The comprehensive NLS security module is accessed from the Security slider on the shortcut bar or from the View > Security menu.

The comprehensive NLS security module is accessed by clicking  Security on the shortcut bar and selecting  User or  Group then the  Privileges tab or by selecting  Default Privileges to configure the default settings that may be applied to all new users or groups.

Security - User view.
Security - Default Privileges tree view.Security - Default Privileges tree view.

NLS security is built around a privilege tree that is used to assign privileges. This tree allows the system administrator to set up privileges for individual users, groups of users, or system defaults. Every function in NLS has its own set of privileges. A user will have access to any functions for which a privilege has been granted in personal privileges, in the group privileges as a member of the group, or any privileges specified in a trustee access. The user only needs to have a specific privilege in one place to be able to access a specific function.


Trustee access can be configured in the following areas of Setup: comment category, contact type, collateral, loan group, loan portfolio, status codes, transaction codes, and task template.
Trustee access can also be configured on a per loan, per contact, or per campaign* basis by querying a loan, contact, or campaign and selecting File > Trustee.

The user account contains the user’s profile, individual privileges, group membership, entry log, and privileges change log. The profile contains the user’s system password and password expiration information, and the logs allow the system administrator to track the user’s access to the system.