The Security Tab

The Advanced Security licence was an optional licence on versions 4.5 and below, within version 5, this will now come as standard.

The advanced security functionality will give you additional fields to not only set the level of access (User Identification) but also set roles within the system.

User Identification

The level of access will give each user the following:

Supervisor

Access: all modules

Browse, create, edit, delete, print, export and define value lists in all modules.

Full menu control in all modules except Manager.

Operator

Access all modules except set-up.

Browse, create, edit, print, export in all modules

Can delete records as part of scripting.

No menu control in any modules

User

Access all modules except set-up and updates.

Browse, print, export in all modules

Cannot create, delete or edit any records in any part of the system.  No menu control in any modules

It is vital that at least one (we recommend two) members of staff are set up with a ‘User Privilege’ of Supervisor.  They will be responsible to looking after the ‘Security’ tab.

Access Permission Granted

Within the Access permission granted area, it allows you to set roles within the system

Manager

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

Compliance has the same level of access as Manager, but without the ability to modify security settings for other users.

Administrator
 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.

Branch Administrator

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 must be attached to a branch here. An administrator can be attached to more than 1 branch but can only view 1 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.

Adviser

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 must be done on each client record where access is to be allowed. 

Service Manager        

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.

Management Access

There are also additional options you can set against each staff member:

These options allow the user to:

  • View audit logs against a client
  • Extract client data
  • Access reports within the admin module
  • Access the Setup module
  • Access the Updates module