Security

The following items have been either resolved (D#) or added to (F#) Nexsure. Click the Video icon to view the instructional video that details the changes to Nexsure.

Note: Once the video has opened, it may be necessary to scroll down to view the player controls.

Item # Nexsure Version Category Subtopic Description of Change Video
  1.93 Security Reports Report security has been added to prohibit report creation greater than the user security for organization, region, territory and branch levels.
D3082 1.92.5 Setup Security Re-ordered contents of “number of previous passwords” list in Security Administration on the security policy screen to ascending order. Navigation: SETUP > Security Administration > security policy tab > number of previous passwords.  
D4497 1.93 Security Reports Report security was added to prohibit users from seeing any reports not created by them. To override and allow others to view all user's reports, set report menu to allow override.
D4993 1.93 Client Binder Added security to binder tab.
F962 & F2971 1.94 Setup User Rights Ability to export user rights templates.
F2497 1.92.5 Security Market Analysis Security added to market analysis.
F2817 1.93 Downloads Interface Added interface security for setup of imports.
F2962 1.92.5 Policies Classifieds Added view security to the new policy classifieds tab.
F2983 1.94 Home menus/screens Security Add security for Home > Expirations export.
F2986 1.94 Certificates Security Add separate security for new certificates and renewal certificates.
F3307 1.91 Security Coverage Templates Add security to coverage templates.
F3516 1.94 Doc Mgmt   Add Delete security specific to Recycle Bin in attachments folders.
F3585 1.94 Search Client Add security for global search.
F5671, F5797, F5735, F5798, F5659, F5734 2.1 Client, Setup People, Contact, Named Insureds, Locations, Security, Vehicles In the Resource Group > Client, new options have been added to control the tabs and options for the Units at Risk features. This video shows information on areas where new CRM security has been added. After the release is in production it is important to setup security access so users will continue to have access to areas they have accessed in the past, such as client contacts.
F6609 2.1.3 Accounting Security Security settings can be modified to allow certain staff members access to the [Add Master Invoice] link on the TRANSACTIONS screen.