How do I manage entitlements for roles?
Entitlements
Entitlements allow administrators to grant functionality to roles and users. Functionality may include access to certain menus or pages within the site, the ability to run certain reports, the ability to perform on-behalf payments, and other actions. Entitlements allows administrators to define who can see certain things and who can do certain things.
Roles
A Role is a set of entitlements assigned when you create a new user account. You can define the default privileges associated with a specific Role.
To access role entitlements, go to the Entitlements page and click Role Entitlements.
Select the Role that you want to modify.
Click Get Entitlements
You’ll see a listing of the entitlements that apply to the selected role. The default for a new Role has all entitlements checked. 
To modify the list of entitlements for a specific role, click on the checkmark to uncheck any entitlements.
Click Update Entitlements.
Note: Remember that any unchecked entitlements are not granted to that role.
The list of entitlements is organized into two groups:
- NavBar Button Entitlements - controls visibility of the buttons on the main navigation menu.
- Other entitlements - lists links, buttons, and other DirectBiller functionality that back- office users can be entitled to access.
To apply the entitlements to all users having a given role:
Check the box for Apply to current users.
This overwrites the entitlements for all the users with the selected Role, even those users that have had entitlements configured specifically for them. This means that checking this box will reset individually modified user entitlements back to the settings associated with the selected Role.
When a Role is selected, the entitlements shown are only those that typically apply to that Role.
To reveal the complete set of available entitlements, including those that may not apply to the selected Role:
- Click Show all entitlements and then Get entitlements.
Doing this would, for example, allow a CSR to be granted the ability to view reports that only administrators would generally have access to.
List of Entitlements
The following tables show the entitlements that can be set for the various Roles.
CSR Entitlements
The following Entitlements can be granted to CSRs:
| Entitlement | Level | When checked, the user can: |
| Home | Menu Tab | Access the Home Tab which includes Change Password. |
| Reports |
Access the Reports Menu. To get access to any part of the report, the CSR must have the Reports entitlement. |
|
| Aging Report | Subtab of Reports |
Access the Aging Report. This report is available only if Biller supports Bill Presentment. |
| Scheduled Payments Report | Access the Scheduled Payments Report. | |
| Payment History Report | Access the Payment History Report. | |
| Reconciliation Report | Access the Reconciliation Report. | |
| Audit Report | Access the Audit Report. | |
| Activity Report | Access the Activity Report. | |
| Call Status Report |
Access the Call Status Report. This report is available only if Biller supports IVR. |
|
| Settlement Report | Access the Settlement Report. |
| Entitlement | Level | When checked, the user can: |
| Message Report | Access the Message Report. | |
| Enrollment Report |
Access the Enrollment Report. This report is available only if Biller supports Enrollment. |
|
| Card Expiration Report |
Access the Card Expiration Report. This report is available only if Biller supports Enrollment and Payment by Card. |
|
| Support | Menu Tab |
Access the Support functions. This includes search for transactions by Account, Transaction ID, or Last Name. Access to the Support Menu is required for any CSRs that will do On Behalf Payments, Payment Cancellations, or Payment Reversals |
| Payment Cancellation | Function on Support Tab | Cancel Pending ACH Payments and Scheduled Payments. |
| On Behalf Payments | Make a payment on behalf of a customer. | |
| Payment Reversal |
Reverse a Processed Credit Card Payment. Only available if the processor allows Reversals. |
|
| Allow Recurring Payments Setup |
Create or Cancel Recurring Payments or Bill Triggered Payments on Behalf of a Customer. Available only if the Biller supports Bill Triggered and Recurring Payments. |
Administrator Entitlements
The following Entitlements can be granted to Administrators in addition to CSR entitlements.
| Entitlement | Level | When Checked, the user can: |
| Profile | Menu Tab | Access the Biller Profile, with the ability to update Biller Contact information. |
| Bill Upload | Access the File Transfer tab used to upload Bill Files or Account Files. | |
| Bill Upload History | Subtab of Bill Upload |
Access the Bill Upload History table to
|
| User Admin | Menu tab |
Access User Administration Tab to:
|
| Entitlements | Access Entitlement Management Functions | |
| Roles Entitlements | Subtab of Entitlements Menu | Add or delete entitlements for roles. |
| User Entitlements | Add or delete entitlements for users. | |
| Email Setup | Setup email addresses to receive notification when files are processed. |