Users & Teams

Adding/removing users, setting permissions, creating teams.

  • Managing Security Group Settings
    Overview All users in AgencyBloc are assigned to a Security Group. Security Groups control what a User can see and access in AgencyBloc. We recommend this article to administrat...
  • Managing Users
    Overview If you’re an administrator at your agency, you may have the ability to create and manage Users in AgencyBloc. Please keep in mind, your agency’s monthly billing is base...
  • Linking Agents to Users
    Overview Linked Agents are a way of using Agent records to take advantage of additional features in AgencyBloc. For example, your Automated Workflows will have more versatility ...
  • Restricting User Access to a Book of Business
    Overview For agents and producers to see their book of business in AgencyBloc, they need to be a User in AgencyBloc and have a matching Agent record. Both need to be connected. ...
  • Managing Teams & Team Notifications
    Overview Create Teams to help delegate tasks and set up Sales Pipelines in your agency. With Teams, you can assign Activities to multiple Users, give Users access to Sales Pipel...
  • 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...
  • [Webinar] Understanding Security Controls & User Management
    Video recorded on October 28, 2022 What was covered: 0:00 - 2:09: Intro 2:10 - 3:32: Overview of Security Groups 3:33 - 4:34: How to customize a Security Group 4:35 ...