Workflow: Adding, Changing, or Removing an AMS360 User

If you want to add a new user that has access to AMS360, enter the user in Employee Setup with a valid Login ID, Password, and assign the user to a Security Group.

If your agency uses Vertafore Single Sign-on, you must enter a new user using the Single Sign on Admin Console. For more information see https://www.vertafore.com/vsso-admin-guide.

If you do not have a user license available, contact Vertafore Sales at salesinfo@vertafore.com or call 1-800-444-4813 to purchase the license.  Use the following procedure to set up the new user in employee setup.

The Update Agency License feature is useful for AMS360 Online (Hosted) agencies who want to manage the availability of their user licenses.

The form allows you to change the maximum number of licensed users in your agency. When you save your changes to the system, notification is sent to the Vertafore Data Center so that your contract terms are updated accordingly. This change happens immediately; there is no waiting for processing to take place (a wait for processing would be required if you submit the change through Sales).

Example: You are adding a new employee, and another user license is required for him or her. You can easily add another license and submit the change using the Update Agency License form. Once the change is submitted you can immediately add the user.

1. From the Employee Center, click New Employee.
2. Enter the information for the employee making sure to enter a User ID, Password, and assign the employee to at least one Security Group.
3. When you have finished entering the new employee information, select Save & Close from the File menu or click the icon.
4. The new user can now log into AMS360.

If you have an employee leaving and someone else who is replacing them and want to add the new user, use the following procedure:

1. From the Employee Center, find the employee who is leaving and open the account.
2. From the sidebar menu, select Views > Employee Overview.
3. Click Edit Employee.
4. In the Login Information section under Security, remove the User ID and Password for the employee. Although not required, you may also want to mark them as inactive.
5. Select Save & Close from the File menu or click the Save & Close icon.
6. Select Employee Center again and click New Employee.
7. Enter the information for the employee who is replacing the user who left the agency. Make sure to enter a User ID, Password, and assign the employee to at least one Security Group.
8. When you have finished entering the new employee information, click Save & Close from the File menu or click the Save and Close icon.
9. The new user can now log into AMS360. The replaced user can no longer log into AMS360. However, if the employee was an Exec or Rep assigned to customers, policies, activities, and suspense their name is retained in the appropriate forms.

Use the following procedure to remove the AMS360 login ability for an employee and thereby recapture a license for reassignment:

1. From the Employee Center, find the employee who is leaving and open the account.
2. From the sidebar menu, select Views > Employee Overview.
3. Click Edit Employee.
4. In the Login Information section under Security, remove the User ID and Password for the employee. Although not required, you may also want to mark them as inactive.
5. Click Save & Close from the File menu or click the icon.
6. The user can no longer log into AMS360. However, if the employee was an Exec or Rep assigned to customers, policies, activities, and suspense their name is retained in the appropriate forms.