Managing Users

Overview

If you’re an administrator at your agency, you may have the ability to create and manage users in AgencyBloc. Please keep in mind, your agency's monthly billing is based on your users. For more details about user pricing, visit the Subscription page in AgencyBloc.

Note: Video was recorded in June 2017. Some of the terms and screens are outdated but the content and processes in this video are still accurate.

IN THIS ARTICLE

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Review security groups

Before creating a user, go to Profile & Settings icon > Settings > Security Groups and make sure there is a security group with appropriate permissions for the user. This is important because you must assign the user to a security group during account creation.

Watch the video guide in this article or visit the Managing Security Groups article to learn more.

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Create a user

Go to Profile & Settings > Settings > Users and click the ‘Create New’ button to begin setup

Assign the new user to a security group

The security group determines the user’s permissions, which control what areas and data the user can access in AgencyBloc. Security group also affects user pricing.

Set the user's timezone

Update user security settings (recommended)

• Accessible agents - required for users with assigned-only permissions
• View agent commission statements - required for Agent Statement Users
• Linked agents - optional for Agency Users and Agent CRM Users
• Team - optional for Agency Users and Agent CRM Users
• Manager - optional for Agency Users and Agent CRM Users

Select the 'Save & Email Login Info' button

The new user will be sent an email with a temporary password and login instructions. To edit a user’s login information and securities, follow these same steps.

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Delete or suspend a user

You can permanently delete users from Profile & Settings > Settings > Users. All you have to do is access the user in question and delete it.

Note: Deleting a user will remove it from all dropdown menus in AgencyBloc, as well as any automated workflows that have actions to create and assign activities to the user.

Here are some options if you want to temporarily suspend a user:

• Active User - If the Active box is unmarked, the user will be inactivated but can be reactivated.
• Remove from dropdowns - If the Remove User box is marked, the user will no longer be available in dropdown menus throughout AgencyBloc.

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User security settings

Here are a few other settings that you may want to consider when creating or updating users.

Accessible agents

An accessible agent is an agent record in AgencyBloc. The user will only be able to view and edit records (commission, group, individual, or policy) that include the accessible agent as a servicing agent or additional agent.

Note: Each Agent CRM User needs a corresponding agent record in AgencyBloc that can be assigned to the user as an accessible agent. This will grant the Agent CRM User access to their book of business.

Linked agents

A linked agent is an agent record in AgencyBloc. If you assign an agent record as a linked agent, the user will receive activities and emails whenever an automated workflow is triggered that includes the agent as a primary servicing agent.

View agent commission statements

In order for an Agent CRM User or Agent Statement User to run commission statements in AgencyBloc, you will need to assign agent records to the user in the ‘View Agent Commission Statements’ setting.

Team

If you assign the user to a team, the user will receive notifications when activities are assigned to the team. The user will also be able to see team-specific notifications on the dashboard.

Manager

If you enable Manager, the user will be able to view activities for all selected users on your Activities Dashboard.