Users & Teams

Adding/removing users, setting permissions, creating teams.

  • Managing Security Group Settings
    Note for Enhanced Records accounts: This article references Sales Record functionality and the Sales Enablement permission. These do not apply to your account. You can check you...
  • Permissions Guide for Sales Features
    Note for Enhanced Records accounts: This article references permissions for Sales Records, Sales Workflows, and Mass Emails. These do not apply to your account. You can check yo...
  • How to add and manage users
    Note for Enhanced Records accounts: This article includes settings that reference Sales Records and Sales Record features. These do not apply to your account. You can check your...
  • Linked Agents
    Note for Enhanced Records accounts: This article references Sales Record functionality. This does not apply to your account. You can check your account's subscription package on...
  • 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...