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:
|
|
| Click-to-call on Agent Records |
User Type:
Agent:
|
|
| Click-to-call on Individual Records |
User Type:
Individual:
|
|
| View voicemails |
User Type:
|
|
| View missed calls |
User Type:
|
|
| View unassigned call recordings |
User Type:
|
|
| Make calls |
User Type:
|
|
| View call recordings on Agent Records |
User Type:
Agent:
|
|
| View call recordings on Individual Records |
User Type:
Individual:
|
|
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:
Sales Enablement:
|
|
| 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 Permissions |
|---|---|---|
| Send SMS messages to Agent Records |
User Type:
Agent:
|
|
| Send SMS messages to Individual Records |
User Type:
Individual:
|
|
| View all SMS message history |
User Type:
|
|
| View SMS message history on Agent Records |
User Type:
Agent:
|
|
| View SMS message history on Individual Records |
User Type:
Individual:
|
|
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:
Sales Enablement:
|
|
| 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 Permissions |
|---|---|---|
| Activate and configure SOA forms in My Agency Settings |
User Type:
Administrative:
|
|
| Add phone number, signature, and sales rep ID to My Account profile settings (required for any user to send SOA forms) |
User Type:
|
|
| Email or text SOA forms to Individual Records |
User Type:
Individual:
|
|
| Edit plans, appointment date, or 48-hour exception reason for requested or completed SOA forms on Individual Records |
User Type:
Individual:
*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:
Individual:
*A requested SOA form can only be deleted by the user that originally sent it. |
|
| View SOA forms on Individual Records |
User Type:
Individual:
|
|
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:
Sales Enablement:
|
|
| Edit plans, appointment date, 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 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 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 Permissions |
|---|---|---|
| Activate and configure ACA Consent to Contact and Attestation forms in My Agency Settings |
User Type:
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:
|
|
| Email or text ACA Consent to Contact or Attestation forms to Individual Records |
User Type:
Individual:
|
|
| Delete requested ACA Consent to Contact or Attestation forms on Individual Records |
User Type:
Individual:
*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:
Individual:
|
|
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:
Sales Enablement:
|
|
| 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 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 Permissions |
|---|---|---|
| Edit Rx Collect settings |
User Type:
Administrative:
|
|
| Send Rx Collect email or text to Individual Record |
User Type:
Individual:
|
|
| View and edit Rx Collect information on an Individual Record |
User Type:
Individual:
|
|
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:
Sales Enablement:
|
|
| View and edit Rx Collect information on a Sales Record |
User Type:
Sales Enablement:
|
|
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 — accounts using Sales Records
- Permissions for Legacy Sales Automated Workflows — accounts using Sales Records
- Permissions for Sales Mass Emails — accounts using Sales Records
- Permissions for Sales Reporting — accounts using Sales Records
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:
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 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:
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 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 Permissions |
|---|---|---|
| Run and download Sales Standard Reports |
User Type:
Sales Enablement:
Reporting:
|
|
| Create, run, and download Sales Custom Reports |
User Type:
Sales Enablement:
Reporting:
|
|