Defining User-Specific Parameters

From the top Main Menu toolbar (File Menu), select ‘File’ > ‘System Options’, which invokes the System Options screen (shown below) and click on the ‘User-Specific’ tab.

Edit Internet Links:  Clicking on this button his button Invokes the ‘Edit Internet Links’ screen, which enables you to add Internet Links for quick access to your Internet Service Provider (ISP).  You can add them here or from the ‘Links’ link in the Trustee Suite Main Menu toolbar.

Display To-Do List at Logo:  If this checkbox is selected, the To-Do List will display when you log on to Trustee Suite. For more information on using the To-Do please see To-Do List.

Display Case Screen at Logon:  Select this checkbox if you want the Case screen to open automatically at logon.  This option is unchecked by default.

Prompt Before Saving:  Trustee Suite has a “fail safe” Save option built in, whereby the user is asked if they want to save prior to closing any active page.  To opt out of this feature, uncheck the ‘Prompt Before Saving’ checkbox and Trustee Suite will automatically save any information or modifications when you close the active page.

Backup Reminder at Logoff:  It is very important to backup your data so that it may be recovered in the event of a loss.  Selecting this checkbox option will remind users to backup their data before logging off Trustee Suite.  The reminder feature will automatically open the Backup screen if the user answers ‘Yes’ to the prompt.

Print Bank Activity Log Reminder at Logoff:  With checkbox selected, Trustee Suite will always remind the user to print the bank activity log before logging off.

Security Access Levels

The Access Levels are outlined below:

Yes:  Uncheck the ‘Yes’ box to prohibit access to the related screen and function.  Select the ‘Yes’ checkbox to select one of the following options:  View, Change, Add or Delete.

View:  The View Level only allows users to view (or inquire about) the Detail Action page.  It disables all editing, adding and deleting capabilities.

Change:  Allows viewing and editing of information in the Detail Action page, while disabling the ability to add and delete new instances of the desired detail action.

• Example:  If the Claim detail action was selected as “Change”, the claim information can be edited in existing claims, but adding a new claim or deleting an existing claim would be restricted.

Add:  The Add Level lets users view, edit and add new instances of the desired detail action.  The deletion ability is disabled.

Delete:  Allows full access to the system’s editing capabilities, including deletion.  When a user tries to access a restricted feature, the unavailable features (menu items or buttons) will appear “dimmed”, and the following message will display:  “Access is restricted.”