|
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. |
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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.
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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. |
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D4993 |
1.93 |
Client |
Binder |
Added security to binder tab. |
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F962 & F2971 |
1.94 |
Setup |
User Rights |
Ability to export user rights templates. |
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F2497 |
1.92.5 |
Security |
Market Analysis |
Security added to market analysis. |
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F2817 |
1.93 |
Downloads |
Interface |
Added interface security for setup of imports. |
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F2962 |
1.92.5 |
Policies |
Classifieds |
Added view security to the new policy classifieds tab. |
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F2983 |
1.94 |
Home
menus/screens |
Security |
Add security for Home > Expirations export. |
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F2986 |
1.94 |
Certificates |
Security |
Add separate security for new certificates and renewal certificates. |
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F3307 |
1.91 |
Security |
Coverage Templates |
Add security to coverage templates. |
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F3516 |
1.94 |
Doc Mgmt |
|
Add Delete security specific to Recycle Bin in attachments folders. |
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F3585 |
1.94 |
Search |
Client |
Add security for global search. |
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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. |
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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. |
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