Security Setup Screen |
  
|
Navigation: Setting Up Security >
Security Setup Screen |
|
Before you can use CIM GOLD, each employee who will use CIM GOLD must have security to the screens or specific fields they will use.
NOTE
FPS GOLD must add security for your institution’s Security Administrator before employee security setups can begin. Some security settings can only be changed by a Security Administrator. |
Overview of CIM GOLD Security
Security for CIM GOLD is set up on several CIM GOLD screens. The following list shows the order in which security must be set up within CIM GOLD so that security will work properly for your institution and employees.
1.Subscribe to Mini-Applications - Before security setup, your institution must subscribe to all applications and screens your institution will use.
2.Company Options - The fields on this screen define your institution name, length of employee numbers and passwords, days to force security code (password) changes, and minutes of inactivity to timeout CIM GOLD and other FPS GOLD products. Company Options are found on the CIM GOLD Security > Company Options screen.
3.Institution defaults for CIM GOLD Customer Index Bubble, CIM GOLDTeller (for Menu and Speed Keys), and Document Imaging (for Firebird Signatures).
4.Security > Setup - Contains setup fields for employee, profile, teller security, CIM GOLD screens, and field-level security. If your institution chooses to use profiles, they must be set up before setting up individual employees.
On the CIM GOLD Profile tab and System Profile tab, you can set up security profiles. Profiles save time and ensure that security settings are the same for all employees with the same duties (such as all tellers or all loan officers). A profile is set up one time and then linked to all employees that require the same security access. For example, the security access for all tellers could be set up under the profile name “Teller.” The “Teller” profile would then be linked to each employee who requires access to the security given under the “Teller” profile.
Profiles save time because you set up security only once for a group of employees that would require the same security clearance. Also, if a security change is needed for a group of employees that share the same profile, you can change the security one time on the profile, rather than changing each individual employee’s security.
NOTE
FPS GOLD client services representatives have inquiry-access only to institution security. We cannot release password violations or reset passwords for your institution at any time. An employee at your institution must handle these types of security issues. |
Use the Security Setup screen to assign screen-level or field-level security to individual employees and tellers. You can also create security profiles for groups (such as the loan department) and then assign individual employees to those groups. All individuals assigned to the same group profile will then have the same security settings.
Note: This section gives overviews and how-to information on using Security Setup. For help on an individual field on the Security Setup screen, click in the field and press the <F1> key on your keyboard.
This section describes how to set up: