1. Overview

This section explains how to set up MAXCOLLECT CSP Users within MaxMoney for Allps integration. This includes both individual integration users and the Allps CSP Batch User.

2. Allps Integration Users

These users facilitate direct interaction with the Allps system for loan processing and other real-time operations.

Navigation:

Go to Setup > MaxCollect > CSP Users

Key Information:

• Integration users must first be created on the Allps-i portal.

• Each MaxMoney user who will be using the Allps integration must have a corresponding Allps integration user.

• Integration users are linked to a specific computer. Switching computers without updating these settings will result in errors.

• Allps consultants do not have access to your passwords.

Setup Fields:

• User: Select the relevant MaxMoney user from the dropdown list.

• Branch: Select the branch where this user will be working.

• CSP User Name: Enter the integration username exactly as it was created on Allps-i.

• Password: Enter the password created on Allps-i for this integration user.

• CSP: Select Allps from the list.

• Computer Name: Enter the exact name of the computer on which this user will be working.

• Org Code: Enter the Organization Code supplied by Allps.

• Branch Code: Enter the Allps branch code for the specific branch.

• Terminal Type: Select the type of terminal the user will be utilizing (e.g., GRPS, USB, or USB with Signature Pad).

• Enabled: Tick this checkbox to enable the CSP User.

3. Allps CSP Batch User

The batch user is crucial for posting receipts and handling automated payment processes for each branch.

Navigation:

Go to Setup > MaxCollect > CSP Users (using the same navigation as for integration users, but setting up a separate entry).

Key Information:

• Each branch must have a receipt user set up.

• This batch user will be responsible for posting automated receipts.

Setup Fields:

• User: Select the MaxMoney batch user from the list.

• Branch: Select the applicable branch from the list.

• CSP User Name: Enter the batch user's username as created on Allps.

• Password: Enter the password as created on Allps-i for this batch user.

• CSP: Select Allps from the list.

• Computer Name: For a batch user, a computer link isn't required. You can enter NONE as the computer name.

• Org Code: Enter the Organization Code supplied by Allps.

• Branch Code: Enter the Allps branch code for the specific branch.

• Terminal Type: A terminal is not needed for the batch user. Select NONE as the terminal type.

• Enabled: Tick this checkbox to enable the CSP User.