ClientBase Overview Database Administrators

ClientBase Overview for Administrators
Control Agent Access
with Built-In Security
Your database quickly becomes a valuable asset to your agency. The unique value of your database creates a
need for security. ClientBase allows you to control the access to the database for every user. The “front door”
of the program is locked; only an assigned log-in name and password allows entry to the database. Once inside,
the pre-set security options for the user name and password allow the owner or administrator to control what
tasks the agent can or cannot perform.
Example: Sharon, your leisure manager, should have full access to the database, including the ability
to read, write or delete information. The Advanced Security Level window allows you to grant
permissions on all the different menu options and designate read/write/delete abilities. Jenny, on the
other hand, is a new agent and should just have the ability to view and use information but have no
access to setup and maintenance features.
Every login needs to be associated with an Agent Profile that has been created
and linked to a Branch Number. Sharon has Manager Authorization with Full
Access Security Level, while Jenny has User Authorization with Agent Access
Security Level. Security Levels should be set up first as they are the defaults.
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