Summary of Roles and Permissions
Super Admin:
Full access to all features, including user management, permissions, settings, support, and reports.
The only role that can manage branches, FAQs, banners, notifier emails, themes, and plugins.
Broker Admin:
Similar to Super Admin but with slightly limited access to some settings.
Cannot manage advanced settings like themes or enable/disable plugins.
Manager:
Extensive permissions but lacks control over roles, advanced settings, and permissions.
Focused on managing insureds, policies, claims, reports, and support.
CSR (Customer Service Representative):
Operational role with permissions for insureds, policies, payments, eDocs, and support tickets.
Cannot edit reports, settings, or manage roles.
Producer:
Restricted role focused on viewing insureds, payments, eDocs, change requests, and claims.
Cannot manage or edit records or settings.
Communications:
Limited to sending messages and editing reports.
Client User:
Restricted to their own profile with basic self-service capabilities (e.g., resetting passwords, viewing payments, creating change requests and claims).