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• Security System
  This means that all users, because they would have a Security Level greater than 0, have authorizatio
  3 KB (397 words) - 16:02, 7 August 2019
• Preferences
  == Global Options (All Users) == The Global Options tab is only visible to [[Producer Profile|users]] with a [[Security System|security level]] of 9. All options listed withi
  13 KB (1,935 words) - 19:25, 19 July 2021
• Files
  ...or <tt>C:\Users\Public\Public Documents\</tt>. (A folder available to all users is recommended.)
  13 KB (1,705 words) - 18:25, 22 May 2024
• Forms: New York Driver ID Card Configuration
  ...st [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
  4 KB (536 words) - 18:52, 4 June 2018
• Agency Systems Software Subscription Code
  ;How many users need to submit the renewal request?
  3 KB (441 words) - 21:45, 8 January 2019
• Category talk:Error
  We do not know what passwords are assigned to the users. Your logins are created and maintained by your office. We can't help you t
  3 KB (439 words) - 20:51, 30 November 2015
• Report: Policy List Report: Policy Expiration List
  ...e, and does not require an administrator to run the reports for individual users.
  4 KB (536 words) - 20:40, 20 March 2019
• Main Page
  *'''[[:Category:Profiles|Profile Setup (Agency, Users, General Ledger)]]'''
  4 KB (564 words) - 16:24, 14 August 2020
• Forms: New York Driver ID Card Configuration by Department
  ...st [[Security System]] access, level 9. The menu will not be available for users without the necessary permission.
  4 KB (670 words) - 20:52, 7 May 2018
• Talk:Daily Process for Policy Downloads
  The process will work well, assuming all users remember to do the process.
  3 KB (477 words) - 18:31, 17 May 2018
• Policy View
  #*Select '''Add Login''' to enter separate credentials for individual users.
  5 KB (732 words) - 21:42, 1 July 2014
• Make Text and Other Items Larger or Smaller
  ...ties and equipment. The Configure Forms settings are shared by all Newton Users and require administrative access. ''(Requires [[Producer Profile|Producer
  5 KB (736 words) - 19:24, 19 July 2021
• SEMCAT Rating Integration
  #Edit the '''Executable Path''' to the following value. <br><tt>C:\Users\<username>\AppData\Roaming\Allied Strategy\SEMCAT\SEMCAT.exe</tt>
  5 KB (681 words) - 21:55, 21 March 2019
• Transaction Profile
  <li>[[Setting Up Your Agency (Users, Profiles, Accounting)]]
  6 KB (903 words) - 21:21, 7 May 2018
• Talk:MyInsuranceDashboard.com Integration
  Sometimes users will have their passwords auto-fill, so you may want to have them delete wh
  5 KB (769 words) - 19:22, 19 August 2016
• Agency Fee Wizard
  The Agency Fee Wizard allows users to easily charge an agency fee to any [[Agency Bill]] or [[Direct Bill]] [[
  6 KB (923 words) - 20:18, 11 March 2019
• Cash Payment Fee Wizard
  ...invoice if it is attached to the current (last) sequence. The majority of users leave the items on-account, since the accounting transactions offset to cre
  7 KB (971 words) - 14:04, 17 April 2019
• Download Alerts
  Multiple users can be assigned an alert. Some examples would be the policy producer, CSR,
  6 KB (921 words) - 19:24, 19 July 2021
• Producer Profile
  ...only to salesmen, but also to customer service representatives, operators (users), receptionists, and any employee of the agency.'''
  7 KB (1,062 words) - 14:50, 29 January 2019
• Download Options
  ...recommended [[:Category:Download|Download]] options and settings for most users.
  8 KB (1,071 words) - 22:01, 7 March 2019

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