• 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 whitelist external IP addresses to control where users can log into their Ag...
  • 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...