¶ User Roles and Permissions
¶ FastCash
¶ 1. Branch Users
FastCash Branch OICs are responsible for submitting collection details through CAT. Their permissions include:
- Can view client list and their general account information
- Submit Collections paid through Branches
- View own Collection Submissions
- Export a report of their own collections in CSV format
- Can submit a collection through Manual Encoding
- Export a report of their own collections at Manual Encoding in CSV format
- Can change their own OR Series
- Can view their own OR Change History
¶ 2. Admin
- Can view client list and their general account information (from all the branches)
- Submit Collections paid at Head Office
- Export report from branch collections / treasury collections in CSV format
- Export a report of their own collections at Manual Encoding in CSV format
- Can change their own OR Series
- Can view their own OR Change History
- Can change branch OR Series
- Can view changes in OR
- Export of OR Change History per Branch in CSV format
- Deactivate accounts of branch OICs, encoders and reporters
- Reset passwords of branch OICs, encoders and reporters
¶ Audit and Compliance
¶ OR Viewer
The Audit and Compliance Team ensures the correct usage of OR slips to prevent fraud and maintain compliance. Their permissions include:
- Monitoring of OR Changes made by Branch OICs
- Export of OR Change History per Branch in CSV format
¶ Treasury Team
The Treasury Team manages, monitors, and controls CAT operations which are divided into three roles:
¶ 1. Reporter
- Can view client list and their general account information
- Export report from branch collections / treasury collections in CSV format
¶ 2. Encoder
- Can view client list and their general account information
- Submit Collections paid at Head Office
- Export report from branch collections / treasury collections in CSV format
- Can submit a collection through Manual Encoding
- Export a report of their own collections at Manual Encoding in CSV format
- Can change their own OR Series
- Can view their own OR Change History
- Can change branch OR Series
- Can view changes in OR
- Export of OR Change History per Branch in CSV format
¶ 3. Admin
- Can view client list and their general account information (from all the branches)
- Submit Collections paid at Head Office
- Export report from branch collections / treasury collections in CSV format
- Export a report of their own collections at Manual Encoding in CSV format
- Can change their own OR Series
- Can view their own OR Change History
- Can change branch OR Series
- Can view changes in OR
- Export of OR Change History per Branch in CSV format
- Deactivate accounts of branch OICs, encoders and reporters
- Reset passwords of branch OICs, encoders and reporters
¶ MIS
¶ System Admin
The Digital Transformation Team serves as super admins, responsible for system administration and upgrades. Their permissions include:
- Can view client list and their general account information (from all the branches)
- Submit Collections paid at Head Office
- Export report from branch collections / treasury collections in CSV format
- Export a report of their own collections at Manual Encoding in CSV format
- Can change their own OR Series
- Can view their own OR Change History
- Can change branch OR Series
- Can view changes in OR
- Export of OR Change History per Branch in CSV format
- Deactivate accounts of branch OICs, encoders and reporters
- Reset passwords of branch OICs, encoders and reporters
- Can create new user accounts
- Can create branches
- Can reset ORs to 1