Top menu >> Setup -or- Top menu >> Agencies >> More

(The Agency settings menu option can be found on both the Setup page and Agencies page)


The Agency Settings page has global settings for Agency manager and rep users, global settings for transfers, new agency defaults and custom naming for agency entities to match the same terminology the subscriber uses. Eg. agency vs. partner. 


From the Setup page, click Agency settings:




From the Agencies page, click Settings:





Global Settings for Agency Manager and Rep Users

This section lets you customize what agency rep and manager users with sign in privileges can see when viewing a customer.


Manager users:

  • Customer contacts security >> read, hidden or edit. 
    • Hidden: Managers will not see any customer contact details.
    • Read: Managers can see but not edit customer contacts. 
    • Edit: Managers can see and edit customer contacts. 
  • Customer alias security >> show or hide. 
    • Show: Managers will see all aliases for a customer.
    • Hide: Managers will not be able to see any customer aliases. Customer aliases pertinent to that manager user can still be seen on their accounts.


Rep users:

  • Customer contacts security >> read, hidden or edit. 
    • Hidden: Reps will not see any customer contact details.
    • Read: Reps can see but not edit customer contacts. 
    • Edit: Reps can see and edit customer contacts.
  • Customer alias security >> show or hide. 
    • Show: Reps will see all aliases for a customer.
    • Hide: Reps will not be able to see any customer aliases. Customer aliases pertinent to that manager user can still be seen on their accounts.


Global Settings for Rep Transfers

Options in regards to what happens to the account security for the original Rep when an account is transferred to a different Rep. 



New agency defaults

Various options in regards to defaults for any new agency you add to your subscription. 



New agency user defaults 

When you add a new agency do you want the sales commission to be hidden or not?




Custom Naming

Custom name your Agencies and Rep naming (eg: Sales partner, Consultant, VAR).