Retail Agent Assignment Security

Security settings can be modified to allow certain staff members access to view, modify, add and delete functions on the retail agent assignment 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 > Retail Agent.
4. In the Rights area, the following rights are available under Assignment:

• View: When checked, allows theuser to view the retail agent assignment tab.
• Modify: Enables the Save button on the Assign Account Management dialog box when viewing the details of an assignment.
• Add: Enables the [Add New] link on the on the retail agent assignment tab. If a user does not have this right, the [Add New] link will not be displayed.
• Delete: Enables the Remove icon next to any non-primary assignments. If a primary assignment must be removed, a new primary must be designated first.

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