Security Permission Appendix

-1

TFS Main Program > Menus > File

Create New Client

Type: Yes

-2

TFS Main Program > Menus > File

Create New Application

Type: Yes

-3

TFS Main Program > Menus > File

Select Client Dialog

Yes

-4

TFS Main Program > Menus > File

Search Entity Dialog

Type: Yes

-5

TFS Main Program > Menus > File

SmartDocs

Type: Yes

-6

TFS Main Program > Menus > File

SmartLodge

Type: Yes

-7

TFS Main Program > Menus > File

Import/Export

Type: Yes

-8

TFS Administration Tool

Access TFS Administration Tool

Type: Yes

-9

TFS SmartCampaign

Access SmartCampaign

Type: Yes

-10

TFS Main Program > Menus > File

Reports

Type: Yes

-11

TFS Main Program > Menus > File

.....Reports - Delete Profile

Type: Yes

-12

TFS Main Program > Menus > File

Database Tools - Access

Type: Yes

-13

TFS Main Program > Menus > Client

Overview - Access

Type: Yes

-14

TFS Main Program > Menus > Client

Overview - Modify

Type: Yes

-15

TFS Main Program > Menus > Client

.....Delete Client

Type: Yes

-16

TFS Main Program > Menus > Client

.....Client - Change Client Type

Type: Yes

-17

TFS Main Program > Menus > Client

.....Client - Change Context

Type: Yes

-18

TFS Main Program > Menus > Client

Marketing - Access

Type: Yes

-19

TFS Main Program > Menus > Client

Marketing - Modify

Type: Yes

-20

TFS Main Program > Menus > Client

Services - Access

Type: Yes

-21

TFS Main Program > Menus > Client

Services - Modify

Type: Yes

-22

TFS Main Program > Menus > Client

Contacts - Access

Type: Yes

-23

TFS Main Program > Menus > Client

.....Contact - Access

Type: Yes

-24

TFS Main Program > Menus > Client

.....Contact - Modify

Type: Yes

-25

TFS Main Program > Menus > Client

Address/Telephone - Access

Type: Yes

-26

TFS Main Program > Menus > Client

.....Address - Access

Type: Yes

-27

TFS Main Program > Menus > Client

.....Address - Modify

Type: Yes

-28

TFS Main Program > Menus > Client

.....Telephone - Access

Type: Yes

-29

TFS Main Program > Menus > Client

.....Telephone - Modify

Type: Yes

-30

TFS Main Program > Menus > Client

Trade Names - Access

Type: Yes

-31

TFS Main Program > Menus > Client

.....Trade Name - Access

Type: Yes

-32

TFS Main Program > Menus > Client

.....Trade Name - Modify

Type: Yes

-33

TFS Main Program > Menus > Client

Financials/Cashflow - Access

Type: Yes

-34

TFS Main Program > Menus > Client

.....Financials - Access

Type: Yes

-35

TFS Main Program > Menus > Client

.....Financials - Modify

Type: Yes

-36

TFS Main Program > Menus > Client

.....Cashflow - Access

Type: Yes

-37

TFS Main Program > Menus > Client

.....Cashflow - Modify

Type: Yes

-38

TFS Main Program > Menus > Client

References - Access

Type: Yes

-39

TFS Main Program > Menus > Client

.....Reference - Access

Type: 

-40

TFS Main Program > Menus > Client

.....Reference - Modify

Type: Yes

-41

TFS Main Program > Menus > Client

Accounts - Access

Type: Yes

-42

TFS Main Program > Menus > Client

.....Accounts - Access

Type: Yes

-43

TFS Main Program > Menus > Client

.....Accounts - Modify

Type: Yes

-44

TFS Main Program > Menus > Client

Application List - Access

Type: Yes

-45

TFS Main Program > Menus > Client

.....Application - Access

Type: Yes

-46

TFS Main Program > Menus > Client

.....Application - Modify

Type: Yes

-47

TFS Main Program > Menus > Client

Quote List - Access

Type: Yes

-48

TFS Main Program > Menus > Client

.....Quote - Access

Type: Yes

-49

TFS Main Program > Menus > Client

.....Quote - Modify

Type: Yes

-50

TFS Main Program > Menus > Client

.....Quote - Convert to Application

Type: Yes

-51

TFS Main Program > Menus > Client

Notes - Access

Type: Yes

-52

TFS Main Program > Menus > Client

Notes - Modify

Type: Yes

-53

TFS Main Program > Menus > Client

Linked Files - Access

Type: Yes

-54

TFS Main Program > Menus > Client

.....Linked Files - Access

Type: Yes

-55

TFS Main Program > Menus > Client

.....Linked Files - Modify

Type: Yes

-56

TFS Main Program > Menus > Contact

Overview - Access

Type: Yes

-57

TFS Main Program > Menus > Contact

Overview - Modify

Type: Yes

-58

TFS Main Program > Menus > Contact

Marketing - Access

Type: Yes

-59

TFS Main Program > Menus > Contact

Marketing - Modify

Type: Yes

-60

TFS Main Program > Menus > Contact

Services - Access

Type: Yes

-61

TFS Main Program > Menus > Contact

Services - Modify

Type: Yes

-62

TFS Main Program > Menus > Contact

Address/Telephone - Access

Type: Yes

-63

TFS Main Program > Menus > Contact

.....Address - Access

Type: Yes

-64

TFS Main Program > Menus > Contact

.....Address - Modify

Type: Yes

-65

TFS Main Program > Menus > Contact

.....Telephone - Access

Type: Yes

-66

TFS Main Program > Menus > Contact

.....Telephone - Modify

Type: Yes

-67

TFS Main Program > Menus > Contact

Employment - Access

Type: Yes

-68

TFS Main Program > Menus > Contact

.....Employment - Access

Type: Yes

-69

TFS Main Program > Menus > Contact

.....Employment - Modify

Type: Yes

-70

TFS Main Program > Menus > Contact

References - Access

Type: Yes

-71

TFS Main Program > Menus > Contact

.....Reference - Access

Type: Yes

-72

TFS Main Program > Menus > Contact

.....Reference - Modify

Type: Yes

-73

TFS Main Program > Menus > Contact

Asset/Liability - Access

Type: Yes

-74

TFS Main Program > Menus > Contact

.....Asset - Access

Type: Yes

-75

TFS Main Program > Menus > Contact

.....Asset - Modify

Type: Yes

-76

TFS Main Program > Menus > Contact

.....Liability - Access

Type: Yes

-77

TFS Main Program > Menus > Contact

.....Liability - Modify

Type: Yes

-78

TFS Main Program > Menus > Contact

Accounts - Access

Type: Yes

-79

TFS Main Program > Menus > Contact

.....Account - Access

Type: 

-80

TFS Main Program > Menus > Contact

.....Account - Modify

Type: Yes

-81

TFS Main Program > Menus > Contact

Contacts - Access

Type: Yes

-82

TFS Main Program > Menus > Contact

.....Contact - Access

Type: Yes

-83

TFS Main Program > Menus > Contact

.....Contact - Modify

Type: Yes

-84

TFS Main Program > Menus > Application

Overview - Access

Type: Yes

-85

TFS Main Program > Menus > Application

Overview - Modify

Type: Yes

-86

TFS Main Program > Menus > Application

WorkFlow - Access

Type: Yes

-87

TFS Main Program > Menus > Application

WorkFlow - Modify

Type: Yes

-88

TFS Main Program > Menus > Application

Goods - Access

Type: Yes

-89

TFS Main Program > Menus > Application

.....Goods - Access

Type: Yes

-90

TFS Main Program > Menus > Application

.....Goods - Modify

Type: Yes

-91

TFS Main Program > Menus > Application

Services - Access

Type: Yes

-92

TFS Main Program > Menus > Application

Services - Modify

Type: Yes

-93

TFS Main Program > Menus > Application

Financier - Access

Type: Yes

-94

TFS Main Program > Menus > Application

Financier - Modify

Type: Yes

-95

TFS Main Program > Menus > Application

Calculations - Access

Type: Yes

-96

TFS Main Program > Menus > Application

Calculations - Modify

Type: Yes

-97

TFS Main Program > Menus > Application

Repayment Schedule - Access

Type: Yes

-98

TFS Main Program > Menus > Application

Revenue - Access

Type: Yes

-99

TFS Main Program > Menus > Application

.....Revenue - Access

Type: Yes

-100

TFS Main Program > Menus > Application

.....Revenue - Modify

Type: Yes

-101

TFS Main Program > Menus > Application

Invoices - Access

Type: Yes

-102

TFS Main Program > Menus > Application

.....Invoice - Access

Type: Yes

-103

TFS Main Program > Menus > Application

.....Invoice - Modify

Type: Yes

-104

TFS Main Program > Menus > Application

Notes - Access

Type: Yes

-105

TFS Main Program > Menus > Application

Notes - Modify

Type: Yes

-106

TFS Main Program > Menus > Application

Linked Files - Access

Type: Yes

-107

TFS Main Program > Menus > Application

.....Linked Files - Access

Type: Yes

-108

TFS Main Program > Menus > Application

.....Linked Files - Modify

Type: Yes

-109

TFS Main Program > Menus > Application

Trails - Access

Type: 

-110

TFS Main Program > Menus > Application

.....Trails - Access

Type: Yes

-111

TFS Main Program > Menus > Application

.....Trails - Modify

Type: Yes

-112

TFS Main Program > Menus > Tools

Quotes - Access

Type: Yes

-113

TFS Main Program > Menus > Tools

.....Quotes - Access

Type: Yes

-114

TFS Main Program > Menus > Tools

.....Quotes - Modify

Type: Yes

-115

TFS Main Program > Menus > Tools

.....Quotes - Convert to Application

Type: Yes

-116

TFS Main Program > Menus > Tools

WIP - Access

Type: Yes

-117

TFS Main Program > Menus > Tools

Batch Revenue Dialog - Access

Type: Yes

-118

TFS Main Program > Menus > Tools

Personal FollowUp - Access

Type: Yes

-119

TFS Main Program > Menus > Tools

.....Personal Follow Up - Access

Type: Yes

-120

TFS Main Program > Menus > Tools

.....Personal Follow Up - Modify

Type: Yes

-121

TFS Main Program > Menus > Tools

Clients - Access

Type: Yes

-122

TFS Main Program > Menus > Tools

.....Clients - Access

Type: Yes

-123

TFS Main Program > Menus > Tools

.....Clients - Modify

Type: Yes

-124

TFS Main Program > Menus > Tools

Companies - Access

Type: Yes

-125

TFS Main Program > Menus > Tools

.....Companies - Access

Type: Yes

-126

TFS Main Program > Menus > Tools

.....Companies - Modify

Type: Yes

-127

TFS Main Program > Menus > Tools

People - Access

Type: Yes

-128

TFS Main Program > Menus > Tools

.....People - Access

Type: Yes

-129

TFS Main Program > Menus > Tools

.....People - Modify

Type: Yes

-130

TFS Main Program > Menus > Help

Configuration - Access

Type: Yes

-131

Database Content > Application

Actual Settlement Date

Type: Yes

-132

Database Content > Entity

Date of Birth

Type: Yes

-133

TFS Administration Tool > Security

Access Other Company Data

Type: Yes

-134

TFS Administration Tool > Security

Override User Broker Security

Type: Yes

-135

TFS Main Program > Menus > CRM

Comment - Access

Type: Yes

-136

TFS Main Program > Menus > CRM

.....Comment - Access

Type: Yes

-137

TFS Main Program > Menus > CRM

.....Comment - Modify

Type: Yes

-138

TFS Main Program > Menus > CRM

Alert - Access

Type: Yes

-139

TFS Main Program > Menus > CRM

.....Alert - Access

Type: Yes

-140

TFS Main Program > Menus > CRM

.....Alert - Modify

Type: Yes

-141

TFS Main Program > Menus > CRM

Follow Up - Access

Type: Yes

-142

TFS Main Program > Menus > CRM

.....Follow Up - Access

Type: Yes

-143

TFS Main Program > Menus > CRM

.....Follow Up - Modify

Type: Yes

-144

TFS Main Program > Menus > CRM

Mail Merge - Access

Type: Yes

-145

TFS Main Program > Menus > CRM

.....Mail Merge - Access

Type: Yes

-146

TFS Main Program > Menus > CRM

.....Mail Merge - Modify

Type: Yes

-148

TFS Main Program > Menus > Client

.....Delete Application

Type: Yes

-149

TFS Main Program > Menus > Client

.....Delete Client Files and Folders

Type: Yes

-150

TFS Main Program > Menus > Client

.....Delete Application Files and Folders

Type: Yes

-151

TFS Administration Tool > Client

Change Client Broker

Type: Yes

-152

TFS Main Program > Menus > Application

Change Application Broker

Type: Yes

-153

TFS Administration Tool > Entity Menu

Advanced Entity Management - Access

Type: Yes

-200

Reports

(-1) Client Applications

Type: Yes

-201

Reports

(-2) Application for Finance - Style 1

Type: Yes

-202

Reports

(-3) Supplier List

Type: Yes

-203

Reports

(-4) Broker Residuals

Type: Yes

-204

Reports

(-5) Asset Statement

Type: Yes

-205

Reports

(-6) Volumes

Type: Yes

-206

Reports

(-7) Insurance Follow Up

Type: Yes

-207

Reports

(-8) Invoice

Type: Yes

-208

Reports

(-9) Work Flow

Type: Yes

-209

Reports

(-10) Quote

Type: Yes

-210

Reports

(-13) Asset Statement - Simple

Type: Yes

-211

Reports

(-14) Asset Statement - Joint

Type: Yes

-212

Reports

(-19) Application for Finance - Style 2

Type: Yes

-213

Reports

(-31) Client Listing

Type: Yes

-214

Reports

(-20) Work Flow

Type: Yes

-215

Reports

(-22) Volumes - Brief

Type: Yes

-216

Reports

(-23) Revenue

Type: Yes

-217

Reports

(-24) Volume Graphs by Group

Type: Yes

-218

Reports

(-30) Volume Graphs by Month Settled

Type: Yes

-219

Reports

(-35) Work Flow - Mortgage - Style 1

Type: Yes

-220

Reports

(-36) Work Flow - Mortgage - Style 2

Type: Yes

-221

Reports

(-39) Mortgage Bins

Type: Yes

-222

Reports

(-40) Mortgage - Settlements Follow Up

Type: Yes

-223

Reports

(-46) Amortisation Schedule

Type: Yes

-224

Reports

(-48) Invoice Statement

Type: Yes

-225

Reports

(-50) Revenue Split - by entity

Type: Yes

-226

Reports

(-51) Revenue Split - by revenue

Type: Yes

-227

Reports

(-52) Revenue Split - by entity for Batch Reporting

Type: Yes

-228

Reports

(-53) Disbursement Advice

Type: Yes

-229

Reports

(-54) Client Contact Birthdays

Type: Yes

-230

Reports

(-55) Client Comments

Type: Yes

-231

Reports

(-100) SmartCampaign Selections

Type: Yes

-232

Reports

(-101) Marketing Groups

Type: Yes

-233

Reports

(-102) Return On Investment

Type: Yes

-234

Reports

(-103) Check Address

Type: Yes

-235

Reports

(-104) Broker Assigned Entities

Type: Yes

-236

Reports

.....(-1) Client Applications/Commitment Sched - all

Type: Yes

-237

Reports

.....(-2) Application for Finance - Style 1

Type: Yes

-238

Reports

.....(-3) Supplier Listing

Type: Yes

-239

Reports

.....(-4) Broker Residuals > 0

Type: Yes

-240

Reports

.....(-5) Volumes by Broker and Financier - detailed

Type: Yes

-241

Reports

.....(-6) Insurance Follow Up - financed

Type: Yes

-242

Reports

.....(-7) Work Flow - Style 1

Type: Yes

-243

Reports

.....(-10) Application for Finance - Style 2

Type: Yes

-244

Reports

.....(-11) Settlements - Style 1

Type: Yes

-245

Reports

.....(-12) Work Flow - Style 2

Type: Yes

-246

Reports

.....(-13) Settlements - Style 2

Type: Yes

-247

Reports

.....(-14) Volumes by Broker and Financier - summary

Type: Yes

-248

Reports

.....(-15) Volumes by Financier and Broker - detailed

Type: Yes

-249

Reports

.....(-16) Volumes by Financier and Broker - summary

Type: Yes

-250

Reports

.....(-17) Brief Volumes by Broker - detailed

Type: Yes

-251

Reports

.....(-18) Revenue - all Outstanding

Type: Yes

-252

Reports

.....(-19) Volume Graphs by Group

Type: Yes

-253

Reports

.....(-31) Volume Graphs by Month Settled

Type: Yes

-254

Reports

.....(-32) Brief Volumes by Broker

Type: Yes

-255

Reports

.....(-33) Revenue - Oustanding Brokerage

Type: Yes

-256

Reports

.....(-34) Revenue - Oustanding Other

Type: Yes

-257

Reports

.....(-35) Insurance Follow Up - unfinanced

Type: Yes

-258

Reports

.....(-39) Client Listing

Type: Yes

-259

Reports

.....(-40) Application for Finance - Style 1 Broker

Type: Yes

-260

Reports

.....(-41) Application for Finance - Style 2 Broker

Type: Yes

-261

Reports

.....(-44) Work Flow - Mortgage - Style 1

Type: Yes

-262

Reports

.....(-45) Work Flow - Mortgage - Style 2

Type: Yes

-263

Reports

.....(-48) Mortgage Bins

Type: Yes

-264

Reports

.....(-49) Mortgage - Settlements Follow Up

Type: Yes

-265

Reports

.....(-52) Client Applications/Commitment Sched - curr

Type: Yes

-266

Reports

.....(-53) Amortisation Schedule

Type: Yes

-267

Reports

.....(-54) Client Applications

Type: Yes

-268

Reports

.....(-55) Broker Residuals - All

Type: Yes

-269

Reports

.....(-56) Revenue Split - by entity

Type: Yes

-270

Reports

.....(-57) Revenue Split - by revenue

Type: Yes

-271

Reports

.....(-58) Disbursement Advice

Type: Yes

-272

Reports

.....(-59) Client Contact Birthdays

Type: Yes

-273

Reports

.....(-60) Client Comments

Type: Yes

-274

Reports

.....(-61) Amortisation Schedule - payout figures

Type: Yes

-275

Reports

.....(-62) Amortisation Schedule - payout figures (ext)

Type: Yes

-276

Reports

.....(-63) Application for Finance - Style 1 Broker (ext)

Type: Yes

-277

Reports

.....(-64) Application for Finance - Style 2 Broker (ext)

Type: Yes

-278

Reports

.....(-65) Application for Finance - Style 1 (ext)

Type: Yes

-279

Reports

.....(-66) Application for Finance - Style 2 (ext)

Type: Yes

-280

Reports

.....(-67) Client Applications/Commitment Sched -all (ext)

Type: Yes

-281

Reports

.....(-68) Client Applications/Commitment Sched - curr (ext)

Type: Yes

-282

Reports

.....(-69) Client Applications (ext)

Type: Yes

-283

Reports

.....(-70) Amortisation Schedule (ext)

Type: Yes

-284

Reports

.....(-71) Invoice

Type: Yes

-285

Reports

.....(-72) Invoice - Broker

Type: Yes

-286

Reports

.....(-73) Quote for Finance

Type: Yes

-287

Reports

.....(-74) Quote for Finance - Broker

Type: Yes

-288

Reports

.....(-75) Invoice Statement

Type: Yes

-289

Reports

.....(-100) SmartCampaign Selections

Type: Yes

-290

Reports

.....(-101) Marketing Groups

Type: Yes

-291

Reports

.....(-102) Return On Investment - detailed

Type: Yes

-292

Reports

.....(-103) Check Address

Type: Yes

-293

Reports

.....(-104) Broker Assigned Entities

Type: Yes

-294

Reports

.....(-105) Return On Investment - summary

Type: Yes

-295

Reports

(-56) Non Standard Folders

Type: Yes

-296

Reports

.....(-76) Non Standard Folders

Type: Yes

-297

Reports

(-57) Quote

Type: Yes

-298

Reports

.....(-77) Quote for Finance

Type: Yes

-299

Reports

.....(-78) Quote for Finance - Broker

Type: Yes

-300

TFS Integration

Access TFS Integration

Type: Yes

-301

TFS Main Program > Menus > Application

Linked Files - Upload to Copy File

Type: Yes

-302

TFS Main Program > Menus > Application

Linked Files - Explore Raw Files in Folder

Type: Yes

-303

TFS Main Program > Menus > Client

Linked Files - Upload to Copy File

Type: Yes

-304

TFS Main Program > Menus > Client

Linked Files - Explore Raw Files in Folder

Type: Yes

-1000

TFS Administration Tool > Security

Allow Empty Password for User Login

Type: Yes

-1002

TFS Main Program > Content

List Item - Modify

Type: Yes

-1003

TFS Main Program > Content

Settled Application - Modify

Type: Yes

-1004

Database Content > Application

Application Start Date

Type: Yes

-1005

Database Content > Application

Application Number

Type: Yes

-1006

Database Content > Client

Client Number

Type: Yes

-1007

TFS Main Program > Menus > Contract

Contract - Access
Access to the Contract Overview screen.

Type: Yes

-1008

TFS Main Program > Menus > Contract

Contract - Modify
Allows modification of data on the Contract Overview screen.

Type: Yes

-1009

TFS Main Program > Menus > Contract

Schedule - Access
Access to the Payment Schedule screen.

Type: Yes

-1010

TFS Main Program > Menus > Contract

Payment - Access
Access to the Payments screen.

Type: Yes

-1011

TFS Main Program > Menus > Contract

Payment - Access
Allow viewing of individual payments on the Payments screen.

Type: Yes

-1012

TFS Main Program > Menus > Contract

Payment - Modify
Allow modification of individual payments on the Payments screen.

Type: Yes

-1013

TFS Main Program > Menus > Contract

Revenue/Invoice - Access
Access to the Revenue/Invoice screen.

Type: Yes

-1014

TFS Main Program > Menus > Contract

Revenue - Access
Allow viewing of individual revenue items in the Revenue list on the Revenue/Invoice screen.

Type: Yes

-1015

TFS Main Program > Menus > Contract

Revenue - Modify
Allow modification of individual revenue items in the Revenue list on the Revenue/Invoice screen.

Type: Yes

-1016

TFS Main Program > Menus > Contract

Invoice - Access
Allow viewing of individual invoices in the Invoices list on the Revenue/Invoice screen.

Type: Yes

-1017

TFS Main Program > Menus > Contract

Invoice - Modify
Allow modification of individual invoices in the Invoices list on the Revenue/Invoice screen.

Type: Yes

-1018

TFS Main Program > Menus > Tools

Loan Book - Access
Access to the Loan Book screen.

Type: Yes

-1019

TFS Main Program > Menus > Tools

Process Overdue - Allowed
Enables the Process Overdue function on the Loan Book screen.

Type: Yes

-1029

TFS Main Program > Menus > Tools

Pay On Time - Allowed
Enables the Paid On Time function on the Loan Book screen.

Type: Yes

-1030

TFS Main Program > Menus > Tools

Edit - Allowed
Enables editing of a loan book item.

Type: Yes