Roles & permissions
Surface-level read / write / approve scoping. Every change is captured to the configuration history.
Collector
Front-line account work; PTP capture; basic arrangements within authority.
Supervisor
Team oversight; coaching; first-tier arrangement approvals.
Strategy Analyst
Designs and runs treatment strategies; promotes challengers.
Compliance Officer
Owns the rules engine, audit and incident review.
Recovery Specialist
Late-stage cases; repossession execution; deficiency pursuit.
Operations Admin
Configures users, queues, integrations and templates.
Permission matrix
| Surface | Collector | Supervisor | Strategy Analyst | Compliance Officer | Recovery Specialist | Operations Admin |
|---|---|---|---|---|---|---|
| Workqueue | R W A | R W A | R W A | — | — | — |
| Account 360 | R W A | — | — | — | — | — |
| PTPs | R W A | — | — | — | — | — |
| Approvals | R W A | R W A | — | R W A | R W A | — |
| Strategy | R W A | R W A | R W A | — | — | R W A |
| Compliance | R W A | R W A | R W A | R W A | R W A | R W A |
| Recovery | R W A | R W A | — | R W A | R W A | — |
| Vendors | R W A | R W A | — | R W A | R W A | — |
| Admin | R W A | R W A | R W A | R W A | — | R W A |