ipfs.com| Setup Users
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Admins can create, edit and resend a registration email to users.
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Admin Role has all functions by default. This includes the ability to view all.
You can restrict users to a particular role.
Admin - There must be 1 admin, but we recommend having 2. Defaults all roles to selected. User has admin access.
Quoting - allows the user to quote.
View Own Quotes - Restricts view to the users own content.
Renewals - access to quote renewals.
Allow Edit APR - the APR on the quote screen can be edited.
Hide Delete Bank Account Information - hides the delete option on the bank account screen.
Reporting - enables view and download of reports.
Fee Report Available/Web Funding Report show Fees - allows access to Fee details on reports.
Account Status - review and edit accounts.
Online Payments - ability to submit payments online.
Return Premiums Allowed - submit cancellation return premium, endorsement credit and unearned commission payments.
View Own Notes and Reminders - only if feature is turned on.
View All Notes and Reminders - only if feature is turned on.
No Notes and Reminders Viewable - only if feature is turned on.
eSign - electronic signature process available. Choose the paths to allow below.
Insurance Provider Signs on Behalf of Self and Insured - select to allow.
Insurance Provider Signs First then Insured - select to allow.
Insured Signs first, then Insurance Provider- select to allow (if authorized see below).
User Cannot Sign on Behalf of Agency - [If authorized]. When selected the only eSign path checked is Insured Signs first, then Insurance Provider.
- The user cannot sign on behalf of the location, but can pay in full.
- Users selected in the drop down can eSign this users quotes.
- The user selects an authorized eSign user during the process of sending the quote to the insured.
- In the case of IPFS TotalPay® which allows payment by premium finance or in full, if premium finance is elected the user selected will receive the eSign prompt via email.
View Agency Fees - fees are visible in the quote underwriting screen.
Show 1st Invoice - this is visible once the quote is saved.
Show Amount Financed Per policy - visible once the quote is saved.
Webhook Admin - Controls access to webhook functionality for resources familiar with web services (specifically JSON API).
Down Payment Methods (select one or both).
Down Payment Via ACH.
Down Payment Via CC.
Resend Registration Email - resend the registration email to the user, so they can update their password. Only accounts with a valid email are eligible. The email link expires after 48 hours.
The information contained herein is confidential an proprietary. Recipients will respect the confidentiality of this material and not disclose to any third party any of the contents of this document without first obtaining written approval from IPFS. Copyright © 2023 IPFS Corporation. All rights reserved. 02/11/26