Client Employee Security

Security settings can be modified to allow certain staff members access to client employees and Other Underwriting Information on the people details tab.

To Grant Access

1. Click SETUP > Security Administration > user rights templates tab and select the security template.
2. Click [edit].
3. Open Resource Groups > Client.
4. In the Rights area, the following rights are available under Employees:

• View: Adds or removes the Employees option from the View list on the People Summary screen, and removes the Other Underwriting Information section on the people details tab. Also removes the card for Employees on the units at risk tab.

5. In the Rights area, make the appropriate selection.
6. On the Navigation Toolbar, click Save.