Client Admin Job - Tasks Entitlements

Last revised May 28, 2022
Task Entitlements Description
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 EOD publishing ACT_PUBLISH Access the Publish screen
manage system configuration ACTCODES See the System Configuration screens
  CLIENT_PREF_CONFIG Make change in the Client Preference Configurator
manage jurisdictions ACT8038 See the Tax Unit Maintenance screen
  JURISDICTION_UPDATE Make changes on the Tax Unit Maintenance screen
manage special projects JURISDICTION_REBATES See the Jurisdiction Rebates screen
  SPECIAL_PROCESSING_CANS See the Special Processing CANs screen
  SPECIAL_PROCESSING_CANS_UPDATE Make changes on the Special Processing CANS screen
manage TIF/TIRZ ACT8035 See the TIF Detail screen
  ACT80352 See the TIF/TIRZ Administration screen
  TIF_DETAIL_UPDATE Make changes on the TIF detail screen
  TIF_UPDATE Make changes on the TIF/TIRZ administration screen
prime rates HB1090_INTR_RATE View the HB1090 Interest Rate Screen
  PRIME_RATE_UPDATE Update Prime Interest Rates
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