Application Catalog: API User Access to Secured Customers

Note: This update represents only a portion of the AMS360 23R1 release. Please navigate to AMS360 2023 R1 Release Notes to review other enhancements and fixes that were part of the release.

Admin users may now grant permission for API users to access customers marked as “Secured” within the AMS360 database.

Workflow

  1. Verify that the agency is set up with access to the Application Catalog

    1. The agency will need to contact Vertafore to activate Secured Customers for each API.

  2. Navigate to the Administration Center

  3. Under the General menu, open the Application Catalog

  4. Select an existing user to edit, or add a new user

  5. Check the box for "Has Access to All Secured Customers"

  6. Update or Add user changes

  7. Save the Application Catalog.