Note for Enhanced Records accounts: This article references permissions for Sales Records, Sales Workflows, and Mass Emails. These do not apply to your account. You can check your account's subscription package on the Subscription page.
Overview
This article covers permissions for Sales features (ex. Phone Dialer, Rx Collect, Sales Records) in AMS+, along with guidance on setting up users to access and utilize these features.
You can only access and modify the permissions outlined in this article if you belong to a Security Group with the 'Manage Users' Administrative permission.
Sales features and required permissions
When adding a new user to AMS+, it's important to consider their role and what tasks they need to perform in the system. Will they be calling leads, selling policies, servicing clients, running reports, managing workflows, or some combination thereof?
It's crucial to grasp the user's role and needs to properly configure their Security Group and User Sales Permissions.
- Security Groups apply permissions to all users assigned to the group. These permissions can be accessed on the My Agency Settings > Security Groups page.
- User Sales Permissions are individualized and customizable for each user. These permissions can be accessed on the My Agency Settings > Users > Sales page.
Check out the list below for Sales features and the corresponding Security Group and User Sales Permissions needed for each:
- Phone Dialer
- Texting
- Scope of Appointments (SOA)
- ACA Consent to Contact and Attestations
- Rx Collect
- Sales Records
- Sales Workflows
- Sales Mass Emails
- Sales Reporting
Permissions for Phone Dialer
Our VoIP (Voice over Internet Protocol) platform for making and recording phone calls. Learn more about the Phone Dialer.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Make calls through the Phone Dialer interface |
User Type:
Sales Enablement:
|
|
| Click-to-call on Agent Records |
User Type:
Sales Enablement:
Agent:
|
|
| Click-to-call on Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| Click-to-call on Sales Records |
User Type:
Sales Enablement:
|
|
| View voicemails |
User Type:
Sales Enablement:
|
|
| View missed calls |
|
|
| View unassigned call recordings |
User Type:
Sales Enablement:
|
|
| Make calls |
User Type:
Sales Enablement:
|
|
| View call recordings on Agent Records |
User Type:
Sales Enablement:
Agent:
|
|
| View call recordings on Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| View call recordings on Sales Records |
User Type:
Sales Enablement:
|
|
Permissions for Texting
Our texting platform for sending and receiving SMS text messages. Learn more about texting in AMS+.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Send SMS messages to Agent Records |
User Type:
Sales Enablement:
Agent:
|
|
| Send SMS messages to Individual Records |
User Type:
Sales Enablement:
Individual
|
|
| Send SMS messages to Sales Records |
User Type:
Sales Enablement:
|
|
| View all SMS message history |
User Type:
Sales Enablement:
|
|
| View SMS message history on Agent Records |
User Type:
Sales Enablement:
Agent:
|
|
| View SMS message history on Individual Records |
User Type:
Sales Enablement:
Individual
|
|
| View SMS message history on Sales Records |
User Type:
Sales Enablement:
|
|
Permissions for Scope of Appointments (SOA)
Scope of Appointment (SOA) forms are federally required to specify Medicare topics for discussion, with CMS often requiring them 48 hours in advance. AMS+ simplifies compliance by enabling agents to send, track, and securely store electronic SOAs. Learn more about SOAs.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Activate and configure SOA forms in My Agency Settings |
User Type:
Sales Enablement:
Administrative:
|
|
| Add phone number, signature, and sales rep ID to My Account profile settings (required for any user to send SOA forms) |
User Type:
Sales Enablement:
|
|
| Email or text SOA forms to Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| Email or text SOA forms to Sales Records |
User Type:
Sales Enablement:
|
|
| Edit plans the licensed sales representative represented during the meeting, appointment date completion, or 48-hour exception reason for requested or completed SOA forms on Individual Records |
User Type:
Sales Enablement:
Individual:
*A requested or completed SOA form can only be edited by the user that originally sent it. |
|
| Edit plans the licensed sales representative represented during the meeting, appointment date completion, or 48-hour exception reason for requested or completed SOA forms on Sales Records |
User Type:
Sales Enablement:
*A requested or completed SOA form can only be edited by the user that originally sent it. |
|
| Delete requested SOA forms on Individual Records |
User Type:
Sales Enablement:
Individual:
*A requested SOA form can only be deleted by the user that originally sent it. |
|
| Delete requested SOA forms on Sales Records |
User Type:
Sales Enablement:
*A requested SOA form can only be deleted by the user that originally sent it. |
|
| View SOA forms on Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| View SOA forms on Sales Records |
User Type:
Sales Enablement:
|
|
Permissions for ACA Consent to Contact and Attestations
ACA Consent to Contact and Attestation forms document required client permissions and approvals to ensure CMS compliance. AMS+ streamlines this by enabling agents to send, track, and securely store forms electronically in one convenient platform. Learn more about ACA Consent to Contact and Attestations.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Activate and configure ACA Consent to Contact and Attestation forms in My Agency Settings |
User Type:
Sales Enablement:
Administrative:
|
|
| Add phone number and NPN to My Account profile settings (required for any user to send ACA Consent to Contact and Attestation forms) |
User Type:
Sales Enablement:
|
|
| Email or text ACA Consent to Contact or Attestation forms to Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| Email or text ACA Consent to Contact or Attestation forms to Sales Records |
User Type:
Sales Enablement:
|
|
| Delete requested ACA Consent to Contact or Attestation forms on Individual Records |
User Type:
Sales Enablement:
Individual:
*A requested ACA Consent to Contact or Attestation form can only be deleted by the user that originally sent it. |
|
| Delete requested ACA Consent to Contact or Attestation forms on Sales Records |
User Type:
Sales Enablement:
*A requested ACA Consent to Contact or Attestation form can only be deleted by the user that originally sent it. |
|
| View ACA Consent to Contact or Attestation forms on Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
| View ACA Consent to Contact or Attestation forms on Sales Records |
User Type:
Sales Enablement:
|
|
Permissions for Rx Collect
Our beneficiary-facing portal, Rx Collect, lets clients and leads share their prescription and provider information, schedule appointments, and more. Learn more about the Rx Collect portal.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Edit Rx Collect settings |
User Type:
Sales Enablement:
Administrative:
|
|
| Send Rx Collect email or text to Individual Record |
User Type:
Sales Enablement:
Individual:
|
|
| Send Rx Collect email or text to Sales Record |
User Type:
Sales Enablement:
|
|
| View and edit Rx Collect information on an Individual Record |
User Type:
Sales Enablement:
Individual:
|
|
| View and edit Rx Collect information on a Sales Record |
User Type:
Sales Enablement:
|
|
Permissions for Sales Records
A type of record for tracking basic contact information, SOAs, ACA Consent Forms, appointments and other information for leads and renewals in your account. Learn more about Sales Records.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| View, add, edit, or delete Sales Records |
User Type:
Sales Enablement:
|
|
| Import Sales Records |
User Type:
Sales Enablement:
|
|
| Convert Sales Records to Individual Records |
User Type:
Sales Enablement:
|
|
| Create Sales Records for existing Individual Records |
User Type:
Sales Enablement:
Individual:
|
|
Permissions for Sales Workflows
An automated process that triggers when certain criteria are met and can create Activities, send emails, send texts, or perform other actions. Learn more about Sales Workflows.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| View, add, edit, or delete a Sales Workflow |
User Type:
Sales Enablement:
Administrative:
Marketing & Automation:
|
|
Permissions for Sales Mass Emails
A communication tool for mass sending emails to leads in your account. Learn more about Sales Mass Emails.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Create, send, or delete (unsent only) a Sales Mass Email campaign |
User Type:
Sales Enablement:
Marketing & Automation:
|
|
Permissions for Sales Reporting
Reports for downloading data on Sales Records, call logs, call recordings, SMS delivery, video conferences, and more, as well as building custom reports on Sales data. Learn more about Custom Sales Reports.
| Task | Required Security Group Permissions | Required User Sales Permissions |
|---|---|---|
| Run and download Sales Standard Reports |
User Type:
Sales Enablement:
Reporting:
|
|
| Create, run, and download Sales Custom Reports |
User Type:
Sales Enablement:
Reporting:
|
|