• System Security is controlled with customization with predetermined access levels. On the New Contract Screen there is a drop-down selection box labeled “Access Level”. Other access levels can be created/ added if needed.
  • Each choice has permission to access predefined areas of the system. The Security Overview table defines the access levels of each choice (listed below)

  1. On the Menu, Select Company > All Users:

  2. Click on "Add User" on the top left:

  3. New Contact screen will appear. Select Access Level: