Region Employees Security

To Add Security

1. 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.
2. To assign or edit the contacts security, select the Security tab. Complete or edit the following fields:

• Login ID: Enter an User login ID no more than 18 characters long using an alphanumeric value.
• Password:  Enter a User Password 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.
• Rights:  Rights are assigned by clicking the Details icon on the Details column to access the User Rights Information pop-up screen. The rights as identified in Setup under User Rights Templates will display in this column.
• Status:  Status is assigned on the User Rights Templates pop-up screen.
• Date Created:  Is the date security was saved.
• Remove: Deletes the security record for the contact. The security tab will no longer be displayed but the link to add security will again display at the bottom of the Contacts screen (Click here to make this contact a user).

3. 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 list 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.  
• Rights:  Select the appropriate User Rights template from a drop-down box that is populated in Setup under User Rights Templates.

Related Topics

About Regions

Adding Region Contacts

Territories

Branches