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4. On broker specific reports, a disclaimer is shown at the bottom of the report. If the disclaimer is different to the default, then enter a broker specific disclaimer. This will replace the default one of the broker specific reports.
Security Tab
- Determines the accessibility to other contexts if more than one context exists.
- Access Other Company Data?: Relevant to users who work for multiple offices (for example, the Sydney and Melbourne office).
- No (default): The user cannot access multiple company contexts.
- Yes: The user can access multiple company contexts.
- Override User Broker Security?: Determines the access permissions of a user.
- No (default): The user's search and access permissions are based on the Broker Data Permissions list (see below).
- Yes: The user can search and access any broker's clients.
2. Broker Data Permissions.
| Important: Broker Data Permissions are irrelevant IF, on the General tab, the Super User? field is set to Yes. |
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If the user has Override User Broker Security? set to No, then administrators need to select the brokers for who this user can access the data. Clicking the Access or Search columns will add or remove a tick in that column.
- Access: A tick in the Access column means that a user can select and edit client details. An example may be a personal assistant that works for two brokers in an office. This PA would require access to these details.
- Search: A tick in the Search column means that a user can view another broker's clients whilst searching. This may assist a staff member when a client rings the office but doesn't know who the client belongs to.
3. External System Logins.