The Advanced Security page defines how data is replicated and viewed based on the Territory Setup.

Overview
The Advanced Security page allows the System Administrator or Manager of each database to control what data is available by Territory.  This is in addition to the standard Security settings defined on the Security tab.

Please click here for general information about using the Toolbar, Form and Fields.
 

This feature allows you to add users that will not have access to anyone else's data other than what's from their "Territory", which is passed down from the Company record to Contacts, Contact Notes, New Ideas, Orders and Order Tracking.  An example would be adding an agent or dealer who is not a direct employee of your company, but may from time-to-time sell your products.  You still need them to see and use the Product Catalog, and to create quotes and sales orders, and also replicate their data to the office, but you would not necessarily want them to have access to any of your customer information or orders outside of their own territory.

Setting Up An Agent by Territory
There are some necessary steps to setting up a user who will NOT have access to the full system.  In the example below, the user has been setup as an external sales agent for the company, so all we need her to have access to is the CRM, Home Page and Sales, all of which will be limited to the data from within her assigned Territory.

1. The user MUST be entered into Security; in the example below, Bobbi Taylor's settings have been copied from the sample "#ROLES - Agent External" record, which allows her to add User Values (to drop-down lists) and gives her access to the CRM, Home and Sales Departments.

2. The User Roles are adjusted accordingly.

Once Bobbi is setup in Security, click on the "Advanced Security" tab and create a new record.  Select "Bobbi Taylor" from the drop-down list and pick her Territory from the Territory Name drop-down list, which is South America.  Select which Price Book(s) she'll be allowed to use, which in this example, will be limited to the pricing for South America, then choose to exclude any product lines that she will not have available to her (Mail Carts).   Finally choose the Reports that should be excluded from HER Print Menus from the "Exclude Selected Reports" list.

Note in the Reports list that there are separate reports defined for the South America territory:  Orders: Standard Quote (South America); Product Catalog: Product Sheet (South America), etc.  These reports will only be different in that some of the static text on the Report Designs may refer to policies that only apply in South America, and the dollar formatting may be different (instead of "USD" (United States dollars)).  The checked items in the Exclude Selected Reports are the reports that will NOT be included in her report options, which are the ones that are NOT marked for South America. 

When you save the changes, the "Update Territory Keys' button will be enabled.  This button refreshes the security keys for all CRM and Sales Department records to ensure the everything's updated correctly to restrict Bobbi to ONLY those records she should see.

This Territory setup restricts the data that is replicated to Bobbi by the Replicator Server utility, which will use the Territory ID on each record to determine whether or not she's sent that information.