| Task | Entitlements | Description |
|---|---|---|
| manage certificates | ACTCERT | Allow access to the Tax Certificate screen. |
| CERTIFICATE_SAVE | Create tax certificates. | |
| CERTIFICATE_VOID | Void tax certificates. | |
| CERTIFICATE_PAY | pay tax certificates using the Pay/Reverse button | |
| CERTIFICATE_REVERSE | paid tax certificates using the Pay/Reverse button | |
| CERTIFICATE_INVOICE | See the Certificate Invoice screen | |
| ACT80018 | See the Tax Certificate Payment screen | |
| MAP_CLEARING_CERTIFICATES | Access the Map Clearing application from TCS | |
| EXCESS_DEBT_UPDATE | Make changes on the Excess Debt Services screen | |
| manage document imaging | ACT_DOCUMENTS | Access the Documents screen |
| DOCUMENTS_TAB | use the Documents screen if user also has ACT_DOCUMENTS | |
| DOCUMENT_ADD | Add a document | |
| DOCUMENT_COMMENTS_UPDATE | Change the comments attached to a document | |
| DOCUMENT_DELETE | Delete a document from the system once it has been added | |
| DOCUMENT_VIEW_ALL | View restricted documents. | |
| DOCUMENTS_ESTMT_TAB | Access the Certified E-Statements tab | |
| DOCUMENTS_ESTMT_DELETE | Causes a popup to appear on the Certified E-Statements tab when deleting information. | |
| manage fees | ACT8040 | Query the Fees screen |
| FEES_INSERT | add new fees on the Fees screen. | |
| FEES_UPDATE | change fees on the Fees screen | |
| FEE_BELOW_PAID | If this permission is checked and a payment has been made on a fee, the fee can be changed below the amount paid (if $10.00 was paid, the fee cannot be lower than $10.00). | |
| manage fiduciaries | ACT8024 | Query the Fiduciary Master screen |
| FIDUCIARY_MASTER_UPDATE | Change fiduciaries on the Fiduciary Master screen. | |
| FIDO_REQUEST_UPDATE | Add and change fiduciary requests on the Fiduciary Requests screen | |
| UPDATE_LINKED_FIDUCIARIES | Allows users to create and remove parent-child fiduciary links on the Linked Fiduciaries screen | |
| CONTACTS | See the Contacts screen | |
| CONTACTS_UPDATE | Add and change contacts on the Contacts screen | |
| manage notes | ACT8011 | See the Notes screen |
| NOTES_QUERY | Query notes | |
| NOTES_INSERT | Add notes | |
| NOTES_UPDATE | Change notes | |
| NOTES_UPDATE_ONLY_OWN_NOTES | Change only notes you have created, only if NOTES_UPDATE is set to N. | |
| NOTES_DELETE | the default is N, meaning users cannot delete notes | |
| NOTES_DELETE_ONLY_OWN_NOTES | Delete only notes you have created, only if NOTES_UPDATE is set to N | |
| manage own deposits | ACT8001 | Query Deposit Control |
| DEPCTL_SOURCE | Show Source field on Deposit Control screen | |
| DEPCTL_BANK_REF_NO | Show Bank Reference No. field on Deposit Control screen | |
| REOPEN_DEPOSIT_SAME_DAY | Reopen a closed deposit on the same day it was closed. | |
| CLOSE_OWN_DEPOSITS | Allows the user to only close the deposits they opened | |
| SHOW_DEPCTL_TOTALS_ROLE | See the deposit totals on the right side of the Deposit Control screen | |
| NEEDS_BEG_CASH_AUTH | Change starting drawer amount in Deposit Checkout | |
| manage public users | ONLINE_PRODUCTS_PUBLIC | If checked, Notes and Online Help and the Change Address feature are available on the Online Products screen |
| ACCT_STATUS_PUBLIC | If checked, Notes and Online Help are available on the Account Status screen | |
| ACCT_SEARCH_PUBLIC | If checked, Notes and Online Help are available on the Account Search screen | |
| ACCT_MASTER_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen | |
| SHOW_PREV_NEXT_OWNER_BUTTONS | If checked, the Previous Owner and Next Owner buttons are visible on the Account Status and Account Master screens | |
| PRIOR_YEAR_BUILD | Allow users to click the Prior Year button in Account Master | |
| ACTMENU_PUBLIC | If checked, Notes and Online Help are available on the Account Master screen. | |
| manage split pay flag | ACCTM_SPLIT_PAY_UPDATE | If checked, update the Split Payment Flag on the Account Detail screen. The default is N. |
| manage taxpayer info | ACT_PHONE | View Phone-Email screen |
| ACT_PHONE_ADD | Add new data to Phone-Email screen | |
| ACT_PHONE_UPDATE | Update Phone-Email screen | |
| print receipts | ACT500 | See Online Products |
| ACT500_REPRINT_RECEIPTS | Reprint receipts | |
| REPRINT_ORIGINAL_RECEIPT | Reprint original receipts | |
| BATCH_RECEIPTS | Access to the Batch Receipts screen | |
| PRINT_VOIDED_RECEIPT | Reprint receipts for voided and reversed payments (RV or RX Transaction Type in Distribution screen) | |
| print refund letters | ACT500 | See Online Products |
| ACT500_REPRINT_REFUND_LETTER | Print refund letters | |
| print statements | ACT500 | See Online Products |
| ACT500_PRINT_STATEMENTS | Print current and delinquent statement | |
| ACT500_SHOW_ALT_OWN_CHECKBOX | Show Alternate Owner check box on the Delinquent Statement and Current Statement tabs. | |
| ACT500_SHOW_CHG_ADDR_CHECKBOX | Show Change Address check box on the Delinquent Statement and Current Statement tabs. | |
| PRINT_CERTIFIED_DELQ_STMT | Print certified delinquent detail statements | |
| SHOW_EBILL_PRINT_CODE | Show E-Bill Code box on Current Statement tab | |
| STMT_LOG | Show Statement Log screen from Statements menu | |
| take limited advanced payment | ADVANCED_DEPOSIT | take a simple or advanced payment. |
| CHANGE_DEPDATE | this defaults to N, so users cannot change the deposit date to something other than the current. Set to Y to allow this for individual users. | |
| CHANGE_PAIDDATE | Change the receipt date for the entire deposit, but not for individual transactions within the deposit | |
| CHANGE_PMT_PAIDDATE | Change receipt date for transactions within a deposit, but cannot change the deposit or receipt date for the deposit as a whole | |
| DEPCTL_SOURCE | Show Source field on Deposit Control screen | |
| NEED_REFUND_APPROVED | Need a supervisor to approve overpayment refunds for a particular user (set to N, meaning 'do not need') | |
| ACT*_PAYMENTS | Access the ACT 8 Payment screen | |
| view only major screens | ACT8002 | Query Account Master |
| ACT8 | Access ACT 8 from ACT 7 | |
| DO_NOT_SEARCH_CALC_BALANCE | If unchecked, account balances automatically appear with search results when the client preference SHOW_ACCT_SEARCH_TOTAL_DUE is set to Y. When this entitlement is checked, you must check the Calculate Balance box to calculate these amounts. | |
| HIDE_MASTER_STATUS_ON_SEARCH | Hide Account Master and Account Status buttons on Account Search | |
| HIDE_OWNER_EBILL_CODE | Hide E-Bill Code field on Owner Detail | |
| ACT8006 | Query Account Status | |
| ACT8007 | Use Account Search | |
| ACT80122 | Query Deposit Status | |
| ACT8026 | Query Ag Rollback | |
| ACT8039 | Query Payment Agreement | |
| CHNGCTL_HISTORY | Query Change Control History | |
| ACT8012 | Query Payment History | |
| ACT8025 | Query Delinquent Status | |
| ACT8024 | Query Fiduciary Master | |
| ACT8040 | Query Fees | |
| ACT80017 | Query Refund Status | |
| ACCOUNT_MATCH | Query Account Match | |
| ACT80022 | Use Levy What If | |
| CHECKBOOK_VIEW | Access Checkbook View Screen | |
| VIEW_IMAGES_DEPSTATUS | View check and coupon images on Deposit Status Remittance screen | |
| VIEW_ONLY_NEW_CERT_YEAR | View data from current tax year + 1 |