Add and configure products for VSSO users
VSSO users cannot sign in to VSSO-enabled products until the product is listed on the user’s Product Access tab and the product’s status is listed as Configured.
If you are not migrating existing users of AMS360, PL Rating, and other products to VSSO, you can quickly add all of the new users that should have access to a product on the Manage Products tab. For more information, see Manage all users of a product. However, many products require that you configure settings for new users before they can access a product. Configuration must be done for each user individually, on the Manage Users tab.
For more information on how to configure users for each product, click one of the following links:
- Add and configure AMS360 users
- Add and configure BenefitPoint users
- Add and configure InsurLink users
- Add and configure Credential Manager users
- Add and configure eForms users
- Add and configure eSignature (DocuSign) users
- Add and configure Executive Dashboard users
- Add and configure My Agency Reports users
- Add and configure PL Rating users
- Add and configure ReferenceConnect users
- Add and configure Service 24/7 users
- Add and configure TransactNOW users
- Add and configure My Agency Home users
- Add and configure Vertafore Agency SalesTrack users
- Add and configure AMS360 Mobile users
- Add and configure WorkSmart Online (WSOL) users
After you add and configure a product for a user, please allow up to three hours for that product to appear on the Capabilities menu in My Agency Home. For more information, see SOL37013 on the Vertafore Support website. |