Users & Teams

Adding/removing users, setting permissions, creating teams.

  • Managing Security Group Settings
    Overview All users in AMS+ must be assigned to a Security Group. The Security Group controls what users can see and do in AMS+. We recommend this article to agency administrator...
  • Permissions Guide for Sales Features
    Overview This article covers permissions for Sales features (ex. Phone Dialer, Rx Collect, Sales Records) in AMS+, along with guidance on setting up users to access and utilize ...
  • How to add and manage users
    Overview AMS+ can be configured to work with every type of user in your agency. Whether it's an in-house agent, commissions staff, a downline agent or administrative personnel, ...
  • Linked Agents
    Overview If your agency uses features like Rx Collect, SOA or ACA forms, SMS texting, or Automated Workflows, each user account needs to be connected to a servicing agent. This ...
  • Restricting User Access to a Book of Business
    Overview For agents to see their book of business in AMS+, they need to be a user in AMS+ and have a matching Agent Record. Both need to be connected. You can assign the Agent R...
  • Managing Teams & Team Notifications
    Overview Create teams to help delegate tasks in your agency. With Teams, you can assign Activities to multiple users and schedule Team-specific notifications to display on the D...
  • Restricting Logins by IP Address
    Overview To help protect your organization’s data from unauthorized access, AMS+ allows you to whitelist external IP addresses to control where users can log into their AMS+ acc...