Manage Agency Users
Each agency employee who uses HawkSoft must have a user profile that includes their name, login credentials, email, and permissions set to accommodate their job functions. The User Profile is also where you can set this user's contact information for placement on forms and correspondence.HawkSoft User Profiles can be added and configured through the User Setup tab in Agency Setup.The following articles are intended to help an agency administrator or manager add new users, edit existing users, and assign permissions.
Licensed Seat Management
Seat Management controls how many users who can access HawkSoft simultaneously. In addition, you can see which users are currently signed in and forcibly sign out users who are experiencing technical difficulties.
Changes to the number of seats licensed to your agency will impact the cost of your agency's HawkSoft subscription.
Each seat represents one concurrent user, not a specific individual. Your agency's licensed seats determine the maximum number of users who can access HawkSoft at the same time.
Whenever there is a change in staffing, review your agency's seat count to ensure it can accommodate the expected number of users during peak hours.
Add a New User
This article is intended to help agency administrators add new users, configure user permissions, and designate which office(s) each user has access to.
User Profile Templates
HawkSoft User Templates enable you to quickly create new user profiles for an employee or group of employees that have common job titles or responsibilities. HawkSoft has three default templates based on common roles in the agency with preselected permissions relevant for each role:
Bookkeeper - This template is intended for bookkeeper users in your agency.
CSR/Producer - This template is intended for CSR/Producer users in your agency.
Manager - This template is intended for a manager user(s) in your agency.
This article is intended to help agency administrators create new default templates, modify existing templates, or apply templates to users to meet your agency's needs.
User Permissions
HawkSoft enables agency administrators to determine which types of client files and which areas of the HawkSoft database a user can access, as well as which actions a user can perform in HawkSoft.
This article provides an explanation of each of the user permissions and what each permission allows your users to do in HawkSoft.
Modify a User Profile
This article is intended to help agency administrators modify existing user profiles, including general account information, change the default office or assign different offices, and modify permissions.
Remove or Replace a User
A user's status should be changed to Inactive when their employment with the agency is terminated. Setting the user status to Inactive will prevent that user from logging into HawkSoft or the Agent Portal in the future, while retaining their historical documentation.
Export Users
Exporting a list of users is a helpful way to review and share user information outside the system. Your agency may use this feature periodically for audits, reporting, or record-keeping purposes. This article will walk you through the steps to generate and download a user list as an excel file that can be easily saved or imported into other tools.
View and Export User Sign-In Logs
HawkSoft enables agency managers to generate and view a log of user sign-in attempts. Once the log of user sign-ins has been generated, filters can be applied to narrow-down the list as needed. The list can then be exported to a CSV spreadsheet and saved to your computer, as needed.
View and Export User Sign-In Logs
Getting Started: Set Up Your Own Profile
Before getting started using HawkSoft, it is important for each user to configure their User Profile, preferences, and configure their workstation settings.
Configure your Account and Tools Overview