|
|
| Line 40: |
Line 40: |
| | *'''Set to 2468''': Changes the currently selected Security Item -> Security Levels to 2468. ''(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. | | *'''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. | + | *'''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 ===
| |
| − | {| class="wikitable"
| |
| − | !Security Item
| |
| − | !colspan = "4" align="center"|Security Level and Associated Features
| |
| − | |-
| |
| − | !
| |
| − | !View
| |
| − | !Entry
| |
| − | !Edit
| |
| − | !Global
| |
| − | |-
| |
| − | |Client Query
| |
| − | |Access to '''Marketing -> [[Report: Client Query Wizard|Client Query Wizard]]'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Diary Maintenance
| |
| − | |Open Diary items
| |
| − | |Create Diary items
| |
| − | |Edit Diary items
| |
| − | |Delete Diary items
| |
| − | |-
| |
| − | |Diary Reports
| |
| − | |Access to Marketing -> Diary and Submission Reports
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Memo Writer
| |
| − | |Access to Marketing -> Memo Writer
| |
| − | View Policy and Client Memos
| |
| − | |
| |
| − | |Edit previously created Memos
| |
| − | |Unlock protected Memos
| |
| − | |-
| |
| − | |}
| |
| − | | |
| − | === Security Category - G/L ===
| |
| − | {| class="wikitable"
| |
| − | !Security Item
| |
| − | !colspan = "4" align="center"|Security Level and Associated Features
| |
| − | |-
| |
| − | !
| |
| − | !View
| |
| − | !Entry
| |
| − | !Edit
| |
| − | !Global
| |
| − | |-
| |
| − | |Balance Sheet
| |
| − | |Access to '''GL -> Balance Sheet''' for the current Agency Code.
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Bank Reconcile
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Consol Balance Sheet
| |
| − | |Access to '''GL -> Balance Sheet''' for any single Agency Code or for all Agency Codes combined.
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Consol Income & Exp
| |
| − | |Access to '''GL -> Income & Expense''' for any single Agency Code or for all Agency Codes combined.
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Daily Mgmt Summary
| |
| − | |Access to '''GL -> Daily Mgmt Summary'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |General Ledger Inquiry
| |
| − | |Access to '''GL -> General Ledger Inquiry'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |G/L Budget Maintenance
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Income & Expense
| |
| − | |Access to '''GL -> Income & Expense''' for the current Agency Code.
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Journal Register
| |
| − | |Access to '''GL -> Journal Register'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Journal Summary
| |
| − | |Access to '''GL -> Journal Summary'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Journal Transaction
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Open/Close Month
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Trial Balance
| |
| − | |Access to '''GL -> Trial Balance'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |}
| |
| − | | |
| − | === Security Category - A/R ===
| |
| − | {| class="wikitable"
| |
| − | !Security Item
| |
| − | !View
| |
| − | !Entry
| |
| − | !Edit
| |
| − | !Global
| |
| − | |-
| |
| − | |Aged Receivables
| |
| − | |style="width: 22.5%;"|Access to '''AR -> Aged Receivables'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Broker Statement
| |
| − | |Access to '''AR -> Broker Statement'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Cash Reports
| |
| − | |Access to '''AR -> Cash Reports'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Cash Transaction
| |
| − | |<ul><li>View any cash receipt currently entered into the system from a client</li>
| |
| − | <li>Access to '''AR -> Cash Transaction'''</li>
| |
| − | <li>Required for '''AR -> Reconcile Receivables'''</li>
| |
| − | <li>Required for '''GL -> Bank Deposit'''</li></ul>
| |
| − | |<ul><li>Create new cash transactions</li>
| |
| − | <li>Required for '''AR -> Reconcile Receivables'''</li>
| |
| − | <li>Required for '''GL -> Bank Transfer'''</li>
| |
| − | <li>Required for '''GL -> Bank Deposit'''</li></ul>
| |
| − | |<ul><li>Edit existing cash transactions, including reconcile status</li>
| |
| − | <li>Required for '''AR -> Reconcile Receivables'''</li>
| |
| − | <li>Required for '''GL -> Bank Deposit'''</li></ul>
| |
| − | |<ul><li>Delete existing cash transactions.</li>
| |
| − | <li>Access to '''AR -> Cash Transaction -> Options'''</li></ul>
| |
| − | |-
| |
| − | |Cash Deposit Report
| |
| − | |Access to '''AR -> Cash Deposit Report'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Claims List Report
| |
| − | |Access to '''AR -> Claims List Report'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Collection Summary
| |
| − | |Access to '''AR -> Collection Summary'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Invoice Report
| |
| − | |Access to '''AR -> Invoice Register'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Late Charges
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Manually Edit Late Chg
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Late Charge Report
| |
| − | |Access to '''AR -> Late Charges -> Late Charge Report'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Late Charge Setups
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Open Item Match
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Policy List Report
| |
| − | |Access to '''AR -> Policy List Report'''
| |
| − | Access to '''AR -> Policy Reports'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Policy Transaction
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Print Invoices
| |
| − | |Access to '''AR -> Print Invoices'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Print Statements
| |
| − | |Access to '''AR -> Print Statements'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Reconcile Receivables
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Sales Analysis
| |
| − | |Access to '''AR -> Sales Analysis'''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |align="center"|''Ignored''
| |
| − | |-
| |
| − | |Statistics Entry
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Quoted Transaction
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |-
| |
| − | |Claims Transaction
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |}
| |
| − | | |
| − | === Security Category - A/P ===
| |
| − | {| class="wikitable"
| |
| − | !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 ===
| |
| − | {| class="wikitable"
| |
| − | !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 ===
| |
| − | {| class="wikitable"
| |
| − | !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
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |
| |
| − | |}
| |
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)
- 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.
