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System Users and Teams

System Users and Teams

Owned by Mariam Gemayel
Last updated: Dec 10, 2024
1 min read

 

Team Roles

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

Manager

  • View and create insureds or users

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

  • View and edit payment

  • View and send messages

  • View and upload edoc

  • View, edit change request

  • View and edit claim status

  • View and edit reports

  • View, edit and create support tickets

CSR

  • View and create insureds or users

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

  • View and edit payment

  • View and upload edoc

  • View change request

  • View claims

  • View, edit support tickets

Producer

  • View insureds or users

  • View payment

  • View and upload edoc

  • View change request

  • View claims

Communications

  • View and send message

  • View and edit reports

Client User

  • Can reset their own password

  • Can Change GUI Language

  • View payment

  • View message and mark as read

  • View edoc

  • View and create change request

  • View and create claim

  • View and create support ticket