Security Group Setup

Security is one of the most important features of your system.AMS360 comes with the permanent security groups: Admin, Owner, Book, Exec, Rep, S247Admin, and S247User that allow access to the system elements (found in the Secured Items List) required by most job positions within your agency. If desired, up to 93 additional security groups (for a total of 100) can be created to further customize system access.

You can also use Security Group Setup to secure certain sections by employee in the following forms; Company Setup, Employee Setup, and Customer Setup. 

For example, if you want an employee to have access to the Employee's License Information you can set the access level to Full Access and if you don't want them to have access to the Security sections you can set the access No Access.


All users must have full access to the Home Center to be able to log in to AMS360. If the Home Center is set to No Access, then the user will receive Access Denied when attempting to log in, even if they have full access to other centers.

For a printable Excel spreadsheet that compares access levels for each permanent security group, see Secured Items.

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