Users/Access
AgencyToday requires
two levels of access.Level
1 allows the user full access to accounting and management reports.Level
2 does not allow the user accounting, management or system control access.You also have the ability to further limit a user's access by checking the appropriate boxes such as "Passwords Access" and "Policy Deleting Access."
Accessing:
This screen can be accessed from Main Menu / System Control / Access / Passwords.
Adding a New User:
1. Click on the ADD button. AgencyToday will default in the "User Name" field.
2. User Name: Type in the name (first name, middle initial, last name).
3. Designation: Type in the certified initial title if applicable or desired. (i.e., C.I.C or C.L.U.)
4. User Initials: Type in the three initials of the user. (i.e., Gregory James Edwards, type as GJE)
5. User Password: This password will be the second password utilized when logging into AgencyToday.
6. User Level: Type in
1 for Level 1 or 2 for Level 2 as defined above.7. Closure: Type in desired closure such as
Sincerely. AgencyToday will insert the closure inputted on this screen into the "Letters" area of the program.8. Title: Type in the designated title of the user. AgencyToday will insert the title input on this screen into the "Letters" area of the program.
9. Word and Excel Path fields: Input path names in the applicable fields when desiring to utilize Word in conjunction with AgencyToday.
10.
SAVE.Standard Button Features:
FIND
: By clicking on the user's name from the right side list, AgencyToday will automatically insert all user information into the field areas for viewing.EDIT: Click on the EDIT button to make desired changes. Click directly into the field of change.
NEXT: After user information is displayed, by utilizing this button AgencyToday will proceed to the next user on the list until the last user name is displayed.
ADD: As defined on previous pages.
DELETE: Select the user's name from the right side list so that all information is appearing in the fields area. Then click on the DELETE button to delete the user name and information from AgencyToday. AgencyToday will display a message to confirm the request of deletion before completing the process.