
Overview #
Reassigning reviews, system users, and default users in CMPOnline is a quick and easy process. Commonly used when there is a changes in users, such as hiring a new employee, these process make setting up CMPOnline quick and easy.
Reassigning Reviews #
This feature reassigns only the reviews that you specify from one user to another, or from one review to another, or both.
- Open CMPOnline and navigate to Administration > Setup > System Maintenance.
- In each box, select the following:
- From Review Code- Select the review code you wish to transfer from one user to another.
- From System User- Select the user you wish to transfer the reviews from.
- To Review Code- Select the review code you would like to transfer the “From Review Code” selection to.
- To System User- Select the system user you would like to transfer the “From System User” selection to.
- Click “Reassign”
Examples:
To reassign all reviews from one user to another
(Reassigning all reviews from User A to User B)
- Within the “From System User” dropdown, select the user you wish to transfer all reviews from.
(User A) - Within the “To System User” dropdown, select the user you wish to transfer all reviews to.
(User B)
To reassign only a specified review code from one user to another.
(Reassigning all NFE Codes from User A to User B)
- Within the “From Review Code” dropdown, select the review you wish to transfer.
(NFE) - Within the “From System User” dropdown, select the user you wish to transfer the reviews from. (User A)
- Within the “To System User” dropdown, select the user you wish to transfer the reviews to.
(User B)
Reassign System User #
This feature reassigns all reviews, documents to print, checks, billing, and files from one user to another. It is usually used when replacing collectors / employees.
- Open CMPOnline and navigate to Administration > Setup > System Maintenance.
- In each box, select the following:
- From System User- Select the user you wish to transfer all reviews, documents, checks, billing, etc. from.
- To System User- Select the user you wish to transfer all reviews, documents, checks, billing, etc. to.
- Click “Reassign”
Reassign Default User #
This feature reassigns all files’ and clients’ Default User from one system user to another (based on the client code — optional). It is usually used when giving work to new collectors / employees.
- Open CMPOnline and navigate to Administration > Setup > System Maintenance.
- In each box, select the following:
- Client- Select the client you wish to reassign from one user to another.
- From System User- Select the user you wish to reassign the client and/or files from.
- To System User – Select the user you wish to reassign the client and/or files to.
- Click “Reassign”