Add and configure AMS360 Mobile users

1. Open the VSSO console. To do that:
   1. Go to https://vim.identity.vertafore.com/VIM/
   2. From AMS360, click 360 Toolbox > Vertafore Single Sign-On.
   3. From My Agency Home, click your name at the top right corner of the screen, and then click User Name & Password.
2. Click Manage Users, and then click the user account you want.
   
   
3. Click Product Access, and make sure AMS360 is listed and configured.
4. Click Add Products. In the Add Products dialog, select AMS360 Mobile, and then click OK.
   
   
5. Repeat these steps for every account that needs access to AMS360 Mobile.
6. Agency Admins ONLY: Add the 360 OData Security product to your VSSO user account. Doing this will allow you to complete the next set of steps.
   
   

 

Agency Admins ONLY: Don’t forget to add the 360 OData Security product to your VSSO user account, as explained in Configure VSSO accounts. Otherwise, you won’t be able to complete the following steps.

1. In VSSO, click Manage Users, and then click the user account you want.
2. Click Product Access, and then in the list, next to AMS360 Mobile, click Configure.
3. On the Agency drop-down menu, select your AMS360 agency.
   
   
4. The permission groups for the selected user are displayed. At this point, the user should have the Read permission assigned for all permission groups.
   
   
5. For each item in the list, click Read. In the Edit Permission dialog, select the permissions you want, and then click Save Changes.
   
   For more help, see the Recommended Permissions section of this document.
   
   
6. Repeat all steps for each AMS360 Mobile user, and for every AMS360 agency you want to access in AMS360 Mobile.

 

AMS360 Mobile connects to AMS360 via an OData web service. The Configure step allows you to grant your AMS360 Mobile users permission to specific types of information in AMS360. The following table outlines the types of information that are controlled by the security settings for each feature.

In addition, AMS360 security settings apply to the information your users can see in AMS360 Mobile. For more information about security settings in AMS360, see AMS360 Help.

Feature	Controls access to	Notes
Client	Business Name, First Name, Last Name, Email, Business Phone, Home/Residence Phone, Cell/Mobile Phone, Relationship, Executive, Representative, Division, Branch, Department, Group, Contact Type, Notes, Certificates, Contacts, Dependents	All users must have Read permission to use AMS360 Mobile. Mobile users cannot delete clients, even if you grant them the right to do so.
Policy	Policy Number, Effective Date, Expiration Date, Policy Type, Line of Business, Premium, Description	Mobile users cannot create, update, or delete policy information, even if you grant them the rights to do so.
Documents	Attachments, Filename, Extension, Received Date, Type	Mobile users with Create rights can upload documents and attach them to an activity. Mobile users with Read rights cannot create, update, or delete attached documents.
Activity and Suspenses	Date, Action, Created By, Description, Policy, Priority, Assigned To, Line of Business, Due Date	Mobile users cannot delete activities and suspenses, even if you grant them the right to do so.
Claims	Claim Date, Line of Business, Policy Number, Claim Number, Claim Status, Description	Mobile users cannot create, update, or delete claims information, even if you grant them the rights to do so.

 

For most AMS360 Mobile users, the Full Access permissions are recommended.

For users that need to view information from AMS360 in AMS360 Mobile but should not be able to add or change the information, the Read Only permissions are recommended. By default, all members of your agency are granted Read permissions to all features.

For users of My Agency Home Enterprise (with Worksmart), the Enterprise permissions are recommended. At this time, AMS360 Mobile does not provide access to Worksmart tasks and documents. Since Documents and Activities/Suspenses in AMS360 are not used, these features should be turned off.

Full Access
Feature	Permission
Client	Create, Read, Update
Policy	Create, Read, Update
Documents	Create, Read
Activity and Suspenses	Create, Read, Update
Claims	Read

 

Read Only (default)
Feature	Permission
Client	Read
Policy	Read
Documents	Read
Activity and Suspenses	Read
Claims	Read

 

Enterprise
Feature	Permission
Client	Create, Read, Update
Policy	Read
Documents	No Access
Activity and Suspenses	No Access
Claims	Read