A new user group “IT2clerk” has been created by the CEPT Team in the McCamish system as per the requirement received from various field units regarding access to specific reports for reconciliation with McCamish day-end reports.
This new group “IT2clerk” has been provisioned with the following access permissions:
✔ NBF Quote
✔ Quote
✔ Policy Search
✔ Reports
The Policy Search module also provides access to policy details and the Income Tax Certificate, which has been a key requirement of the field units.
The relevant screenshot is shown for ready reference.
Divisional System Administrators are requested to assign the “IT2clerk” role to all IT-2 users (in place of the default role) to enable seamless access to the above functionalities.
Thank you.
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