Versions Compared

Version Old Version 7 New Version 8
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

2. Broker Data Permissions.

Important: Broker Data Permissions are irrelevant IF, on the General tab, the Super User? field is set to Yes.

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.

Click the New button (Image Added). The External System Login dialog will be displayed.

Image Added

  1. Select the External System.
  2. Enter the User Name (as defined by the external system).
  3. Enter the Password (as defined by the external system).
  4. Re-enter the password.
  5. Click the OK button. The External System Login dialog will close.