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Core User Role
As a Core User, the default view is to show only contacts where the user is the primary agent OR where they have been manually given access will be visible. To manually grant access to a Core User, use the Contact Access window on the Contact page by clicking on the primary agent’s name.
Additionally, Core Users can be granted access to all contacts at once. This can be done using the Contacts All Access role.
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.
The following All Access roles exists within AgencyRoot
Contacts
QuotePro
Documents
Tasks
Workflows