Maintaining User Properties - View User Window

13.4. Maintaining User Properties - View User Window

During system installation, all users are defined in the SICS database and associated with one or more user roles. When a user starts the system and connects to the database, the system validates that he or she is defined to the system and retrieves the user’s associated user roles. If the user is not defined in the database, he/she will not be allowed to access the system.

When you select a user from the list in the Access Security Manager window, and select View from the pop-up menu (or double-click the name of the user), you see the View User window.

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It is divided into the following tabs: Main Properties, Access Code Priviledges, Responsible Roles, Accounting Settings, Security User Roles, Electronic Adress and Notes.

Note! If Access Codes are turned on an additional tab named Security Access Codes will be shown.

Maintain Main User Properties #

If you click the Edit button on the Main Properties tab, you can edit the user’s name, Logon ID, Database User ID, and Database Password.

To inactivate a user, thereby denying the user access to the system, clear the Active check box.

Change User Role

  1. Click the Security User Roles tab of the System User window.
  2. Select Assign User Roles from the pop-up menu.
  3. You see the Assign User Roles window.
  4. Use the arrow buttons to move user roles from the Available list to the Selected list and visa versa.

Change System Settings Per User #

The System Settings tab of the System User window lets you determine whether users have access to P&C, SICS Life, or both. It is also here that you can activate access codes.

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Note! There is also a System Settings tab in the User Preferenceswindow, which has very different functions. On that tab you can choose to cache reference data at login, and enable or disable National Language Support (and select a language.) The User Preferences window is described in the Getting Started chapter of the User’s Guide. Refer to User Preferences described in the Getting Started (in the help for the end-user, as opposed to the System Administrator).

Access Codes

Most SICS Users will be assigned to one Access Code. This Access Code will typically correspond to a Base Company, or a group of Base Companies. If your company uses a combined P&C and Life environment, you there should be one access code for P&C and one for Life.

When a user is logged into the system, he/she will only see data belonging to that Access Code.

Define Base Company Segregation Settings per User #

Companies that have activated the System Parameter / Database and Systems: Extend Base Company Segregation may define segregation settings per user.

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Allowed Base Companies: The Base Companies allowed to assign to this user as a Current Base Company.

Values: Base Companies

Validations:
System Parameter / Database and Systems: Extend Base Company Segregation: Selected
Multiple values allowed

Functional Impact:
Manage Security
Manage User Preferences
Find Business
Create Business
Manage Intra group Contract
Change Agreement Life Cycle Status
Renew Business
Maintain Business Partner Roles
Mass Update of Business Partner Roles
Protect Business Manually
Assign Protected Assumed Business
Find Business Groups
Manage Business in Groups
Perform Accumulation Control of Insured Object
Perform Accumulation Control of Insured Peril Risk Zone
Masss Update Responsible Person
Mass Update Business with Commutation
Find Claim
Create Claim
Find Claim Program
Create Claim Program
Find Linked Business and Claims in Claim Program
Find Accounting Worksheet
Create Remittance Worksheet
View Pending Remittances
Find Accounting Data on Business Partner Ledger
Find Retrocession Calculation Order
Run Retrocession Accounting Due Orders

Allow User to Switch between Available Base Companies: Indicates whether or not the user, in his/her User Preferences, is allowed to switch from one Current Base Company to another.

Values: Selected, Cleared

Default: Cleared

Validations:
System Parameter / Database and Systems: Extend Base Company Segregation must be Selected

Functional Impact:
Manage User Preferences

Current Base Company: The base company of the user. This is the company for which the user sees all information, e.g. claims, business, accounting data.

Values: Allowed Base Companies

Derived from: Same as Allowed Base Company when this is only one.

Validations:
System Parameter / Database and Systems: Extend Base Company Segregation must be Selected
Mandatory if Allowed Base Companies selected
Only one value allowed

Functional Impact:
Manage User Preferences

Assign Responsible Roles #

In a business people are assigned responsibilities for various tasks. The Responsible Roles, such as Accountant, Purchaser or Underwriter, are defined and assigned on the Responsible Roles tab of the System User window. It lets you edit the Responsible Roles for a Business that the selected user can be given.

This setting is used when assigning responsible persons on the Classifications tab of the Business Property window. It is also used by the Mass Update Responsible Persons function.

Removing an existing assigned role from a user will not remove the user from already existing responsible roles of the removed type.

Define Accounting Settings #

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Allow Booking within the Specific Closing Booking Terms for Technical and Claim Worksheets
Selected: The user is allowed to make bookings on claims or technical worksheets with specific closure terms.
Cleared: The user is not allowed to make bookings on claims or technical worksheets with specific closure terms.
You can define Specific Closure Terms under Booking Term Maintenance. Refer to section Booking Terms in Maintain System Parameters chapter for more information.

Allow clearing Registration Complete after Bookings exist
Indicates whether it should be allowed to deselect registration complete after a booking exsist.
This is only applicable when the system parameter Require Complete Registration is active.
Selected: (default) The user is allowed to deselect Registration Complete or Amendment Complete, even after closed bookings/estimates exist on the insured period or on the amendment.
Cleared: The user is not allowed to deselect Registration Complete or Amendment Complete after closed bookings/estimates exist on the insured period or on the amendment.

Assign Security User Roles #

The Security User Roles tab of the System User window lets you edit the User Roles, which this user is assigned. The roles assigned are created by System Administrator and determine what level of access the user has to the system.

Assign Electronic Address #

With each SICS User, you may record information such as telephone numbers, e-mail addresses and fax numbers.

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To record an electronic address:

  1. Double-click the Security folder from System Administrator Utility desktop.
  2. In the System User display list, double-click a SICS User to open the System User window.
  3. Click the ‘Edit’ button and select the Electronic Address tab.
  4. In the display list, select ‘New’from pop-up menu. You see the Create Electronic Address for window.

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  1. Enter E-Mail, Fax, Telephone and Telex and click’ Save’.

To edit an Electronic Address:

  1. Double-click the SICS User you want to edit and click the ‘Edit ‘button.
  2. Click the Electronic Addresses tab.
  3. In the display list, select the address and select ‘Edit’ from the pop-up menu.
  4. Make your changes and click ‘Save’.
  5. Click ‘OK’ in the System User window.

To delete an Electronic Address:

  1. Double-click the SICS User you want to edit and click the ‘Edit’ button.
  2. Click the Electronic Addresses tab.
  3. In the display list, select the address and select ‘Delete’ from the pop-up menu.
  4. Click ‘OK’ in the System User window.