Difference between revisions of "Training 7: Management"

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=== Wiki Pages ===
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*[[:Category: Reports|All Reports]]
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*:'''[[Report: Automatic Reports|Automatic Reports]]'''
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*:[[Premium Volume (disambiguation)|Premium Volume]]
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*:[[Report: 1099s]]
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*:[[Report: Accounts Current]]
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*:[[Report: Balance Sheet]]
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*:[[Report: Cash Deposit Report]]
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*:[[Report: Cash Summary]]
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*:[[Report: Check Register]]
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*:[[Report: Client Query Wizard]]
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*:[[Report: Company Statement]]
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*:[[Report: Daily Management Summary]]
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*:[[Report: GL Inquiry]]
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*:[[Report: Invoice Query]]
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*:[[Report: Invoice Register]]
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*:[[Report: Journal Register]]
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*:[[Report: Journal Summary]]
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*:[[Report: Sales Analysis]]
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*:[[Report: Trial Balance]]
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*[[DataView Integration]]
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*[[:Category: Month-End|Month-End]]
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*:[[Bank Reconcile]]
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*[[Management Tab]]
  
'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
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=== Security Settings ===
==== Overview ====
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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'''.
[[Training 1: Newton Interface Overview#Management_Tab|Newton Interface Overview: Management Tab]]
 
  
==== Wiki Pages ====
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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.
[[Newton Release Notes: July 2013#Management Tab|Management Tab New Features July 2013]]
 
  
[[:Category: Reports]]
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'''Typical settings are:'''
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*2 - View only
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*4 - Enter data
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*6 - Edit data
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*8 - Delete data
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*9 - Global Access required for some utilities and special functions.
  
[[Report: Client Query Wizard]]
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'''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.'''
 
 
[[Report: Invoice Register]]
 
 
 
[[DataView Integration]]
 
 
 
[[NOVA Express Integration]]
 

Latest revision as of 12:54, 4 September 2018

Related Pages
Related Categories

Wiki Pages

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.