• Creating a New User
    Overview When creating a new user, please keep in mind that every user needs to be assigned to a Security Group. You may want to review this information before creating a new us...
  • Managing Security Groups
    Overview Each user created in AgencyBloc is assigned to a Security Group. The permissions of each user can be found at the Security Group.  The Security Group for a user determi...
  • Restricting Logins by IP Address
    Overview To help protect your organization’s data from unauthorized access, AgencyBloc allows you to specify a list of IP addresses to control where users can log into their Age...
  • Linking Agents to Users
     Overview With Automated Workflow, you can assign activities to a group’s, individual’s, or policy’s servicing agent. When you assign an activity to a servicing agent, it is pas...