Security Overview

Use Security within SmartOffice to control access to data and advanced system functions. Safeguard yourself and your data from unwanted manipulation! Administrators may be concerned about the data entitlement within the corporate and satellite offices, giving rise to questions such as:

• Can an office assistant be given read-only rights to my data while preventing other advisors in the office from accessing my data?
• Can one contact be shared with multiple advisors, including those in other offices?
• How can my private data be hidden from other advisors?
• Can data from satellite offices be viewed from the corporate office?

SmartOffice addresses all these issues while providing superior security for your data. The flexible security system in SmartOffice provides data entitlement and special privileges through office level and enterprise level security. As a result, one type of user only has access to certain areas and information in the office, while other types of users have broad access. Furthermore, enterprise users can also set up hierarchical levels of access.

The Setup topics outline the features of SmartOffice security, explain the set up procedures, and show how SmartOffice works to meet your security needs.