Security System

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)

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.

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

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

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	View	Entry	Edit	Global
Balance Sheet
Bank Reconcile
Consol Balance Sheet
Consol Income & Exp
Daily Mgmt Summary
General Ledger Inquiry
G/L Budget Maintenance
Income & Expense
Journal Register
Journal Summary
Journal Transaction
Open/Close Month
Trial Balance

Security Category - A/R

Security Item	View	Entry	Edit	Global
Aged Receivables
Broker Statement
Cash Reports
Cash Transaction
Cash Deposit Report
Claims List Report
Collection Summary
Invoice Report
Late Charges
Manually Edit Late Chg
Late Charge Report
Late Charge Setups
Open Item Match
Policy List Report
Policy Transaction
Print invoices
Print Statements
Reconcile Receivables
Sales Analysis
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