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Users can be added or removed on the Agency Admin screen , and will appear in one of three statuses.
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Inactive Users
Inactive Users are typically for agents that have their policies in AgencyRoot but do not need an account themselves. This is often used for processors that process multiple agents' business and are using AgencyRoot for their own purposes and the agent doesn't use it.
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Primary Agent
The primary agent assigned to a contact will always have access to that contact. Primary The primary agent will default to the person creating the contact.
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