Navigation:  Admin > Security Functions > Permissions > Side Menu Permissions

will open Side Menu Permissions in the Main Window.  This area enables the Administrator to control access by Roles to specific Side Menus (left hand side of each window). For example, we can now limit all System Administrators to what  Side Menu Items in the Client area they can both see (Display) and do (Access).

 

 

Select the Role from the drop-down list and select the Main Menu from the drop-down. Click Load. You can now see all the Side Menu Items available from the Main Menu you have selected, and see if they have been assigned (either Display or Access) to that Main Menu. Make any changes  and save.

 

 

Any new roles that you have added from the Roles area will automatically appear in the Role drop-down list. You will  need to select the Role and open with each of the Main Menus.

 

Tick the corresponding Display field for that Role to see the Side Menu item for the area/field of UnderwriterCENTRAL™ that you have selected.

 

Tick the corresponding Access field  for this Role to access the Side Menu item for the area/field of UnderwriterCENTRAL™ selected.

 

Once you have made your selection, click save and then open that Role with the next Main Menu item, and repeat the process.

 

 

Example of Side Menu Items (Functions) from the Quotation area.