Map a User

Typically a user’s mapping settings are accessed for two main reasons:

1. During the initial set up during implementation, once a user once added to VSSO and provisioned for SalesTrack, the user must set up the AMS360 mapping themselves.
2. Or when the User's role or division has changed, or if you want to change the default mapping to a user.

To map a user complete the following steps:

1. On the top navigation bar click on the Vertafore logo and select the Settings tile.
2. Click on Settings and then choose AMS360 Mappings. A list of all integrated users appears.
   1. To add a new user, on the top command bar click + New. The New AMS360 Mapping page appears.
   2. To edit an existing user, select the user and then on the top command bar click Edit.
3. In the Name field enter the user’s full name.
4. The Owner field defaults to the user logged in completing this mapping. Typically, the user owns their own profile. So, if a sales manager is completing this setup, the owner must be changed to the user being set up.
   1. To change the owner click on the owner field, select the Look up tool and then click Look up more records. Choose the correct owner and then click Add.
5. Enter the Division, Branch, Department and Group you want to map to in AMS360. Use the Look up tool to find your match.
6. Enter the Executive name and Representative name you want to map to in AMS360. Use the Look up tool to find your match.
7. When complete click Save & Close.