Branch Employees Security
To Add Security
- User Information
is optional. Clicking "Click here to make this contact
a user" will create the Security tab beside the Contact
Detail tab. Setup information provides information on adding and modifying security templates.
The Security
screen allows the users Login Information to be completed. Once security
has been assigned to a contact, this link can no longer be seen unless
security is removed.
- To assign or edit the contacts security, click
on the Security tab. Complete
the following fields:
- Login ID:
Enter a login ID for the contact no more than 18 characters long using
an alphanumeric value.
- Password:
Enter a Password for the contact no more than 18 characters long using
an alphanumeric value.
- Confirm Password:
This field is required for the password to be reentered correctly.
- Time Zone: In
the drop-down list, select the user's local time zone.
- Cancel:
Click Cancel to abort
the record.
- Save:
Click Save to create User Accounts
- Update:
Click Update to update modifications
to the record.
- User Accounts:
The user account listing contains the following:
- Details: The
Details
icon will display in this column. Clicking
on the icon will display the User Rights Information which may
be edited.
- Entity
Name: All entity name(s)
the user has been assigned rights will display in this column.
- Entity Type:
The entity type is defined as the contacts type in Nexsure, such as Client,
Employee, Retail Agent, Underwriter, outside finance company or
additional interest.
- Entity Type:
The entity type is defined as the contacts type in Nexsure, such as Client,
Employee, Retail Agent, Underwriter, outside finance company or
additional interest.
- Entity Type:
The entity type is defined as the contacts type in Nexsure, such as Client,
Employee, Retail Agent, Underwriter, outside finance company or
additional interest.
- Entity Type:
The entity type is defined as the contacts type in Nexsure, such as Client,
Employee, Retail Agent, Underwriter, outside finance company or
additional interest.
- Entity Type:
The entity type is defined as the contacts type in Nexsure, such as Client,
Employee, Retail Agent, Underwriter, outside finance company or
additional interest.
- Click on the Details icon
to display the User Rights Information pop-up screen. Complete
the following fields as appropriate for contact security:
- Entity Type:
Even though a drop-down box is shown, only the appropriate entity type
as defined by the area in which the contact is being added in Nexsure
will display; such as Client, Employee, Retail Agent, Underwriter,
outside finance company or additional interest. Example: If
a client contact, then the entity type available would be Client.
- Entity Name:
Even though a drop-down box is shown only, the entity that rights
are being assigned for will be available.
- Status: Status
will be a drop-down list and will contain 2 choices: Active and
Inactive. If Inactive is selected the contact login is disabled
and an “
” icon will be displayed on Contacts summary
screen. If Active is selected the contact login is enabled
and an "
” icon will be displayed on the Contacts
summary screen. (See Contacts Summary for placement details)
- Rights:
Select the appropriate User Rights template from a drop-down box
that is populated in Setup under User Rights Templates.
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