...
EDIT COMPANY STAFF - ADD MEMBERSHIP DETAILS
Memberships are configured under
Head Office Details.
CO
Entities Wireframes
updated 20th octooer 2010
EDIT COMPANY STAFF — SYSTEM ACCESS
EDIT COMPANY
...
NOTE Refer to page S, for rmre
SEN-RO
Ensure the appropriate
user status is selected and
the is of
medium to strong strength
Setup system viewing rights
detailed Cn page S.
...
STAFF - SYSTEM ACCESS / OWNERSHIP VIEWING RIGHTS
c n d Righ ts.
Entities Wireframes
Updated 20th October 2010
Viewing rights are determinedbv Ownership. The usercen
begranted viewing rights to other stBff records, based on
their ownership. Refer to p•ge S for inforrMtion.
...
| Note | ||
|---|---|---|
| ||
Refer to page 5, for more information on Access and Viewing Rights. |
EDIT COMPANY STAFF — NAVIGATION CONTROLS
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| Note | ||
|---|---|---|
| ||
| Set up default settings for your users to speedy set up, G |
...
| Administrators, Advisers etc. |
...
| This is held in Access Controls under the tab |
Select YES to use Default
Navigation Settings or NO
to Set
click 'Allow All' OR
All' to increase or restrict
accessto certain areas of
the system in one go.
NOTE: Thisscreen 
| Note | ||
|---|---|---|
| ||
| This screen shot is an example; mare navigation options are available in the system. |
Entities Wireframes
Updated 20M October 2010
CALL CENTRES
...
Call Centres
Viewing and Editing Call Centre Records
- Click on Management on the top navigation bar
...
- Click on Call Centre's on the lower navigation bar
...
This table displays all active Each record stores information relating to call centre staff associated to the record.
ADD / EDIT CALL CENTRE DETAILS
Entities Wireframes
updated 20th octooer 2010
CALL CENTRE STAFF
CALL CENTRE
...
STAFF— EDIT INDIVIDUAL DETAILS
CALL CENTRE STAFF — SYSTEM ACCESS
Clickon Include History to
y data.
SEN-RO
Click Add to create
Ce ntre user profiles
NOTE: 
| Note | ||
|---|---|---|
| ||
| Call Centre Staff have full client viewing |
...
| rights but their navigation viewing rights can be customised. |
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Entities Wireframes
...
INTRODUCER COMPANIES
ADD/ EDIT INTRODUCER COMPANY
SENRO
Include History will display
Introducer records.
You can store and access infcvmation on
introducer records under each tab.
EDIT INTRODUCER COMPANY — OPERATIONAL DETAILS
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| Note | ||
|---|---|---|
| ||
| Referral Agreements store the 'Company Branch' and / or 'Adviser' the new leads will be gassed to. |
Entities Wireframes
Updated 20M October 2010
...
INTRODUCER COMPANY - EDIT / ADD REFERRAL
...
NTRODUCER COM P ANY
-ADD/ EDIT ADO LICENCE
Entities Wireframes
...
AGREEMENTS
Introducer Company - Add/Edit Add Licence
INTRODUCER COMPANY - BRANCHES
SENRO
the details of who
be allocated to,
SEN-RO
EDIT INTRODUCER COMPANY —
...
NOTE: Each can have
BRANCHES/ ADD BRANCH
| Note | ||
|---|---|---|
| ||
| Each can have multiple branches. Each introducer staff can only be linked to one branch. |
Entities Wireframes
Updated 20th October 2010
EDIT INTRODUCER COMPANY - STAFF
EDIT INTRODUCER COMPANY - STAFF /
...
ADD STAFF
EDIT INTRcn_rER 'SER PROFILE
EDIT INTRODUCER COMPANY
...
- LINK BRANCH TO STAFF
SENRO
Each Introducer must be
linked to a branch,
SENRO