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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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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
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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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 former users that are no longer with the agency.
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Roles & Permissions
AgencyRoot has 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 three 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 Managementthe Accounts screen.
Primary Agent
The primary agent assigned to a contact will always have access to that contact. 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 always have access to all information for the agency, including all contacts. The agency admin also has the ability to customize the agency settings.
Agency Employee Role
As an agency employee, only contacts where the employee Owner & Core Administrator Role
The Owner and Core Administrator roles are utilized for determining access to the Agency Admin configuration. Active users with these roles can view contacts, entities, and policies by default, but only if they are the primary agent or if access has been manually granted to them.
The Contacts All Access role can be added to the Owner and Core Administrator roles to grant them access to all contacts, entities, and policies.
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 an Agency Employee 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 exist within AgencyRoot
Contacts All Access
When selected, the user will have access to all contacts, entities, and policies.
Quote All Access
When selected, the user will have access to view and edit all quote data for the agency, regardless of who created the quote.
Document Admin
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.
Task All Access
When selected, the user will have access to view and edit all Tasks and Subtasks, regardless of assignment.
Workflow Admin
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.