Transaction Settings (incomplete)

The system employs a transaction-based security system. Screens and actions in the system are 'transactions', which assigned to a security group. Sub transaction security groups allow/deny an agent the ability to perform certain functions on screens they are able to view.

Many customers have found our current agent-based security model to be overly complex. Over time, we will transition to relying solely on the simpler model that controls User access to screens and features.

The Transaction Settings index page shows a filterable, sortable list of all the Transactions in the system. Use the icons in the right column to view, update or delete a Transactions. Use the Create link in the operations menu to create a new Transaction.

Transaction Settings index page