Agency Tab

 

Training demonstration related to this topic (click to start):

Use the Agency tab on the System Control screen to specify the name and address of your agency. You can indicate whether this information should print on customer statements and invoices. You can also use this tab to set up an agency logo to print on reports and links to appear on the GlobalWare dashboard. To access the System Control screen, see Using the System Control Screen.

The following table describes the fields on the Agency tab.

Field Description

Main Address

Name

Name of your agency.

Address

Address of your agency.

City, St, Zip

City, state, and zip code of your agency.

Print Agency Name and Address on Statement

Indicates whether your agency's name and address should be printed on customer statements. Do not select this option if you use forms with your agency's name pre-printed on them.

Print Agency Name and Address on Invoices

Indicates whether your agency's name and address should be printed on invoices. Do not select this option if you use forms with your agency's name pre-printed on them.

Dashboard Links

Link 1, 2, 3

Add URLs that display on the dashboard for agents.

PCI Compliant CC Feed

Enable Credit Card Feed

When selected, a separate credit card feed is used to download PCI-compliant credit card information to an external file using PGP encryption for security.

This external feed may be required if your agency is using GlobalWare as an Enterprise Data Warehouse and needs to send full credit card information to another system for processing (e.g., service fee merchant account / payment application).

Each row in the file has the following information:

  • PayId

  • CC Code

  • CC Number

  • Expiry

  • Approval Code

Only form of payment plastic (P) items are stored. If a P item does not have credit card details, the PayId is stored with blanks.

Public Key

Enter the path for the PGP public key for your encryption.

CC Folder

Select the location to store the credit card feed. We recommend using an EFS (encrypted file system folder) as the storage location.

The file name is IntData and includes the date and time.

Every time the file is saved, the Admin Access Log is updated with the following information for your PCI audit: 

  • Sign In = GBL

  • Employee Name = BLANK

  • Event Type = CC Feed

  • Success = True/False

  • Event Origination = IP Address

  • Effected Resource = CC Feed, PGP Encrypted

  • System Access = N/A

  • Date = Date Time

Report Logo

Print Agency Logo on Reports

Indicates whether to print the agency logo on reports. Click the ellipsis () button associated with Upload Default Logo to select the logo image file to use. You can also upload logo images for individual branches on the Edit Branch & Ticket Locations dialog box. See Branch & STP Locations.

Upload Default Logo

After selecting the Print Agency Logo on Reports option, click the ellipsis () button associated with Upload Default Logo and select the logo image file to use. By default, GlobalWare opens the GlobalWare\GWUser folder within your local user folder (C:\Users\userfolder\GlobalWare\GWUser). It is recommended that you put the image file in this location. If you use a different location, navigate to that location. The logo image must be no larger than 32 KB and must be in true bitmap format (.BMP).

Position

Position at which to print the logo image on reports. Select Left Justify or CenterJustify from the drop-down list. This field is available if the Print Agency Logo on Reports option is selected.

To make changes on this tab, complete the fields as appropriate and click SAVE.