When you create new Users in AgencyBloc, you have to choose which security settings they will have. The Security Groups will determine what each user can see and which information they can access within your AgencyBloc account. This video will also cover the difference between an Agency User (previously known as Full User) and an Agent CRM User.
Additional resources
- [Webinar] Understanding Security Controls & User Management
- [Help Article] Managing Security Group Settings
- [Help Article] Restricting User Access to a Book of Business
Video training series for Initial Setup
- Creating New Users in AgencyBloc (3:31)
- User Security Groups & Settings (3:51) You are here
- An Introduction to AgencyBloc's Help Center (2:29)
- Adjusting Your Screen & Navigating Your Account (4:14)