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Inactive Users
Inactive Users are typically 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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Archived Users
Archived Users are for former users that are no longer with the agency.
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Owner & Core Administrator Role
The Owner and Core Administrator roles always have are utilized for determining access to all data for the agency, including all contactsthe 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. 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 exist within AgencyRoot
Contacts
QuotePro
Documents
Tasks
WorkflowsAll 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.