Training 7: Management

Related Pages

Training 1: Newton Interface Overview Training 2: Setting Up Your Agency Training 3: Entering Policy Information Training 4: ACORD Forms Training 5: Email, Diary, Activity, Client Notes & Memo Writer Training 6: Accounting Training 7: Management

Related Categories

Training Guides

Wiki Pages

• All Reports

  Automatic Reports

  Premium Volume

  Report: 1099s

  Report: Accounts Current

  Report: Balance Sheet

  Report: Check Register

  Report: Client Query Wizard

  Report: Daily Management Summary

  Report: Invoice Query

  Report: Invoice Register

  Report: Sales Analysis

  Report: Trial Balance

• DataView Integration
• Month-End

  Bank Reconcile

• Management Tab
• NOVA Express Integration

Security Settings

The Security System is used to prevent unauthorized access to such items as, Financial Reports, Checks, Invoices, and more. Agency Systems uses four levels of security for each function; View, Entry, Edit, and Global.

Each menu item is assigned a level from 0 to 9, which is then compared to the current Operator's Security Access level to determine if they have access to the menu item. If the operator's security number is greater than, or equal to the assigned security level, the operator can perform the function.

Typical settings are:

• 2 - View only
• 4 - Enter data
• 6 - Edit data
• 8 - Delete data
• 9 - Global Access required for some utilities and special functions.

Agency Systems defaults all Security Items to 0000. This means that all users, because they would have a Security Level greater than 0, have authorization to all functions.