Are You Ready for Acuity Distributor Center Account Management?

Starting March 12th, Acuity Distributor Center account management will be handled by your agency. Hopefully you had a chance to sit in on one of the training sessions. If not, please take a few minutes to review the video which can be found in this blog and on the agile Help tab under Agency Administration.

Who Will Approve your Distributor’s Requests for New Accounts?

• Anyone set up as an ADC Administrator will have this ability. If you are an Agency Admin, you have by default been set up as an ADC Administrator and will receive new ADC account requests from distributors. If you wish to delegate this responsibility to another person(s) in your agency, go to the Agency Admin tool and enable the employee’s agile account with the Acuity Distributor Center Portal and Distributor Application making sure to assign them the Admin Role.

As an ADC Administrator What Other Capabilities Will You Have?

• Anyone set up as an ADC Administration will have visibility of all ADC users at each Distributor location to ensure the users are still valid and to inactivate users who are not. This can be done in one of two places depending upon your role.
  • If you are not an Agency Admin but are an ADC Admin, log onto ADC and go to the Admin tab.  Filter to the Active (in territory) status, select a distributor and click Search to see the list of active users
  • If you are the Agency Admin, you can either follow the above instructions or you can go to the Agency Admin tool and click on the Distributor Tab.  Filter to the Active (in territory) status, select a distributor and click Search to see the list of active users.
  • If you need to inactivate a user open the details of the user and set their account to Inactive

What Else is New?

• Agency Admins can enable agency agile user accounts with ADC.  This will give the agency user automatic visibility of all customers in ADC.  Do this by going to the Agency Admin tool and assigning them the Acuity Distributor Center Portal and Distributor Application.   This does away with the need for an agile user to have a separate ADC log in.  Take advantage of this today!

Watch the short video on ADC Account Management below. (Don’t see the video? Click here to view in a new window.)