Chapter 4 - Establishing Pro Gold XP Defaults

In Security Tab   (Setup Tab=>Change Company Info Icon=> Security Tab)

• Super is the default master ID (only ID that can enter/edit User ID’s)
• Assign password to super ID
• Multiple users can use Super account, but should only be assigned to users who have unrestricted access to system
• Can setup full access user accounts (These accounts cannot enter/edit User ID’s)
• Full access users accounts must be assigned access to each tab
• Enter/edit User ID’s and passwords for all personnel with restricted access
• Must assign individual tab access for each restricted user account
• Restricted access user accounts should be assigned with only those tabs needed (e.g., Contact Tab, Properties Tab (Restricted), Setup Tab (Restricted))
• Removing the Setup Tab (Regular and Restricted) from a user account restricts access on the Properties Tab to just the Work With Properties, Property Report, and Check List Calendar Icons
• Use position/billet for user names vice actual names (just change password when personnel change)
• Banking access is controlled by assigning Banking Tab under area and each individual bank account the User-ID is authorized to access (e.g., Banking Tab & Lone Star/Escrow; Banking Tab & Lone Star/General, Banking Tab & Lone Star/Savings would require three banking tab entries)
• Must assign a bank account to each banking tab entry
• Passwords can be modified as needed
• ID’s can be deleted
• Use left/right arrow keys to scroll between accounts