Difference between revisions of "Security System"

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(→‎Security Category - G/L: added GL security level details for reports)
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|Aged Receivables
 
|Aged Receivables
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|style="width: 22.5%;"|Access to '''AR -> Aged Receivables'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Broker Statement
 
|Broker Statement
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|Access to '''AR -> Broker Statement'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Cash Reports
 
|Cash Reports
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|Access to '''AR -> Cash Reports'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Cash Transaction
 
|Cash Transaction
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|<ul><li>View any cash receipt currently entered into the system from a client</li>
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<li>Access to '''AR -> Cash Transaction'''</li>
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<li>Required for '''AR -> Reconcile Receivables'''</li>
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<li>Required for '''GL -> Bank Deposit'''</li></ul>
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|<ul><li>Create new cash transactions</li>
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<li>Required for '''AR -> Reconcile Receivables'''</li>
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<li>Required for '''GL -> Bank Transfer'''</li>
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<li>Required for '''GL -> Bank Deposit'''</li></ul>
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|<ul><li>Edit existing cash transactions, including reconcile status</li>
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<li>Required for '''AR -> Reconcile Receivables'''</li>
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<li>Required for '''GL -> Bank Deposit'''</li></ul>
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|<ul><li>Delete existing cash transactions.</li>
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<li>Access to '''AR -> Cash Transaction -> Options'''</li></ul>
 
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|Cash Deposit Report
 
|Cash Deposit Report
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|Access to '''AR -> Cash Deposit Report'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|-
 
|Claims List Report
 
|Claims List Report
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|Access to '''AR -> Claims List Report'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Collection Summary
 
|Collection Summary
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|Access to '''AR -> Collection Summary'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|-
 
|Invoice Report
 
|Invoice Report
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|Access to '''AR -> Invoice Register'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Late Charges
 
|Late Charges
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|Late Charge Report
 
|Late Charge Report
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|Access to '''AR -> Late Charges -> Late Charge Report'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Late Charge Setups
 
|Late Charge Setups
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|Policy List Report
 
|Policy List Report
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|Access to '''AR -> Policy List Report'''
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Access to '''AR -> Policy Reports'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Policy Transaction
 
|Policy Transaction
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|Print invoices
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|Print Invoices
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|Access to '''AR -> Print Invoices'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Print Statements
 
|Print Statements
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|Access to '''AR -> Print Statements'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Reconcile Receivables
 
|Reconcile Receivables
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|Sales Analysis
 
|Sales Analysis
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|Access to '''AR -> Sales Analysis'''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
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|align="center"|''Ignored''
 
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|Statistics Entry
 
|Statistics Entry
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=== Security Category - A/P ===
 
=== Security Category - A/P ===
 
{| class="wikitable"
 
{| class="wikitable"

Revision as of 19:31, 25 June 2014

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.

Security System Screen

Select Other -> Security System. (Requires Security System: Other -> Security System -> View)

Menu-other-securitysystem.png

Security System Menu Options

  • Top Menu - Marketing, G/L, A/R, A/P, Profiles, Other. See Security System Fields below.
  • Print - N/A
  • Hist - Displays the history of Security System Changes
  • Options - Controls the amount of activity to log. Recommended: Level 4
  • Exit - Close the window.

Security System Fields

After selecting each of the top menu options, the Security Items for that menu are listed.

Menu-other-securitysystem-glitems.png

Left-Clicking on each of the Security Items will load Security Levels, and allow them to be updated.

Menu-other-securitysystem-securityitem.png Menu-other-securitysystem-levels.png

After selecting a Security Item and assigning a value, select Accept to save the changes.

Menu-other-securitysystem-actionbuttons.png

Other Action Buttons:

  • Set to 0000: Changes the currently selected Security Item -> Security Levels to 0000. (After selecting the option, select Accept to save the changes.)
  • Set to 2468: Changes the currently selected Security Item -> Security Levels to 2468. (After selecting the option, select Accept to save the changes.)
  • Clear all: Resets all Security Levels for all Security Items in the entire Security System.
  • Set all 8888; Changes all Security Levels for all Security Items in the entire Security System to 8888.

Security Items and Functions

Security Category - Marketing

Security Item Security Level and Associated Features
View Entry Edit Global
Client Query Access to Marketing -> Client Query Wizard Ignored Ignored Ignored
Diary Maintenance Open Diary items Create Diary items Edit Diary items Delete Diary items
Diary Reports Access to Marketing -> Diary and Submission Reports Ignored Ignored Ignored
Memo Writer Access to Marketing -> Memo Writer

View Policy and Client Memos

Edit previously created Memos Unlock protected Memos

Security Category - G/L

Security Item Security Level and Associated Features
View Entry Edit Global
Balance Sheet Access to GL -> Balance Sheet for the current Agency Code. Ignored Ignored Ignored
Bank Reconcile
Consol Balance Sheet Access to GL -> Balance Sheet for any single Agency Code or for all Agency Codes combined. Ignored Ignored Ignored
Consol Income & Exp Access to GL -> Income & Expense for any single Agency Code or for all Agency Codes combined. Ignored Ignored Ignored
Daily Mgmt Summary Access to GL -> Daily Mgmt Summary Ignored Ignored Ignored
General Ledger Inquiry Access to GL -> General Ledger Inquiry Ignored Ignored Ignored
G/L Budget Maintenance
Income & Expense Access to GL -> Income & Expense for the current Agency Code. Ignored Ignored Ignored
Journal Register Access to GL -> Journal Register Ignored Ignored Ignored
Journal Summary Access to GL -> Journal Summary Ignored Ignored Ignored
Journal Transaction
Open/Close Month
Trial Balance Access to GL -> Trial Balance Ignored Ignored Ignored

Security Category - A/R

Security Item View Entry Edit Global
Aged Receivables Access to AR -> Aged Receivables Ignored Ignored Ignored
Broker Statement Access to AR -> Broker Statement Ignored Ignored Ignored
Cash Reports Access to AR -> Cash Reports Ignored Ignored Ignored
Cash Transaction
  • View any cash receipt currently entered into the system from a client
  • Access to AR -> Cash Transaction
  • Required for AR -> Reconcile Receivables
  • Required for GL -> Bank Deposit
  • Create new cash transactions
  • Required for AR -> Reconcile Receivables
  • Required for GL -> Bank Transfer
  • Required for GL -> Bank Deposit
  • Edit existing cash transactions, including reconcile status
  • Required for AR -> Reconcile Receivables
  • Required for GL -> Bank Deposit
  • Delete existing cash transactions.
  • Access to AR -> Cash Transaction -> Options
Cash Deposit Report Access to AR -> Cash Deposit Report Ignored Ignored Ignored
Claims List Report Access to AR -> Claims List Report Ignored Ignored Ignored
Collection Summary Access to AR -> Collection Summary Ignored Ignored Ignored
Invoice Report Access to AR -> Invoice Register Ignored Ignored Ignored
Late Charges
Manually Edit Late Chg
Late Charge Report Access to AR -> Late Charges -> Late Charge Report Ignored Ignored Ignored
Late Charge Setups
Open Item Match
Policy List Report Access to AR -> Policy List Report

Access to AR -> Policy Reports

Ignored Ignored Ignored
Policy Transaction
Print Invoices Access to AR -> Print Invoices Ignored Ignored Ignored
Print Statements Access to AR -> Print Statements Ignored Ignored Ignored
Reconcile Receivables
Sales Analysis Access to AR -> Sales Analysis Ignored Ignored Ignored
Statistics Entry
Quoted Transaction
Claims Transaction

Security Category - A/P

Security Item View Entry Edit Global
Accounts Current
Check Register
Check Summary
Check Transaction
Contract Wizard
Invoice Query
Open Item Match
Print Checks
Producer Statement
Reconcile Payables
Surplus Lines Reports
1099-MISC Forms

Security Category - Profiles

Security Item View Entry Edit Global
Additional Interest
Agency
Bank
Cert. Holder
Class
Client
Company
Contract
Department
General Ledger
Producer
Tax and Fee
Transaction
Vendor
County
Diary Category
Diary Sub Category
Diary Type
Lien Holder
Named Insured
Point of Sale
Remote Location
State

Security Category - Other

Security Item View Entry Edit Global
Automatic Reports
Profile Item Counter
Profile Label Printer
Rebuild Control Totals
Security System
Setup Printer
Upload Configuration
Transaction Analysis
Initialize Printer
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