Set Up User Rights
Use the Setup User Rights tool to determine which users in your firm (categorized in Employee Groups) have rights to edit fields and tabs in Junxure.
Go to System Setup > Setup Users Rights.
Choose a category from the center column to filter the list of data fields on the right. Click <All> to see all fields.
Data fields are categorized on the right. Use the "+" and minus buttons to expand and close groups.
To edit user rights, use the drop down menu in the SecurityLevel column to choose the appropriate Employee Group (examples: Admin, Everyone, IT).
Click Refresh Menu with New Settings in the top right of the screen once you have made your changes. This will update the settings on your workstation, but other users will need to log out and re-enter Junxure before changes will take effect.
Changing Record Owner on the Contact Info Tab will restrict access to the client data by allowing specific groups to see all of the contact's data. Be aware that this will COMPLETELY remove any record of the contact (including actions, etc.) from any user who is not in that Junxure group. Use with caution. See Contact Info Tab to changes these settings.
Related Articles
Set Up and Use the Junxure Calendar
Calendar Setup Junxure offers a company-wide Calendar feature called the Junxure Calendar. Once the Calendar is enabled, the user can add or delete appointments as necessary. To enable the Junxure Calendar, you must have administrative access in ...Set Up Action Queues
Action Queues were created to enhance team-driven completion of tasks. For example: if you have a team of 10 people who handle trades, trading tasks can be assigned to a group instead of choosing an individual trader. This helps streamline processes ...New User Advanced: Database Setup
As a Key Person, you will be responsible for setting up your Junxure database for use by everyone in your firm, which includes customizing parts of the database to best meet your firm's specific needs. After reviewing videos in this content area you ...Master User Setup
Employees in the firm can be set up as "Master Users" in ClientView Live. Master Users have access to all of your clients in ClientView as well as the ability to change the look of ClientView. Before an employee can be set up as a master user, the ...New User Basics: Workflow Basics
Applying workflows (called Action Sequences in Junxure) enables your firm to streamline and track your processes and procedures. The result is an efficient workflow protocol for your firm and a consistent service experience for your clients. After ...