Adding a user after centralization

Summary of Roles and Permissions

1. Broker Admin:

   • Similar to Super Admin but with slightly limited access to some settings.

   • Cannot manage advanced settings like themes or enable/disable plugins.

2. Manager:

   • Extensive permissions but lacks control over roles, advanced settings, and permissions.

   • Focused on managing insureds, policies, claims, reports, and support.

3. CSR (Customer Service Representative):

   • Operational role with permissions for insureds, policies, payments, eDocs, and support tickets.

   • Cannot edit reports, settings, or manage roles.

4. Producer:

   • Restricted role focused on viewing insureds, payments, eDocs, change requests, and claims.

   • Cannot manage or edit records or settings.

5. Communications:

   • Limited to sending messages and editing reports.

6. Client User:

   • Restricted to their own profile with basic self-service capabilities (e.g., resetting passwords, viewing payments, creating change requests and claims).

Role details