All of the business units created in Agency Setup for your agency appear in the list. Use the following information to assign the employee security access for one or more business unit combinations.

Field	What is this?
Check All	Click Check All (default) to grant the employee access to all business units. If the employee has access to most combinations select this option and then uncheck the combinations to which the employee should not have access.
Uncheck All	Clicking Uncheck All denies the employee access to all business unit combinations.
Copy Access From	Use this shortcut to copy the Division/Department/Branch/Group Security Access settings from an existing active employee to the employee being added or edited. The drop-down list displays all active employees. Select the Employee to copy from in the list and click Copy.
Check	This column defaults as checked for a new employee and has type-in-grid functionality. To include/exclude employees from a specific business unit combination just click the checkbox (Checked = Include; Unchecked = Exclude).

Special Situations

As new divisions, branches, departments and groups are added in Agency Setup the following occurs:

• If an employee has access to all existing business unit combinations, they are automatically granted access to any newly added combinations.

• If an employee does not have access to all existing business unit combinations, they are automatically denied access to any newly added combinations.

All of the Security Groups set up for the agency appear in the list. Click a box in the Chk column to assign the employee to the group. Uncheck the box to remove access.

When assigning an employee to a Security Group keep the following in mind:

• An employee can be assigned to one or more Security Groups.

• An employee with a User ID must be assigned to at least one Security Group to access AMS360.

• At least one employee must always be assigned to the Admin group.

For more information on security groups, see Security Group Setup.

You must check the Employee Access Secured option in Customer Setup in the Name & Address section, before the customer appears in this list.

Field	What is this?
Limit Employee's Access to	Group/Field What is this? Their Customers Only (based on Service Group) These employees are displayed in the Customer Center when you pull up a customer. See Customer Setup > Name & Address > Service Groups for more information.
Select All	Use this to select all the customer names shown in the grid (e.g., there is a check in the Include checkbox for all customers).
Clear All	Use this to de-select all the customer names show in the grid. (e.g., there is no check in the Include checkbox for all customers).
Customer Access Grid	This grid lists the Secured Customer Names you can access.

Field	What is this?
# of Licenses Purchased	Displays the total number of user licenses purchased by your agency.     Need to Add Another User License?     AMS360 Online (Hosted) Customers Use the Agency License feature (Allows immediate change to your account) or Contact Vertafore Sales at http://www.vertafore.com/Contact to purchase the license. After the license is purchased, it must be applied by the AMS Data Center.     AMS360 In-House Customers Contact Vertafore Sales at http://www.vertafore.com/Contact to purchase the license. After the license is purchased, it must be applied by the AMS Data Center.
# of Available Licenses	This value represents the number of licenses purchased less the number of existing system users with valid user ID's. You cannot delete an employee if that employee has been assigned as Exec or Rep in existing accounting transactions. You can, however, remove the User ID and Password from the Employee Setup form of any employee who no longer requires system login capabilities. When this is done, an AMS360 license is recaptured and a User ID and Password can be assigned to a new employee without triggering an error message that the maximum number of licenses have been exceeded. The user Administrator is not counted against your total licenses available.
Update Agency License	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.
Generate Password	Use to automatically generate a new password for the employee. Click OK to save the change or Cancel to return to Login Information.
User ID	Enter the ID this employee will use to log into AMS360. You can enter up to 30 characters. AMS360 licensing is recorded for each User ID you enter here.
Password	If the employee has a User ID, a password is required. See the Change Password topic for more information. Enter a case-sensitive password meeting the following requirements: Does not contain the Login ID A minimum of 7 and a maximum of 30 characters in length Include characters in at least 3 of the following 4 groups: Uppercase character Lowercase character Numeric character Symbol (Any special character such as # , *, or %)
Email Password	Available when either the Password field or the Generate Password option has been activated. Use this to email employee their new password. Email is sent from local Outlook account.
Password change required at Next Login	Selected to require employee to create a new password the next time they login. Box remains checked until the user changes their password.
Reset Login	If a user tries unsuccessfully to login to AMS360 five times, they are locked out of the system for 20 minutes. Use this button to clear the lockout and allow the user to log into AMS360. Available for users with Admin security.
Login Time Grid	This grid controls the time period during which you are allowed to log on to the system. Group/Field What is this? Day Selection Monday through Friday default as checked for a new employee. To add access for additional days, click the Day Selection checkbox on the desired row. Then, check the 24 Hour access, or type in the desired From/To time range. 24 Hour If checked, allows 24 hour access to the user on this day of the week. Defaults as unchecked for a new employee. Only the Administrator login defaults with all days selected and all 24 Hour checkboxes checked. See the User Security and Logging In topic for more information about the Administrator login. From/To The default time range is 8:00 AM to 5:00 PM. To change the range, click a field and type in a desired From or To time. You may want to click the 24 Hour checkbox for employees traveling in many time zones and accessing AMS 360 remotely.

The Commission Setup section lets you set up commission defaults by Effective Date. Commissions pull from the latest effective date for the employee that is less than or equal to the effective date of the policy being billed.

From there, you can setup commissions using the following parameters:

• Parent Company

• Writing Company

• Line of Business

• Plan

• Transaction

AMS360 then finds the closest commission match for the policy based on the parameter ranking set up in Agency Setup> Accounting Options > Commission Parameter Ranking.

You can create as many commission setup combinations as necessary for the selected employee. If you subsequently revise commission schedules it is recommended that you add additional combinations with new effective dates, rather than editing existing commissions.

The first billing for a policy period uses commissions from setup. Subsequent policy billings use the commissions from the most recent billing transaction.

Don't forget to enter a general commission default record that applies to all parent companies, writing companies, lines of business, plans, and/or transactions. Consequently, when a specific match is not found, the general commission default applies.

To use commissions setup for an existing employee as a template for the current employee, click Copy Commissions. This opens the Copy Employee Commission form where you can select the employee to copy from and the commission rows you wish to copy.

To setup your commission schedule, do the following:

1. Click New on the Commission Setup section bar. This opens the data entry fields.

2. For your commission default, choose to apply to both Premium and Fees. (Although, you can set up default commissions for Premium and Fees separately.)

3. Enter the effective date for your commission default record.

4. Select any combination of Parent Company, Writing Company, Line of Business, Plan, and/or Transaction.

5. Select the Commission Method (% of Agency Commission, % of Premium/Fees or Flat Rate), and the corresponding percentage rate or commission amount.

6. Click Add.

Field	What is this?
Applies to:	Option What is this? Premium and Fees The setup selections you enter apply to both premium and fees. If you select this option, you cannot choose a line of business, nor plan. Premium The setup selections you enter apply to premium only. Line of Business and Plan are available when the commission setup applies to only premium. Fees The setup selections you enter apply to fees only. If you select this option, you cannot choose a line of business, nor plan.
Effective Date	Select the date the commissions take effect. If you enter an effective date that matches an existing record, you receive a warning that the system cannot copy a duplicate entry.
Transaction	If the employee is paid different commission based on Type (New Business, Renew Policy or Rewrite) of transaction, choose the transaction here.
Line of Business	If the employee is paid different commission based on Line of Business (LOB), choose the line of business here.
Parent Company	If the commission applies to a particular Parent Company, select the company here. The parent company is not used in commission ranking. It is used to appropriately fill the writing company and plan fields. See the Writing Company and Plan fields below for more information.
Writing Company	If the commission applies to a particular Writing Company, select the company here. If a Parent Company is selected, then fill the Writing Company field with only the writing companies that belong to the selected parent. If All is the selection for the Parent Company field, then fill the Writing Company field with All writing companies that belong to all parent companies.
Plan	If the commission applies to a Plan select it here. If a particular Parent Company is selected, then fill the Plan field with all plans that are assigned to the selected parent. If All parent companies are selected, then fill the Plan field with all plans assigned to all parent companies.
Commission Method	Use to identify the method for calculating the employee commission. Based on the Method you select, the corresponding Percent or Amount field becomes active. % of Agency Commission % of Premium/Fees Flat Rate If you have a negotiated commission on a specific policy, enter that information on the policy transaction. It will override any default commission setup here. Negotiated commissions do carry forward to the renewal, but can be removed or modified.

To use commission parameters from an existing employee form as a template in creating commissions for this employee, click Copy Employee Commissions.

Use this section to attach a signature file to this employee. Once attached, you can grant other employees authorization to use the signature. Use the following guidelines when attaching a signature:

• The signature must be in bitmap (.bmp) format.

• The signature must be black and white.

• Use Browse to locate the signature file.

• The file size cannot exceed 64K.

• Recommended size is 1 cm x 10 cm. This prevents the signature from 'stretching' and becoming distorted in the signature box.

Only signatures for licensed employee's can be used on electronic forms.

If the file size is too big, do the following:

1. You can check the file size in Windows Explorer before importing it to avoid any errors. If the file is larger than 64k, use Paint to reduce the size.

2. Open the file in Paint.

3. Click Image > Attributes and reduce the size until the signature is just inside the frame.

4. Save the file.

When you have imported the signature bitmap file and it appears in the Employee Signature box, activate the checkbox in the Chk column for every employee row authorized to use this signature.

Use the following procedure to remove the AMS360 signature for an employee and thereby make it unavailable for use on any future forms.

1. From the Employee Center, find the employee for whom you want to remove the signature and open the account. Click Edit Employee.

2. In the Signature Setup section, click the Clear button.

Clearing the signature does not remove it from any form it is already on, but makes it unavailable for use on any future forms.

3. Click Save & Close.

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

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, click Save & Close.

4. The new user can now log into AMS360.

Need to Add Another User License?

• Contact Vertafore Sales at http://www.vertafore.com/Contact to purchase the license. After the license is purchased, it must be applied by the Vertafore Data Center.

OR

• AMS360 Online (Hosted) Customers may use the Agency License feature, which allows immediate change to your account. (Available to AMS360 Online Customers only.)

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. Click Edit Employee.

2. In the Login Information section, remove the User ID and Password for the employee. Although not required, you may also want to mark them as inactive.

3. Click Save & Close.

4. Click the Employee Center button again and choose New Employee.

5. 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.

6. When you have finished entering the new employee information, click Save & Close.

7. 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 for whom you want to remove the login ability and open the account. Click Edit Employee.

2. In the Login Information section, remove the User ID and Password for the employee. Although not required, you may also want to mark them as inactive.

3. Remove the signature for the employee (if there is one) by expanding the Signature Setup section and click the Clear button.

Clearing the signature does not remove it from any form it is already on, but makes it unavailable for use on any future forms.

4. Click Save & Close.

5. 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.

AMS360 includes User ID named Administrator. This User ID is used for various security features and cannot be changed or deleted. The user Administrator is not counted against your total licenses available. For more information see User Security and Logging In.