Understanding Client Details

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On the right side of the RP Management System profile list, a group of detail icons are displayed so you can quickly identify the authorization levels you have enabled for each of your clients (Figure 24).  Below is a glossary of the “Details” icons:

 

1.Star: This icon indicates the PROMAS status of the client.  Click on the star icon to view a star color key.  The color of the star correlates with their PROMAS status.
2.Hand with globe: This icon is displayed for clients who have been granted online access.  Hover over the icon to view online authorization.
3.Error: This icon warns you that the client has been authorized for online access, but there is no email address associated with their profile.  A client must have an email address entered into their profile, otherwise they will be unable to create a logon or receive statement notification emails. Hover over the icon to view the error message.

 

Figure 24
Figure 24