When the ‘Advanced Security’ Licence has been activated the ‘Security’ tab will have additional fields available for selection. It is vital that at least one (we recommend two) members of staff are set up with a ‘User Privilege’ of Supervisor and are on advanced security as Manager. They will be responsible for looking after the ‘Security’ tab and will be the only people with access to this tab.
The access rights are as follows , access to MI reports, the Setup Area of CCD and the updates area is governed by the management access set on each staff record.
Managers have the highest level of access.
Managers have unrestricted access to the system, including the ability to modify security settings for other users.
Compliance has the same level of access as Manager, but without the ability to modify security settings for other users.
Administrators have the same level of access as Managers but without the ability to modify security settings for other users, or access to the compliance module.
If your Company is large enough to have numerous locations (branches) and these have been set up correctly, each member of staff will be attached to a stated location (branch). Advisers will have been attached to a branch in their staff record; administrators have to be attached to a branch here. An administrator can be attached to more than one branch but can only view one branch at a time.
Limited view will now be available and restricted to Clients, Fact finds and Admin, solely for the location (branch) that the person logged on belongs to. Set up and Compliance are unavailable under this profile.
Advisers have the most restricted levels of access. They have a limited view to their own clients, fact find and Admin.
They cannot view clients where they are not recorded as having the access rights to do so, nor can they access the Setup or Compliance module.
On a client record the primary adviser and anyone with the correct authority can grant access rights to other advisers. This has to be done on each client record where access is to be allowed.
Service Managers have a limited view to their own clients, fact find and Admin. They cannot view clients where they are not named as the Service Manager, nor can they access the Setup or Compliance module.