Users & Teams

Adding/removing users, setting permissions, creating teams.

  • Managing Security Group Settings in AMS+
    Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.All users in AMS+ must be assig...
  • Permissions Guide for Sales Features in AMS+
    Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.This article covers permissions...
  • How to add and manage users in AMS+
    Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.In this article, you will learn...
  • Linked Agents in AMS+
    Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.If your agency uses features li...
  • 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...