| Permission | Enables | Implications | Related |
| Locate a broker account. | This only pertains to the Account
Locate screen. Users without this right can still use the broker
lookup screens throughout the system, e.g. to assign a broker
to a client or to add a broker to a line of business.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view broker account detail. |
The broker accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
| View broker account detail. | This allows the user to access broker account detail from the Account Locate screen as well as from the Broker Details link label on the Billing tab of a client's account detail. | ||
| Add a broker account. | Restricting the number of users who can add brokers helps eliminate account duplication. | ||
| Edit broker account detail. | If the user is not also granted
the Edit Structure right under Brokers
> Brokers, the user will not be able to edit the Structure list.
In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
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| Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify a broker's account. | Inactivating a broker account allows you to retain account detail, but prevents that broker from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
| Access a broker's Contacts list with the level of security assigned under General > Contacts. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General Contacts. If the user is not granted any rights under General > Contacts, this object will not grant any rights. | ||
| Access a broker's Transaction list with the level of security assigned under General > Transactions. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Transactions in the Broker area. If the user is not granted any rights under General > Transactions, this object will not grant any rights. | ||
| Access a broker's Attachment list with the level of security assigned under General > Attachments. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Broker area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | ||
| Access a broker's Activity list with the level of security assigned under General > Activities. | Users without these rights will
not be prevented from adding an activity created as part of a
system event.
While it may be beneficial to limit the number of users who may add activities on a broker account, keep in mind that users who do not have the rights to view broker activities will not be able to view any activities on a broker account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Broker area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
| Modify the structures a broker is associated to on the Account tab of the account detail. | The structures listed in the broker's account detail limit the ability to select that broker in various areas of the system. For example, a broker must be associated to similar structures as a client account in order for that broker to be assigned in the client's account detail. |
| Permission | Enables | Implications | Related |
View |
View broker commission agreements, including agreement detail.
Run the Agreement Detail On Demand report. |
Granting or denying the right to view commission agreements at the broker level does not affect a user's ability to use those agreements at the client level. | The commission agreements visible to the user are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. |
Add |
Add a broker commission agreement. | Granting or denying the right to add commission agreements at the broker level does not affect a user's ability to add agreements at the client level. | |
Edit |
Edit a broker commission agreement detail. | The user will not be able to add or modify structures unless
granted security access to those structures.
Granting or denying the right to edit commission agreements at the broker level does not affect a user's ability to edit these agreements at the client level. |
|
| Delete a broker commission agreement. | The user must have security access to the associated structures
in order to delete a commission agreement.
Granting or denying the right to delete commission agreements at the broker level does not affect a user's ability to delete agreements at the client level. |
| Permission | Enables | Implications | Related |
| View and edit the Social Security # field in the broker account detail. | Because the Social Security # field is contained in contact detail, the user must also be granted View/Edit rights to the Personal Tab under General > Contacts. | ||
| View and edit the Social Insurance # field in the broker account detail. | Because the Social Insurance # field is contained in contact detail, the user must also be granted View/Edit rights to the Personal Tab under General > Contacts. |