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Team Roles

Super Admin:

  • View and create insureds or users

  • View, attach/detach policy, deactivate/reactivate, reset other user password, create admin user

  • View and edit payment

  • View and send messages

  • View and upload edoc

  • View, edit and create change request

  • View and edit claim status

  • View and edit reports

  • View permissions, add new role, edit user role, reset password, deactivate/activate users

  • View settings, add/edit/delete branch, FAQ, banner, notifier email, theme and enable/disable plugin

  • View, edit and create support tickets

Broker Admin:

  • View and create insureds or users

  • View, attach/detach policy, deactivate/reactivate, reset other user password, create admin user

  • View and edit payment

  • View and send messages

  • View and upload edoc

  • View, edit and create change request

  • View and edit claim status

  • View and edit reports

  • View permissions, add new role, edit user role, reset password, deactivate/activate users

  • View settings, add/edit/delete branch, FAQ, banner, notifier and email

  • View and edit support tickets

...