Admin/Security Types

{DISPLAYTITLE:Security Types}

Overview

The Security Types page is where service providers can configure security products to accept a security deposit (or payment) from a customer.

The configuration of securities involves 2 steps:

1. Build a Security Product
2. Create a Security Type

Once these steps are complete an Account Security can be applied to a customer.

Build a Security Product

If you have not built a product before, please see our Create a Product guide in the Products section. Users who are familiar with creating products can skip that guide. To create a Security product, users must:

• set the product category to Security.
• set the product type to Billable Item.

This is a prerequisite for creating Security Types.

Create a Security Type

To create a security type, log in to Emersion and navigate to the following path:

Nav: Admin > Security Types

See Also

• Create a Product
• Account Securities