AMS360 allows you to define a hierarchy of Business Units based on your agency structure. This is described in more detail in Agency Setup>Accounting Options. All customers must be assigned to a division and department before you can save their customer setup data. SeeWorkflow: Understand Business Unit Assignmentsfor more information about creating Divisions, Branches, Departments, and Groups.

AMS360 has five basic permanent security groups, each with a defined level of security. The groups are as follows:

• System Admin

• Owner

• Bookkeeper

• Exec

• CSR

A user with the appropriate security (default System Admin and Owner) can add up to 95 additional groups as needed (for a total of 100).

Each group has preset access for specific menus and tasks in AMS360. For a printable list of these secured items, click here. For more information on setting up additional groups see Security Group Setup.

User security in AMS360 allows you to restrict an employee's access to view only customer names in search results or open access in which the employee can change activities, processes, and reports. This access is controlled in two areas:

• Security Groups
  For more information see User Security and Logging In.

• Customer Setup - Assign Employees
  See Employee Assignment for more information.

The following document lists an employee's access to a customer or policy based on the employee's security rights.

Employee Access to Customer and Policy

You can restrict employee access to specific bank accounts within AMS360. Use Employee Authorizations in Bank Setup to assign employee access to bank accounts.