Producer Security

Producer Security enables you to control producer access to clients and prospects using the Account Level Access group and All Producer Access setting in Security Manager.

Grant Rights to All Producers

Group Level

Users in the Account Level Access group are granted rights to All Producer Access, allowing access to all customer and prospect information. Users are automatically added to this group, so users are automatically granted these rights.

Deny Rights - Group Level

To deny All Producer Access, remove the user from the Account Level Access group. For more information, see Security Manager.

User Level

Because user rights override group rights, it is recommended that you use group rights to simplify security access. You may, however, also grant All Producer Access at the user level.

  1. In Security Manager, select the user in the list.
  2. On the Program Access tab treeview, click the Main branch.
  3. Select All Producer Access in the upper right window.
  4. Click Grant. For more information, see Assign Program Access Rights.

Deny Rights - User Level

Because user rights override group rights, it is recommended that you use group rights to simplify security access. You may, however, also deny All Producer Access at the user level.

  1. In Security Manager, select the user in the list.
  2. On the Program Access tab treeview, click the Main branch.
  3. Select All Producer Access in the upper right window.
  4. Click Deny. For more information, see Assign Program Access Rights.

Grant Rights to Only One Producer

In order to grant a user rights to only one producer, deny rights to All Producer Access. Then enter the desired Producer Code on the User Account tab in Security Manager. The user will then have access to the customer and prospect information for the designated producer only.

When All Producer Access is denied, you must be sure that the Producer Code is selected on the User Account tab in Security Manager. When All Producer Access is denied, a filter based on the producer code is activated. If the Producer Code is left blank in Security Manager, the filter will not work, and the customer and prospect lists will appear blank when the user attempts to view them.

The Prod (producer code) field on the Customer Detail and Prospect Detail screens automatically fills and cannot be modified on these screens when All Producer Access is denied.