User Setup
- Mitch Robinson (Deactivated)
- Matthew Garrett
Only administrators of the TFS Asset Purchase Calculator can view this screen.
- The User Setup screen is used to add or edit an agent. An agent is a user who can create applications and quotes via the web portal software.
Example: Accountant, Car Dealer, etc.
Opening the User Setup Screen
- From the top of the screen, click the User Setup tab.
User Setup Group
| Field | Description |
|---|---|
| User Name | User Name of the agent. Example: JSmith, ACitizen etc. |
| Password | Login password for the agent. |
| Company Name | Company to which the agent belongs. |
| Contact Name | Contact name of the agent. Example: John Smith, Amanda Citizen etc. |
| Telephone | Telephone number of the agent. |
| Facsimile | Facsimile number of the agent. |
| Email address of the agent. | |
| Base Rate | Base interest rate for the agent |
| Street Number | Street number for the agent's correspondence address. |
| Street Name | Street name for the agent's correspondence address. |
| Suburb | Australian suburb for the agent's correspondence address. |
| State | Australian State for the agent's correspondence address. Click the State drop-down list to select. |
| Postcode | Australian postcode for the correspondence address. |
Options
The Following options can be set for a user:
| Options | Description |
|---|---|
| Is this user an administrator? | Toggle:
Note: Typically, users are NOT given access to modify calculator and user settings. |
| Always Show Calculator Options? | Toggle to display the default visibility of the Options group for a specific user on the calculator page. The Options group can be manually changed on the Calculator page. |
| Allow Finance Applications? | Toggle to allow a user access to the Home page. Access to the Home page allows a user to save clients and applications. |
| Allow Global Categories? | Toggle to allow a user access to global categories created on the Calculator Setup page. If set to Yes, the global categories will appear under the Options group on the calculator page. |
| Allow Custom Rate Entry? | Toggle to allow a user to set a custom rate value. Custom Rates can be entered under the Options group on the Calculator Page. |
The Finance Shop Details Group
Optional fields to automatically assign an application to a context, broker and referrer company and contact during the import process into The Finance Shop.
These settings can be manually assigned during The Finance Shop Import process.
| Field | Description |
|---|---|
| Context ID | Setting a context ID will automatically assign a submitted application to a specific region/Division. |
| Broker ID | Setting a broker ID will automatically assign a submitted application to a specific broker. |
| Referrer Company ID | Setting a referrer Company ID will automatically assign a submitted application to a specific referrer company. |
| Referrer Contact ID | Setting a referrer contact ID will automatically assign a submitted application to a specific referrer contact. |
Client Categories Group
Create multiple client interest rate categories for selection in the Options group of the Calculator screen.
| Column | Description |
|---|---|
| Name | Name given to the client rate category. Example: High Interest Rate, Low Interest Rate, High Volume Client, Low Volume Client, etc. |
| Rate % | Amount Charged, expressed as a percentage of principal, by a lender to a borrower for the purchase of an asset. |
| Default | Click to set the client rate category as the default option highlighted in the Options group of the Calculator screen. |
| Description | Description of the client rate category. |
User Specific Term and Residual % Options Group
Set the default terms and residual percentage options available to an agent.
| Field | Description |
|---|---|
| Residual % | Percentage value of an asset at the time the lease expires. |
| Term | Term of the lease, in months. |
Procedures
Adding a User
- From the User Setup group, enter the required user fields.
- Click Add. The user will be added to the system.
Adding a Client Category
- From the User Setup group, select Edit User.
- From the Selected User drop-down list, select the required user.
- In the Client Categories group, enter the Name, Rate %, default setting and description details.
- Click Update.
Note: The client category will not be available until the user has logged off and logged back onto the system.
Logging Off
- From the top of the screen, click Log Off.