2.1 - Configure Security Settings for Employees

The next step is to configure security settings for service providers and junior employees so that they can view their own appointments, goals, sales totals, and schedule in RemoteBusiness.

  1. Access Millennium with an administrator account.

  2. Select Management > Security Groups.

The Security Groups window displays.

  1. Click New.
  2. Type "REMOTEBUSINESS EMPLOYEE" in the Group Name field.
  3. Select the employees that need to be members of the group.
  4. Click Save.
  5. Click Security Settings.

The Security Administration for: REMOTEBUSINESS EMPLOYEE window displays.

  1. Complete the following:

  1. Select "REMOTEBUSINESS" in the Main Topic field.

  2. Select "CLIENTS" in the Sub Topic field.

  3. Click Select All.

  4. Click Apply.

  5. Select "EMPLOYEES" in the Sub Topic field.

  6. Click Select All.

  7. Click Apply.

  1. Click Close and click  X .
  2. Select Management > User Logins.

The User Login Maintenance window displays.

  1. Click the Listing tab.
  2. Select an employee that you added to the REMOTEBUSINESS EMPLOYEE-LEVEL group and click the Maintenance tab.
  3. Click Edit and complete the following on the RemoteBusiness tab:

  1. Select Allow Individual RemoteBusiness Web Access.

  2. Select Allow Access to Client History/Formulas.

Important:  When you select Allow Access to Client History/Formulas, the employee will only have read-only access to client data and cannot edit or delete client details.

  1. Click Save.
  2. Repeat Steps 11-14 until you update the user login for every employee in the REMOTEBUSINESS EMPLOYEE-LEVEL group.
  3. Click here to proceed with the next step of the setup.

 

related links

2.2 - Configure Security Settings for Managers