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Permissions Guide for Sales Features in AMS+

Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.

This article covers permissions for using Phone Dialer, Texting, Scope of Appointments (SOA), ACA Consent to Contact and Attestations, and Rx Collect in AMS+.

Requirements

  • You must be logged into AMS+ as an Agency User.
  • You must be assigned to a Security Group with the Manage Users permission.

In this article

Sales features and required permissions

Check out the list below for Sales features and the corresponding Security Group and User Permissions needed for each.

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 Permissions
Make calls through the Phone Dialer interface

User Type:

  • Agency User
  • Agent CRM User
  • None required.
Click-to-call on Agent Records

User Type:

  • Agency User
  • Agent CRM User

Agent:

  • Visible
  • None required.
Click-to-call on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • None required.
View voicemails

User Type:

  • Agency User
  • Agent CRM User
  • The user can only view voicemails for their assigned VoIP numbers. Learn how to assign users to a VoIP number.
    • The user can also view voicemails for VoIP numbers that have NO users or Ring Groups assigned.
    • The user can view voicemails for VoIP numbers that have been deleted from AMS+.
View missed calls

User Type:

  • Agency User
  • Agent CRM User
  • The User Can View Messages Tab (Account Wide Voicemails, SMS, Recorded Calls) permission must be enabled.
  • The User Can View Missed Calls permission must be enabled.
View unassigned call recordings

User Type:

  • Agency User
  • Agent CRM User
  • The User Can View Unassigned Recordings permission must be enabled.
Make calls

User Type:

  • Agency User
  • Agent CRM User
  • Can have specific Call Queues created and give users permissions to those. Learn more.
  • Any user can call a Leads List with the DialQ.
View call recordings on Agent Records

User Type:

  • Agency User
  • Agent CRM User

Agent:

  • Visible
  • None required.
View call recordings on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • None required.

Phone Dialer — Sales Records

The following tasks apply to accounts using Sales Records.

Task Required Security Group Permissions Required User Permissions
Click-to-call on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Record Type.
View call recordings on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Record Type.

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 Permissions
Send SMS messages to Agent Records

User Type:

  • Agency User
  • Agent CRM User

Agent:

  • Visible
  • If you want to click-to-text from a record, you need permission to view the Agent Record.
Send SMS messages to Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • If you want to click-to-text from a record, you need permission to view the Individual Record.
View all SMS message history

User Type:

  • Agency User
  • Agent CRM User
  • The User Can View Messages Tab (Account Wide Voicemails, SMS, Recorded Calls) permission must be enabled.
  • The Agent Can View All SMS Messages (Account Admins Always Have Access) permission can optionally be enabled to allow the user to see messages to and from all VoIP numbers. Otherwise the user must be assigned to the VoIP number to view its messages.
View SMS message history on Agent Records

User Type:

  • Agency User
  • Agent CRM User

Agent:

  • Visible
  • None required.
View SMS message history on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • None required.

Texting — Sales Records

The following tasks apply to accounts using Sales Records.

Task Required Security Group Permissions Required User Permissions
Send SMS messages to Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Record Type.
    • If you want to click-to-text from a record, you need permission to view the Sales Record.
View SMS message history on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Sales Record Type.

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 Permissions
Activate and configure SOA forms in My Agency Settings

User Type:

  • Agency User

Administrative:

  • Manage Users
  • None required.
Add phone number, signature, and sales rep ID to My Account profile settings (required for any user to send SOA forms)

User Type:

  • Agency User
  • Agent CRM User
  • None required.
Email or text SOA forms to Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit
  • None required.
Edit plans, appointment date, or 48-hour exception reason for requested or completed SOA forms on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit

*A requested or completed SOA form can only be edited by the user that originally sent it.
  • None required.
Delete requested SOA forms on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit

*A requested SOA form can only be deleted by the user that originally sent it.
  • None required.
View SOA forms on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • None required.

SOA — Sales Records

The following tasks apply to accounts using Sales Records.

Task Required Security Group Permissions Required User Permissions
Email or text SOA forms to Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
Edit plans, appointment date, or 48-hour exception reason for requested or completed SOA forms on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

*A requested or completed SOA form can only be edited by the user that originally sent it.
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
Delete requested SOA forms on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

*A requested SOA form can only be deleted by the user that originally sent it.
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
View SOA forms on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Sales Record Type.

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 Permissions
Activate and configure ACA Consent to Contact and Attestation forms in My Agency Settings

User Type:

  • Agency User

Administrative:

  • Manage Users
  • None required.
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:

  • Agency User
  • Agent CRM User
  • None required.
Email or text ACA Consent to Contact or Attestation forms to Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit
  • None required.
Delete requested ACA Consent to Contact or Attestation forms on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit

*A requested ACA Consent to Contact or Attestation form can only be deleted by the user that originally sent it.
  • None required.
View ACA Consent to Contact or Attestation forms on Individual Records

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • None required.

ACA — Sales Records

The following tasks apply to accounts using Sales Records.

Task Required Security Group Permissions Required User Permissions
Email or text ACA Consent to Contact or Attestation forms to Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
Delete requested ACA Consent to Contact or Attestation forms on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

*A requested ACA Consent to Contact or Attestation form can only be deleted by the user that originally sent it.
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
View ACA Consent to Contact or Attestation forms on Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Sales Record Type.

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 Permissions
Edit Rx Collect settings

User Type:

  • Agency User
  • Agent CRM User

Administrative:

  • Manage Users
  • None required.
Send Rx Collect email or text to Individual Record

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit
  • None required.
View and edit Rx Collect information on an Individual Record

User Type:

  • Agency User
  • Agent CRM User

Individual:

  • Visible
  • Edit
  • None required.

Rx Collect — Sales Records

The following tasks apply to accounts using Sales Records.

Task Required Security Group Permissions Required User Permissions
Send Rx Collect email or text to Sales Record

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Record Type.
  • The Edit permission to send the Rx Collect email or text to a Sales Record.
View and edit Rx Collect information on a Sales Record

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission must be enabled for at least one Record Type.
  • The Edit permission to make changes to a Sales Record.

Legacy components

The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.

Legacy components in this section:

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 Permissions
View, add, edit, or delete Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission to access the Sales Record and see its data.
  • The Add permission to create new Sales Records.
  • The Edit permission to make changes to a Sales Record.
  • The Delete permission to delete a Sales Record or convert to an Individual Record.
Import Sales Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View permission to access and view Sales Record data.
  • The Add permission to create new Sales Records.
  • The Edit permission to make changes to existing Sales Records.
Convert Sales Records to Individual Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible
  • The View and Edit permissions must be enabled for at least one Sales Record Type.
Create Sales Records for existing Individual Records

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

Individual:

  • Visible
  • The View and Add permissions must be enabled for at least one Sales Record Type.

Permissions for Legacy Sales Automated 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 Legacy Sales Automated Workflows.

Task Required Security Group Permissions Required User Permissions
View, add, edit, or delete a Legacy Sales Automated Workflow

User Type:

  • Agency User

Sales Enablement:

  • Visible

Administrative:

  • Manage Users

Marketing & Automation:

  • Manage Automated Workflows
  • The user must have the Account Admin User Type, which is tied to the Manage Users Security Group permission.

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 Permissions
Create, send, or delete (unsent only) a Sales Mass Email campaign

User Type:

  • Agency User

Sales Enablement:

  • Visible

Marketing & Automation:

  • Manage Email Marketing
  • The View permission must be enabled for at least one Record Type.

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 Permissions
Run and download Sales Standard Reports

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

Reporting:

  • Visible
  • The View permission must be enabled for at least one Sales Record Type.
  • The User Can Download Reports permission must be enabled.
Create, run, and download Sales Custom Reports

User Type:

  • Agency User
  • Agent CRM User

Sales Enablement:

  • Visible

Reporting:

  • Visible
  • The View permission must be enabled for at least one Sales Record Type.
  • The User Can Download Reports permission must be enabled.

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