How to Configure Work Groups in Momentum AMS

How to Set Up Work Groups

1. Access Your Profile

   • In the top right corner, click on your Name.

   • If you are on an agent account, it will display as Agency Profile.

2. Locate Work Groups

   • Inside your profile, you’ll see Work Groups at the top.

3. Create a New Work Group

   • Click Add New.

   • Assign agents to the group.

   • Give the group a name.

   • Save your changes.

4. Edit an Existing Group

   • You can edit a work group at any time to add more agents.

   • You can also assign an agent to a group directly from their Agent Profile.

Using Work Groups in Tasks

• In the Tasks module, admins will still see all tasks, but can filter by specific work groups.

• Agents will automatically see the tasks for the first group they are assigned to — this is considered their primary group.

• If an agent belongs to multiple groups, only the tasks for their primary group will display automatically, but they can filter to see other groups as needed.

Future Enhancements

Work Groups are the first step in a larger plan to make team organization more powerful in Momentum AMS. We plan to integrate Work Groups into:

• Endorsement processing

• Client access permissions

• Adding new items into the system

We welcome feedback on how you’d like to see Work Groups used in other parts of the system.