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‘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.
The following All Access roles exists within AgencyRoot
Contacts
When selected, the user will have access to all contacts, entities, and policies.
QuotePro
When selected, the user will have access to view and edit all quote data for the agency, regardless of who created the quote.
Documents
When selected, the user will have access to the Manage Document Types screen, which provides them with the ability to add, edit, or delete Document Types and Document Sweep settings.
Tasks
When selected, the user will have access to view and edit all Tasks and Subtasks, regardless of who they are assigned to or who assigned them.
Workflows
When selected, the user will have access to the Manage Workflows screen, which provides them with the ability to add, edit, copy, or delete Workflows and their related Steps and Child Steps.