, the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_import_multiple_cases

Utility: Case Import

Select

Allows users to run this utility. This function adds the Case Import Utility to the Case / Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility then the Utilities folder will not show up for them.

w_infocenter_view1

Case Entry - View InfoCenter

Allows users to enter InfoCenter from within a case.

w_maint_action_definition

Maintain Action Definition

Allows users to view and change the Action Definitions, according to the options selected.

w_maint_address

Maintain Address

Select, Insert, Update, Delete

Allows users to enter and maintain addresses in the Address Maintenance, according to the options selected.

w_maint_address-landmark

Maintain Address - Landmarks

Select, Insert, Update, Delete

Allows users to maintain the Landmarks associated with an address.

w_maint_area_code

Maintain Area Code

Allows the user to view and alter the Area Code field, according to the options selected.

w_maint_category

Maintain Category

Allows users to view and maintain the Categories, according to the options selected.

w_maint_category_code

Maintain Category Code

Allows users to maintain the actual Category Codes in Emplifi Agent through the Category Code Maintenance utility.

w_maint_category_migration

Maintain Code Migration

Allows users to set up and modify existing Code Migrations, according to the options selected.

w_maint_company

Maintain Company

Allows users to perform company maintenance, according to the options selected.

w_maint_config_group_id

Maintain Configurations

Allows users to view and perform maintenance on the Configurations window, according to the options selected.

w_maint_country

Maintain Country

Allows users to maintain the country codes.

w_maint_datawindow

Maintain DataWindow

Allows users to access the Layout and Home Page editors.

w_maint_email_form

Maintain E-Mail Form

Allows users to view, change, and create E-Mail Forms, according to the options selected.

w_maint_enclosure

Maintain Enclosure

Allows users to view, change, and create enclosures.

w_maint_enclosure_approval

Maintain Enclosure Approval

Allows users to view and change enclosure approvals for enclosures using this functionality.

w_maint_enclosure_split

Maintain Enclosure Splits

Allows users to maintain the enclosure splits on the enclosure definition window. Typically, an administrator function only.

w_maint_ext_profile

External Profile Definitions

Allows users to maintain external profile definitions.

w_maint_favorite

Maintain Favorites

Allows users to view, change, and create favorites in the Favorites menu.

w_maint_favorite_distribute

Maintain Favorites - Distribute

Allows users to view, change, and create the distribution of Favorites (such as reports), according to the options selected.

w_maint_general_detail

Maintain Gen Case Detail Rpt

Allows users to view, change, and create General Case Detail Report forms.

w_maint_import_db_cases

Maintain External Database Import Form

Allows users to create and maintain the External Database Import Forms, found in Maintenance & Administration > Company Configuration > External Database Import Form. This form is used in conjunction with the Case Import utility so both would most likely be needed.

w_maint_infocenter

Maintain InfoCenter

Select, Update

Allows users to enter InfoCenter, and create, edit, or delete InfoCenter entries.

w_maint_letter_proofed

Utility: Proof Letters

Allows users to run the Enclosure Approval and Letter Proofing Utilities. This function adds the Enclosure Approval and Letter Proofing Utilities to the Fulfillment Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_maint_mass_mailing

Mass Mailing

Allows users to perform the Mass Mailing utility and create a mass mailing list.

w_maint_normalization_set

Maintain Normalization Set

Allows the user to maintain a Normalization data set that was previously imported (or to import another set).

w_maint_normalization_value

Utility: Normalization Data Import

Allows the user to use the Normalization Data Import Utility.

w_maint_notification

Notification Definitions

Select

For administrators, allows you to setup and maintain the notifier profile definitions for each code.

w_maint_paragraph_inserts

Maintain Paragraph Inserts

Select

Allows users to view, change, and create Paragraph Inserts that appear when a user is creating Std. Paragraphs. This function is password protected.

w_maint_postal_code

Maintain Postal Code

Allows users to maintain the postal codes.

w_maint_product

Maintain Product

Allows users to view, change, and create the listing of Product codes.

w_maint_report_queue

Maintain Report Queue

Select, Insert, Update, Delete

Allows users to view, change, and create queues for reports, according to the options selected.

w_maint_report_queue_entry

Submit to Report Queue

Allows users to process a report to send to the Report Queue.

w_maint_report_results

Maintain Report Queue Results

Process

Allows users to access the Report Queue Results Report.

w_maint_report_status

Maintain Report Queue Status

Allows users to access the Report Queue Status Report.

w_maint_script_page

Maintain Script Pages

Select, Update, Delete, Process

Allows users to create, modify and delete any scripts that may be present.

w_maint_standard_letter

Maintain Standard Letter

Select, Insert, Update, Delete

Allows users to view, change, and create the Standard Letters, according to the options selected.

w_maint_standard_paragraph

Maintain Standard Paragraph

Select, Insert, Update, Delete

Allows users to view, change, and create the Standard Paragraphs, according to the options selected.

w_maint_state

Maintain State/Province

Allows users to maintain the State / Province table.

w_maint_suggestion

Maintain Suggestions

Select, Insert, Update, Delete

Allows users to view, create, and delete suggestions through Suggestion Maintenance.

w_maint_suggestion_search

Maintain Addr Search Rules

Allows users to perform maintenance of the Address Search Rules.

w_maint_suggestion_thresh

Maintain Thresholds

Select, Insert, Update

Allows users to view, change, and create Code Threshold alerts.

w_maint_suggestion_thresh_pur

Maintain Thresholds - Purge

Select, Insert, Update

Allows users to purge existing threshold data that had been captured.

w_maint_suggestion_wtb

Maintain PowerLocator Rules

Select, Insert, Update, Delete

Allows users to create, edit and delete the PowerLocator Rules.

w_maint_survey

Maintain Survey

Select, Insert, Update

Allows users to view, change, and create surveys to be run with cases.

w_maint_survey_run

Maintain Survey Run

Select, Insert, Update, Delete

Allows users to perform the maintenance necessary to create or edit a Survey Run.

w_maint_system_category

Maintain System Categories

Select, Insert, Update, Delete

Allows users to view, change, and create entries in the System Category Maintenance window. This function is password protected.

Also allows access to the Emplifi Knowledge Configuration Editor.

w_maint_system_configuration

Maintain System Configuration

Select, Insert, Update, Delete

Allows users to access the System Configuration Folder under the Maintenance Menu.

w_maint_system_function

Maintain Security Functions

Allows users to allow and revoke the Security Functions available for a particular Security Role (this list).

w_maint_system_last_id

Maintain System Last ID

Allows users to access the System Last ID utility.

w_maint_system_role

Maintain Security Role

Select, Insert, Update, Delete

Allows users to view, change, and create Security Roles for users (FullAccess, RepMaint, etc.).

w_maint_system_role_function

Maintain Security Role Functions

Select, Insert, Update, Delete

Allows users to view and alter the Security Role Functions available for a Security Role.

w_maint_system_user

Maintain System User

Select, Insert, Update, Delete

Allows users to view, change, and create System Users.

w_maint_system_user_self

User Options

Allows users to modify their own User Options.

w_maint_time_frame

Maintain Time Frame

Allows users to maintain the Time Frames.

w_maint_void_checks

Report: Void Checks

Select, Insert, Update

Allows users to view, change, and create this report.

w_maint_void_coupons

Report: Void Coupons

Select, Insert, Update

Allows users to view, change, and create this report.

w_menu_favorite

Menu of Favorites

Select, Insert, Update

Allows users to view, change, and create entries in the Favorites Menu.

w_menu_maint

Menu of Maintenance Windows

Allows users to access the Maintenance Menu.

w_menu_rpt

Menu of Reports

Allows users to access the Reports Menu.

w_message

MessageCenter Message

Select, Insert, Update

Allows users to view (receive), change, and create a Message Center message.

w_message_groups

Message Group Maintenance

Select, Insert, Update

Allows users to view, change, and create mailing groups in Message Center.

w_message_mailbox

Message Center

Select

Allows users to access Message Center. In Emplifi Agent: if this function is not added to the security role the user will still see a MessageCenter icon on the workbench but they will receive the following error: "You do not have "View" permission for the security function "w_message_mailbox." Users can select ok and get past this message to continue working. The Delete security function is overridden in Emplifi Agent.

w_message_options

Message Options Maintenance

Select, Insert, Update

Allows users to change message priority settings in Emplifi Agent.

w_opt_action_performed_by

Report: Action Performed-By

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_batch_results

Report: Batch ID Results

Allows users to view, change, and create this report in Emplifi Agent.

Emplifi Agent uses Fulfillment, this function is only used by the client-server version of Emplifi Agent.

w_opt_case_category_graph

Report: Trend Graph

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_case_detail

Report: Case Detail

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_case_enclosure_split

Report: Enclosure Split Detail Frequency

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_case_summary

Report: Case Summary

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_case_text

Report: Case Text

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_case_volume_graph

Report: Crosstab Graph

Select, Insert, Update

Allows users to view, change, and create a Chart report. This function will add the Chart report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If a user does not have permissions for any report, then the Report icon will not show on for them.

w_opt_check_detail

Report: Check Registry Detail

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_clock_2

Report: Time On Clock

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_code_listing

Report: Category Code Listing

Select, Insert, Update

Allows users to view, change, and create a Category Code Listing Report. This function will add the Enclosure Listing Report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If a user does not have permissions for any report, then the Report icon will not show up for them.

w_opt_days_to_close

Report: Days To Close

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_email_letters

Report: E-Mail Letters

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_enclosure_listing

Report: Enclosure Listing

Select, Insert, Update

Allows users to view, change, and create an Enclosure Listing Report. This function will add the Enclosure Listing Report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If user does not have permissions for any report, then the Report icon will not show up for them.

w_opt_enclosure_reorder

Report: Enclosure Reorder Report

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_enclosure_summary

Report: Enclosure Summary

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_frequency

Report: Frequency

Select, Insert, Update

Allows users to view, change, and create a frequency report. This function will add the frequency report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If a user does not have permissions for any report, then the Report icon will not show up for them.

w_opt_frequency_13

Report: Frequency by Time Period

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_frequency_encl_multi

Report: Multi-Category Enclosure Value

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_frequency_mult13

Report: Multi-Category Frequency

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_general

Report: General Case

Select, Insert, Update

In Emplifi Agent, allows users to view, change and create the following reports: Address Listing Report, Case Listing Report.

Also controls a General Case Report in Emplifi Agent.

w_opt_general_select

Report: General Case Select Tab

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_inrep_activity

Report: Activity

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_issue_summary

Report: Issue Summary

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_norm_cross_trend

Report: Norm Crosstab Trend

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_normalization

Report: Normalized Frequency

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_notification_def

Report: Notification Definition Report

Select, Insert, Update

Allows users to view, change, and create a Notifications and Profile Report. This function will add the report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If a user does not have permissions for any report, then the Report icon will not show up for them.

w_opt_payment_request

Report: Payment Request

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_pending_action

Utility: Activity Exception

Select, Insert, Update

Allows users to view, change, and create an Activity Exception Report. This function will add the report under the Reports icon in Emplifi Agent. If this security function is not listed in a user's security role then the report will not show up for them. If a user does not have permissions for any report, then the Report icon will not show up for them.

w_opt_pick_and_letters

Report: Print Letters and Pick List

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_pick_list

Report: Pick List

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_print_checks

Report: Print Checks

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_print_coupons

Report: Print Coupons

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_print_letters

Report: Print Letters

Select, Insert, Update

Allows users to run the Process Batch, Check Register and Coupon Register Utilities in Emplifi Agent and run the Print Letters report in Emplifi Agent. This function will add the Process Batch, Check Register and Coupon Register Utilities to the Fulfillment Utilities folder under the Utilities icon in Emplifi Agent. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_opt_ship_list

Report: Shipping List

Select, Insert, Update

This permit is usually used in conjunction with Favorites.

w_opt_sql

Report: SQL Select

Select, Insert, Update

Allows users to view, change, and create this report. In normal mode, the SQL is limited to a SELECT statement. If other SQL commands are needed, you must log into Administrative Mode.

w_opt_suggestion

Report: Suggestion Listing

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_answer_rank

Report: Survey Result Detail Frequency

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_rank

Report: Survey Results Ranking

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_rank_details

Report: Survey Results Ranking Details

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_results_freq

Report: Survey Results Frequency

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_results_list

Report: Survey Results List

Select, Insert, Update

Allows users to view, change, and create this report in Emplifi Agent.

w_opt_survey_results_summary

Report: Survey Results Summary

Allows a user to view, change, and create this report in Emplifi Agent and view and run the Survey Report in Emplifi Agent.

w_opt_system_audit

Report: Audit Trail

Select, Insert, Update

Allows users to view, change, and create an Audit Trail report in Emplifi Agent.

w_other_change_company_id

Change Company

Select

Allows users to change the current Company for the system, if multiple companies have been implemented.

w_other_receipt

Receipt Action

Allows users to perform an action of the type receipt (i.e. receive case transfer).

w_other_survey_question_batch

Maintain Survey Results

Allows users to view and alter how, where, and when the Survey Results are viewed.

w_other_survey_question_online

Case Entry - Surveys

Select

Allows users to view and enter information for a Case's survey, according to the options selected. You can prevent users from editing survey results by modifying the settings on this function.

Deselecting the Update column will make it impossible for the user to enter survey information.

w_other_test

Emplifi Agent System Test

Used for Emplifi testing purposes and has no direct impact or usage for other users.

w_other_user_info

List Current Logged On Users

Allows users to see the Logged On Users button, and thus the list of logged on users.

w_other_user_update

Utility: Update Current User U01 Code

Allows users to edit and run the Update Current User utility.

w_post_feedback

Select

Allows users to provide feedback in classic UI (toolbar > Help dropdown > Feedback)

w_recreate_field_list

Utility: Recreate Field List

Allows users to run this utility. This function will add the Re-Create Field List Utility to the Configuration /Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_action_processor

Utility: Action Processor

Select

Allows users to run the Action Processor Utility. This function adds the Action Processor Utility to the Case/Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_address_clean

Utility: Address Cleaning

Select

Allows users to run the Address Cleaning Utility. This function adds the Address Cleaning Utility to the Address Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_address_dedup

Utility: Address De-Duplication

Select

Allows users to run the Address De-Duplication Utility. This function will add the Address De-Duplication Utility to the Address Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_adv_threshold

Select

Allows users to access Advanced Threshold Utility.

w_util_archive

Utility: Archive

Select

Allows users to run the Archive Utility. This function will add the Archive Utility to the Case/Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_batch_id

Utility: Batch ID

Select

Allows users to run the Manage Batches Utility. This function adds the Manage Batches Utility to the Fulfillment Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_case_data_export

Utility: Case Data Export

Select

Allows users to run the Case Data Export Utility. This function adds Case Export to the Case Utilities folder under the Utilities. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_case_user_reset

Utility: Reset Case User

Select

Allows users to run the Category Code Activation Utility. This function adds the Category Code Activation Utility to the Configuration / Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_category_code_activate

Utility: Category Code Activation

Select

Allows users to run the Cases Being Edited Utility. This function adds the Cases Being Edited Utility to the Case / Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_edit_lock_reset

Utility: Reset Edit Lock

Select

Allows users to run the Clear System Edit Locks Utility. This function adds the Clear System Edit Locks Utility to the Configuration / Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_feedback

Select

Allows users to access Feedback Utility.

w_util_file_maintenance

Select

Allows users to access File Maintenance Utility in the standard interface.

w_util_letter_prep

Utility: Prepare Letters

Allows users to run this utility in Emplifi Agent.

w_util_limit_code_refresh

Utility: Limit Code Refresh

Select

Allows users to run the Limit Codes Refresh Utility. This function will add the Limit Codes Refresh Utility to the Configuration / Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_massmailing

Utility: Mass Mailing

Allows users to perform the Mass Mailing utility and create a mass mailing list.

w_util_rebal_action_queue

Utility: Rebalance Action Queue Counts

Select

Allows users to run the Reset Case Queues Utility. This function adds the Reset Case Queues Utility to the Configuration / Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_repeater_reset

Utility: Repeater Reset

Select

Allows users to run the Repeater Reset Utility. This function adds the Repeater Reset Utility to the Address Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_reset_user_logon_status

Utility: Reset User Logon Status

Allows users to run this utility in Emplifi Agent.

w_util_scanned_cases

Utility: Scanned Cases Create

Select

Allows users to run the Attachment Processor Utility. This function adds the Attachment Processor Utility to the Case / Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_standard_letter_preview

Standard Letter Preview

Only used by the client-server version of Emplifi Agent.

w_util_survey_bin

Utility: Bin Survey Results

Allows users to run this utility in Emplifi Agent.

w_util_survey_export

Utility: Survey Export

Allows users to run this utility in Emplifi Agent.

w_util_survey_ext

Utility: Copy Survey To Addr

Allows users to run this utility in Emplifi Agent.

w_util_system_audit_purge

Utility: Purge Audit Trail

Select

Allows users to run the Purge Audit Trail Utility. This function adds the Purge Audit Trail Utility to the Configuration / Administration Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_threshold_update

Utility: Threshold Update

Select

Allows users to run the Threshold Update Utility. This function adds the Threshold Update Utility to the Case / Workflow Utilities folder under the Utilities icon. If this security function is not listed in a user's security role then the utility should not show up for them. If a user does not have permissions for any utility, then the Utilities folder will not show up for them.

w_util_upload_users_signature_files

Select

Allows users to access Upload Users Signature File utility.

w_view_address

View Address

Select, Insert, Update, Delete

Allows users to view an address in the database.

w_view_case_action_history

Case Entry - Action History

Allows users to view the Action History associated with the case.

w_view_customer_history

View Customer History

Allows users to view the history associated with a particular customer.

w_view_open_resp

View Open Cases/Issues/Actions

Select

Allows users to use the Open Cases / Issues / Actions button (or menu option).

w_view_queue_details

Select

Allows users to view the Queue Details item on the Work Items list and to view the Queue Details page.