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Invited users will be added to your subscription total and billed as active, so you'll want to remind these users to sign in and start using their subscription as soon as possible. |
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Inactive users can also be used for users that are away for an extended period of time (extended vacations or maternity leave as examples). |
Archived Users
Archived Users are for former users that are no longer with the agency.
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Roles & Permissions
AgencyRoot has three diverse Roles that can be assigned to users to dictate the actions they can complete in AgencyRoot systems, all centralized within Agency Admin’s Accounts page:
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The initial user that registers an agency will be set to ‘Owner’ automatically, but this can be changed by an Owner at any time. An agency may have multiple owners. |
Contact Access
AgencyRoot has 3 important levels that determine their access to contactsagency contact. Permissions and access to contacts can be managed on the Contact Access link at the bottom of the Contact information panelwindow by clicking on the primary agent’s name, and the Agency Admin and Agency Employee Core Administrator and Core User roles are assigned in User Management.
Primary Agent
The primary agent assigned to a contact will always have access to that contact. The primary agent will default to the person creating the contact.
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So if a processor is creating a prospect, you'll want to make sure to change the primary agent. |
Agency Admin Role
Agency Admins the Accounts screen.
Owner & Core Administrator Role
The Owner and Core Administrator roles always have access to all information data for the agency, including all contacts. The agency admin also has the ability to customize the agency settings.Agency Employee
Core User Role
As an agency employeea Core User, only contacts where the employee user is the primary agent OR where they have been manually given access will be visible. To manually grant access to an Agency Employee a Core User, use the Contact Access window on the Contact page by clicking on the primary agent’s name.
Other Access:
Entities can be accessed by anybody with access to the entity’s primary contact.
Policies can be accessed by anybody with access to the contact or entity that the policy is linked to.
‘All Access’ roles exist for several modules with AgencyRoot to allow finer-tuning of access to certain parts of the system. An example is shown below for the Workflows Module, where ‘Task All Access’ could be granted to somebody that is not otherwise an administrator, but should be able to see all the workflows and tasks for an agency.