User Management
Overview
Control database access and security permissions from the User Management utility located in the Tools menu. This utility allows administrators to manage who can access the system and what specific actions they can perform.
🔐 Accessing User Management
To prevent unauthorized changes to user permissions, this section is password-protected.
- Default Tools Password:
password - Customization: To update this security layer, check the "Change Password for Tools" box, enter your new password, and click Save.
👥 Managing Users
Once inside the utility, you can manage the list of individuals with access to your database.
1. User List & Credentials
The main grid displays all current users. From here, you can add new team members or update existing credentials.
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Username & Password: Assign unique login credentials for every staff member.
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Email Integration: Ensure an email address is associated with each user for system notifications.
2. Adding & Editing Users
Use the entry fields to input user details.
🛡️ Permissions & Security
Commission Tracker allows for granular control over what each user can see and do.
3. Permission Toggles
Use the checkboxes to restrict specific actions. Common restrictions include:
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Delete Permissions: Prevent accidental or unauthorized deletion of policies or payments.
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Reporting Access: Restrict access to sensitive financial or agent-specific reports.
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Administrative Tools: Limit who can access global settings and carrier tables.
4. Saving Changes
After adjusting credentials or toggling permissions, ensure you use the Save or Update buttons to commit the changes to the database.
5. Session Log
The Session Log will show you:
- What user was in the software
- When they were in the software and when they got out of the software
- And additional information
Pro-Tip: Security Review
Periodically review your user list and permissions to ensure that former employees no longer have access and that current staff have the appropriate level of security for their roles.