Difference between revisions of "Training 7: Management"

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'''[http://mynewtoncampus.com/getting-started/ Visit: My Newton Campus - Getting Started]'''
 
 
 
=== Wiki Pages ===
 
=== Wiki Pages ===
[[Management Tab]]
 
 
 
*[[:Category: Reports|All Reports]]
 
*[[:Category: Reports|All Reports]]
 
*:'''[[Report: Automatic Reports|Automatic Reports]]'''
 
*:'''[[Report: Automatic Reports|Automatic Reports]]'''
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*:[[Premium Volume (disambiguation)|Premium Volume]]
 
*:[[Report: 1099s]]
 
*:[[Report: 1099s]]
 
*:[[Report: Accounts Current]]
 
*:[[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]]
 
*:[[Report: Check Register]]
 
*:[[Report: Check Register]]
 
*:[[Report: Client Query Wizard]]
 
*:[[Report: Client Query Wizard]]
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*:[[Report: Company Statement]]
 
*:[[Report: Daily Management Summary]]
 
*:[[Report: Daily Management Summary]]
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*:[[Report: GL Inquiry]]
 
*:[[Report: Invoice Query]]
 
*:[[Report: Invoice Query]]
 
*:[[Report: Invoice Register]]
 
*:[[Report: Invoice Register]]
 +
*:[[Report: Journal Register]]
 +
*:[[Report: Journal Summary]]
 
*:[[Report: Sales Analysis]]
 
*:[[Report: Sales Analysis]]
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*:[[Report: Trial Balance]]
 
*[[DataView Integration]]
 
*[[DataView Integration]]
 
*[[:Category: Month-End|Month-End]]
 
*[[:Category: Month-End|Month-End]]
*[[NOVA Express Integration]]
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*:[[Bank Reconcile]]
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*[[Management Tab]]
 +
 
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=== Security Settings ===
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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'''.
  
=== External 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.  
[http://www.agencysystems.com/legacy-knowledgebase/item/213 Report: Yearly Sales Analysis Report]
 
  
[http://www.agencysystems.com/legacy-knowledgebase/item/228 Production Reporting]
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'''Typical settings are:'''
 +
*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.
  
[http://www.agencysystems.com/legacy-knowledgebase/item/168 Report: Claims Report]
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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.'''

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.