Users and Permissions

Users

Users can be added or removed on the Agency Admin screen and will appear in one of three statuses.

Active Users
Active users are ones that have created an account, logged in, and have an active subscription.

Invited Users
Invited Users are ones that have been invited to join the agency but have not set their password yet.

If a user cannot find their invite email, please check their email address is correct (three dots on the right, edit user), and if the email address is correct, have them just hit the reset password link on the AgencyRoot login page.

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.

Archived Users

Archived Users are former users that are no longer with the agency.

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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Contact Access

AgencyRoot has 3 important levels that determine their access to agency contact. Permissions and access to contacts can be managed on the Contact Access window by clicking on the primary agent’s name, and the Core Administrator and Core User roles are assigned in the Accounts screen.

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. 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 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.

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    Example of Workflow Module’s Task All Access Role