Configure authorized service in Civic Platform

Manage authorized agents

There are three public user types: Citizen, Authorized Agent, and Authorized Agent Clerk. You can create authorized agents in the Public user screen in Civic Platform. After you create an authorized agent account, remember to enable and activate it. You can enable and activate authorized agent accounts in the Registered agencies tab of the Public users screen, the same way as you enable and activate citizen user accounts.

Configure a tag report

Authorized agents or authorized agent clerks print license tags for their customers when completing an authorized service sale in Citizen Access.

You can configure the tag report in Report Manager with the following settings.

  • Select the Local Datamax-O’Neil E-Class Mark III Printer option for the Send to printer property. This option enables authorized agents and authorized agent clerks to print to their local printer. Citizen Access recommends Datamax-O’Neil E-Class Mark III Printer models for quality license tag printing.
  • Select any available format as the output format. Currently the tag report only supports the PDF format.
  • Set the Reprint limit on ACA property of the report to forbid or limit the reprints of the tag report by the authorized agent or clerk in Citizen Access.

  • Associate the tag report with the Print tag button (portlet name: Button - ACA Print Tag) in the receipt page that displays in the page flow for authorized service records.

    You can associate the tag report with another print button. Note that with any other print button, authorized agents or clerks cannot print the tag report to their local Datamax printer, and the Reprint limit on ACA setting does not work.

Configure trust accounts

In Civic Platform, you can associate one and only one trust account with an authorized agent. After you approve an authorized agent to use a trust account, when the agent or a clerk created by the agent conducts an authorized service sale, Citizen Access automatically deducts the due fees from the trust account. The authorized agent or the clerks are unaware of the trust account in use during the process. In Civic Platform, the trust account logs all the payments collected by the agent and the clerks created by the agent.