With March’s updates, you have new security group permissions to allow producers to access unassigned groups, individuals, and policies.
03/12/2020 - Updated Teams page design
03/03/2020 - New security group permissions
03/12/2020 - Updated Teams page design
Teams
We updated the design of the Teams page to show you more helpful information about each team and help pave the way for future enhancements.
Before
After
03/03/2020 - New security group permissions
Security groups
New permissions
To make it easier for your sales teams to find new leads, we added new permissions to security groups that allow you to expand their access to view unassigned groups, individuals, and/or policies.
Example: Users assigned to a security group with the “Include individuals with no agent assignment” permission enabled will be able to see and edit unassigned individuals. Please note, this permission is also available for groups and policies.
If you’re a user with administrative permissions, you can update existing security groups or create new ones with the new permissions. If you make any changes, be sure to notify affected users to keep them in the loop.
Additional updates
We updated the layout and design of the Security Groups page to make it easier for you to see all of the permissions and pave the way for future enhancements.
Before
After
We are more consistently enforcing your security group settings throughout AgencyBloc. For example, to change associations between groups, individuals, and policies will require your users to have “Visible” and “Edit” permissions. Learn more in the Managing Security Groups article.
Note: This should not have changed any of your existing security group settings.