Add and configure Vertafore Agency SalesTrack users

1. Click Manage Users.
2. Click a user in the list.
3. Click Product Access.
4. Click Add Products, select SalesTrack from the list, and then click OK.
5. Click the Configure link for SalesTrack.
6. On the Business Unit drop-down menu, select the appropriate business unit for the user.
   
7. Under Security Group(s) for this User, select the appropriate groups.
   For more information about the permissions granted by a security group, see the Security Group Permissions section below.
8. Under Executive Mapping, earch for executives in AMS360. Type a name, and then click the magnifying glass to start the search.
9. Select the names of the AMS360 executives you’d like to associate with this SalesTrack user, and then click the arrow button to move the names to the Mapped box.
10. Click Save.
11. Repeat these steps for each user you need to configure.

Executive mapping allows agencies to map items owned by an AMS360 user to a separate user SalesTrack user. An agency may want to take advantage of this feature if some of the below conditions are met: The agency doesn’t have a SalesTrack license for certain AMS360 users An employee leaves the company The agency prefers items are handled by different owners during and after the sales process Employees listed with a "cross" symbol next to their name are already mapped to other SalesTrack users. Employees listed in parenthesis are inactive in AMS360.

 

Security Group Permissions

Agency Administrator

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	Org	Org	Org	Org	Org	Org	Org	Org
Account	Org	Org	Org	Org	Org	Org	Org	Org
Contact	Org	Org	Org	Org	Org	Org	Org	Org
Opportunity	Org	Org	Org	Org	Org	Org	Org	Org
Activity	Org	Org	Org	Org	Org	Org	Org	Org
Notes	Org	Org	Org	Org	Org	Org	Org	Org
Agency Settings		Org	Org		Org	Org
Business Units	Org	Org	Org	Org	Org	Org	Org	Org

• This is the top permission level in SalesTrack
• Can see all items within the entire agency
• Can create any sort of item including agency business units

Sales Manager - Business Unit

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU
Account	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU
Contact	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU
Opportunity	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU
Activity	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU
Notes	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU	P/C BU

• Can see Accounts, Leads, and Opportunities within and under my business unit
• Can edit any item within and under my business unit
• Cannot create Business Units

Sales Manager - Agency

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	Org	Org	Org	Org	Org	Org	Org	Org
Account	Org	Org	Org	Org	Org	Org	Org	Org
Contact	Org	Org	Org	Org	Org	Org	Org	Org
Opportunity	Org	Org	Org	Org	Org	Org	Org	Org
Activity	Org	Org	Org	Org	Org	Org	Org	Org
Notes	Org	Org	Org	Org	Org	Org	Org	Org

• Can see all items within the entire agency
• Can create any sort of item excluding agency Business Units

Producer - Modify All

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	BU	BU	BU	BU	BU	BU	BU	BU
Account	BU	BU	BU	BU	BU	BU	BU	BU
Contact	BU	BU	BU	BU	BU	BU	BU	BU
Opportunity	BU	BU	BU	BU	BU	BU	BU	BU
Activity	BU	BU	BU	BU	BU	BU	BU	BU
Notes	BU	BU	BU	BU	BU	BU	BU	BU

• Can see Accounts, Leads, and Opportunities within my business unit
• Can edit any item within my business unit

Producer - View All

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	BU	BU	Self	Self	Self	Self	Self	Self
Account	BU	BU	Self	Self	Self	Self	Self	Self
Contact	BU	BU	Self	Self	Self	Self	Self	Self
Opportunity	BU	BU	Self	Self	Self	Self	Self	Self
Activity	BU	BU	Self	Self	Self	Self	Self	Self
Notes	BU	BU	Self	Self	Self	Self	Self	Self

• Can see Accounts, Leads, and Opportunities within my business unit
• Can only edit items that I create

Producer - Account View

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	BU	Self	Self	Self	Self	Self	Self	Self
Account	BU	BU	Self	Self	Self	Self	Self	Self
Contact	BU	BU	Self	Self	Self	Self	Self	Self
Opportunity	BU	Self	Self	Self	Self	Self	Self	Self
Activity	BU	Self	Self	Self	Self	Self	Self	Self
Notes	BU	Self	Self	Self	Self	Self	Self	Self

• Can see Accounts within my Business Unit
  • Cannot see Leads and Opportunities that I have not created
• Can only edit items that I create

Producer - Self

#	Create	Read	Write	Delete	Append	Append To	Assign	Share
Lead	Self	Self	Self	Self	Self	Self	Self	Self
Account	Self	Self	Self	Self	Self	Self	Self	Self
Contact	Self	Self	Self	Self	Self	Self	Self	Self
Opportunity	Self	Self	Self	Self	Self	Self	Self	Self
Activity	Self	Self	Self	Self	Self	Self	Self	Self
Notes	Self	Self	Self	Self	Self	Self	Self	Self

• Can only see and edit items that I create