Agency Setup - System Configuration Options
You can set default system configuration options that apply to the agency.
To set system configuration options information in the Agency Setup form:
- Open the Agency Setup form as described in Agency Setup.
- Expand the System Configuration Options section, and then enter the following information.
Display Options | Customer Search Results - Only show logged in user Customers based on: Select this option to display for the user currently logged on to AMS360 only the customers that meet their Business Unit, Service Group and Secured Customer Security Options. If this option is not selected, the user will see customers who exist in the agency database, but for whom the user does not have security rights to view.
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Scheduled Reports | Suspend: Use this control to suspend all scheduled reports. | |||
Store Scheduled Report Results in:
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Center Banner-Integration Product Options | Document Management: Use this option to display the logo for either Doc360 or WorkSmart (or neither) on the Web page footer. The logo acts as a link and enables easy access to the selected document management product.
Clicking an option toggles it on or off. To clear a selected item, click it again to remove the mark. | |||
Show TransactNOW Carrier Passport Icon: Select this option to display the TransactNOW icon on the Web Page Banner. This icon allows you to access TransactNOW Carrier Passport. | ||||
Download Information | Download Session Nightly Pickup: On selected means you are downloading data through IVANS nightly. | |||
IVANS Machine Address: Enter the Machine Address assigned to you by IVANS when a company registers your agency for an account. Registration typically occurs when you download with your first company. | ||||
Participant Code: The Participant Code identifies the agency to the company for download. It can be setup by the agency in this field, or setup internally by Customer Service. | ||||
Set Session Timeout to | Set this option to determine how long an AMS360 user's Internet Explorer session can sit with no activity before closing AMS360. The default setting is 20 minutes. To increase/decrease the amount of inactive time before the system requires the user to log in, change the hours and/or minutes. | |||
Agency Password Setup | Opens Agency Password Setup. Use this to modify Agency Password requirements and rules. | |||
Retain Authentication Information for | Authentication history has a minimum of 30 Days and a maximum of 7 Years 0 Days. Default setting is 90 Days.
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Default option to automatically check 'Business With Agency' check boxes ON for New Customers | Selecting this check box in Agency Setup automatically selects the Automatically check based on active policies check box in the Customer Setup > Name & Address > Business With Agency group for all new customers. |
What's Next?
Do you want to enter additional information in the Agency Setup form? See Agency Setup for more information.