Security Rights

Security Right

Module

Information

AllowBillingBackdate

Billing

Purpose:  Allows the user to post a backdated Earned Premium Report.

Roles:  This right is not included in any default security roles.

AssignClaimAdjuster

Claims

Purpose:  Allows the user to assign an adjuster to the claim.

Roles:  Assigned to the Adjuster Supervisor role by default.

AttachClaimParty

Claims

Purpose:  Allows the user to attach a party to the claim.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

BindAdjustment

Policy

Purpose:  Allows the user to bind Adjustment transactions.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BindDeclaration

Policy

Purpose:  Allows the user to bind Declaration transactions.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BindEndorsement

Policy

Purpose:  Allows the user to bind Endorsement transactions.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BindPolicy

Policy

Purpose:  Allows the user to bind New Business transactions.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BindRenewal

Policy

Purpose:  Allows the user to bind a Renewal transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BypassOnlinePayment

Policy

Purpose:  Allows the user to bypass online payments and bind a transaction.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

BypassPrintDocumentDisabling

Policy

Purpose:  Allows the user to print documents when changes to the transaction would normally have disabled all printing.

Roles:  This right is not included in any default security roles.

CalculateQuoteAction

Policy

Purpose:  Allows the user to manually trigger quote calculation.  Additional right required.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

CancelPolicy

Policy

Purpose:  Allows the user to initiate, manage, and complete cancellations.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CertifyAttachment

Policy

Purpose:  Allows the user to check or uncheck the Certified checkbox when viewing the settings for an attached file.  Additional rights required.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CertifyClaimAttachment

Claims

Purpose:  Allows user to check or uncheck the Certified checkbox when viewing the settings for an attached file.

Roles:  This right is not included in any default security roles.

ConfigureSingleSignOnUser

Policy

Purpose:  Provides access to the Single Sign-On Settings panel when viewing a user account.

Roles:  This right is not included in any default security roles.

ConfigureUserAuthentication

Policy

Purpose:  Allows the user to access the Authentication Settings panel when viewing user accounts and individual client accounts.

Roles:  This right is not included in any default security roles.

ConfirmComplianceReferral

Policy

Purpose:  Allows the user to manage transactions in referral due to compliance, including accepting or declining the referral, and managing client and premium details.  Additional rights required.

Roles:  Assigned to the Compliance Manager role by default.

ConfirmMasterCover

Policy

Purpose:  Allows the user to set a master cover to Live status.

Roles:  Assigned to the Underwriter Supervisor role by default.

ConfirmMaxReferralLimit1

Policy

Purpose:  Allows the user to manage referrals, including quoting, declining, binding, and managing client and premium details.  Additional rights required.  Also allows the user to bypass Underwriting Required status for standard referrals.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateAdjustment

Policy

Purpose:  Allows the user to initiate Adjustment transactions.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateAdjustmentType

Billing

Purpose:  Allows the creation of Adjustment Types.

Roles:  This right is not included in any default security roles.

CreateAssured

Policy

Purpose:  Allows the user to create new client records.  Additional rights required to create client companies or individual clients.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateAssuredCompany

Policy

Purpose:  Allows the user to create new client company records.  Also requires CreateAssured.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateAssuredIndividual

Policy

Purpose:  Allows the user to create new individual client records.  Also requires CreateAssured.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateAttachment

Policy

Purpose:  Allows the user to attach files to a transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateAutomaticClaimPaymentRule

Claims

Purpose:  Allows the creation of Automatic Claim Payment Rules.

Roles:  Assigned to the Adjuster Supervisor role by default.

CreateBankAccount

Billing

Purpose:  Allows the creation of Bank Accounts.

Roles:  This right is not included in any default security roles.

CreateBatchReceipt

Billing

Purpose:  Allows the creation of Batch Receipts.

Roles:  This right is not included in any default security roles.

CreateBillingAdjustment

Billing

Purpose:  Allows the creation of Billing Adjustments.

Roles:  This right is not included in any default security roles.

CreateBillingDocument

Billing

Purpose:  Allows the creation of Billing Documents.

Roles:  This right is not included in any default security roles.

CreateClaimAttachment

Claims

Purpose:  Allows user to attach a file to a claim.

Roles:  This right is not included in any default security roles.

CreateClaimAutoAssignmentRule

Claims

Purpose:  Allows the user to create configurations for Automatic Adjuster Assignment .

Roles:  Assigned to the Adjuster Supervisor role by default.

CreateClaimCompany

Claims

Purpose:  Allows the user to create Professional Service Companies that the insurance company interacts with.  This applies to creating companies through the Professional Service Companies feature, or through the Attach Claim Parties feature in the claim workflow.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

CreateClaimCustomEvent

Claims

Purpose:  Allows the user to create events in the Workflow Events page.

Roles:  This right is not included in any default security roles.

CreateClaimCustomValidationRule

Claims

Purpose:  Allows the user to create validation rules in the Custom Validation Rules page.

Roles:  This right is not included in any default security roles.

CreateClaimDocumentConfiguration

Claims

Purpose:  Allows the user to create document configurations in the Claims Document Configurations page.

Roles:  This right is not included in any default security roles.

CreateClaimEmailConfiguration

Claims

Purpose:  Allows the user to create e-mail configurations in the E-mail Configurations page.

Roles:  This right is not included in any default security roles.

CreateClaimEmailTemplate

Claims

Purpose:  Allows the user to create e-mail templates in the E-mail Template List page.

Roles:  This right is not included in any default security roles.

CreateClaimPayment

Claims

Purpose:  Allows the user to create a claim payment, either through the Payments screen or through the Claim Actions widget.  Without this right, the Create Payment button is hidden.  The user must also have the EditClaimPaymentStatus right in order to select the required Status field.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

CreateClaimPaymentIntegrationRule

Claims

Purpose:  Allows the user to create integration rules in the Payment Integration Rules page.

Roles:  This right is not included in any default security roles.

CreateClaimReserve

Claims

Purpose:  Allows the user to create the claim reserves and estimates.  Without this right, the Set Estimate button is hidden.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

CreateClause

Policy

Purpose:  Allows the user to create new clauses.

Roles:  Assigned to the Product Designer role by default.

CreateCrossPolicyDataConfigurations

Policy

Purpose:  Allows the user to create configurations in the Cross-Policy Data Configurations page.

Roles:  This right is not included in any default security roles.

CreateDeclaration

Policy

Purpose:  Allows the user to create a declaration when viewing the Declaration Periods list.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateDistributor

Policy

Purpose:  Allows the user to create a new Distributor company.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

CreateDistributorPayablePayment

Billing

Purpose:  Allows the creation of a Distributor Payable Payment.

Roles:  This right is not included in any default security roles.

CreateDocumentsForms

Policy

Purpose:  Allows the user to attach document templates for use in setting up printing options in the master cover.

Roles:  Assigned to the Product Designer role by default.

CreateEmailTemplate

Policy

Purpose:  Allows the user to create e-mail templates for use in setting up e-mail options in the master cover.

Roles:  This right is not included in any default security roles.

CreateEndorsement

Policy

Purpose:  Allows the user to initiate Endorsement transactions.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateField

Policy

Purpose:  Allows the user to create fields for use in building a workflow.

Roles:  Assigned to the Product Designer role by default.

CreateFieldIndexing

Claims

Purpose:  Allows the user to add fields to the field indexing feature.

Roles:  This right is not included in any default security roles.

CreateGeneralLedgerAccount

Billing

Purpose:  Allows the creation of General Ledger Accounts.

Roles:  This right is not included in any default security roles.

CreateImpactAssessment

Policy

Purpose:  Allows the user to create Impact Assessment Requests.

Roles:  This right is not included in any default security roles.

CreateInsurer

Policy

Purpose:  Allows the user to create a new Insurer company.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

CreateInsurerPayablePayment

Billing

Purpose:  Allows the creation of an Insurer Payable Payment.

Roles:  This right is not included in any default security roles.

CreateIntegrationConfiguration

Policy

Purpose:  Allows the user to create configurations in the Integration Configurations page.

Roles:  This right is not included in any default security roles.

CreateInvoice

Billing

Purpose:  Allows the creation of invoices through On Demand Invoicing.

Roles:  This right is not included in any default security roles.

CreateLicensee

Policy

Purpose:  Allows the user to create a new Licensee company.

Roles:  Assigned to the System Administrator role by default.

CreateLookupTable

Policy

Purpose:  Allows the user to create new lookup table configurations.

Roles:  This right is not included in any default security roles.

CreateMasterCover

Policy

Purpose:  Allows the user to create a new master cover, either from scratch or by creating a copy of an existing master cover.  Allows the user to create new validation rules.  Allows the user to create new sequence number configurations.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverDistributorAssociations

Policy

Purpose:  Allows the user to attach master covers to a distributor company configuration.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverDistributors

Policy

Purpose:  Replaced by the CreateMasterCoverDistributorAssociations right as of version 2.4.79.

Roles:  This right is not included in any default security roles.

CreateMasterCoverDocumentsForms

Policy

Purpose:  Allows the user to attach document templates to a master cover and configure the print settings.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverEmailConfigurations

Policy

Purpose:  Allows the user to attach e-mail templates to a master cover and configure the e-mail settings.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateMasterCoverInsurers

Policy

Purpose:  Allows the user to attach Insurer companies to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverRates

Policy

Purpose:  Allows the user to create and edit rate rules for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverTaxesFees

Purpose:  Not in use.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateMasterCoverValidationRules

Policy

Purpose:  Allows the user to create validation rules and configure workflow actions in the master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

CreateNote

Policy

Purpose:  Allows the user to create a note attached to a transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreatePanel

Policy

Purpose:  Allows the user to create panels for use in building a workflow, as well as creating field and panel behavior override rules.

Roles:  Assigned to the Product Designer role by default.

CreatePayment

Billing

Purpose:  Allows users to view the Pay button in the Outstanding Invoices page of the Bill to Party.

Roles:  This right is not included in any default security roles.

CreatePaymentPlan

Billing

Purpose:  Allows the creation of Payment Plans.

Roles:  This right is not included in any default security roles.

CreatePaymentProviderConfiguration

Billing

Purpose:  Allows the creation of configurations in the Payment Provider Configuration List.

Roles:  This right is not included in any default security roles.

CreatePolicy

Policy

Purpose:  Allows the user to create a new submission from the Policies menu and policy list pages.

Allows the user to make copies of existing submissions

Allows the user to create Quote Versions of New Business transactions.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreatePortal

Policy

Purpose:  Allows the user to create and publish a portal, as well as any external links for a portal.

Roles:  Assigned to the System Administrator role by default.

CreatePremiumType

Policy

Purpose:  Allows the user to create premium types, allowing distinct calculations to be performed for different charges.

Roles:  Assigned to the Product Designer role by default.

CreateProduct

Policy

Purpose:  Allows the user to create a product, used to group resources.

Roles:  Assigned to the Product Designer role by default.

CreateReceipt

Billing

Purpose:  Allows the creation of Receipts within receipt batches.

Roles:  This right is not included in any default security roles.

CreateRenewal

Policy

Purpose:  Allows the user to initiate a Renewal transaction.

Allows the user to create Quote Versions of Renewal transactions.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateScreen

Policy

Purpose:  Allows the user to create screens for use in building a workflow.

Roles:  Assigned to the Product Designer role by default.

CreateScreenWorkflow

Policy

Purpose:  Allows the user to create workflows for the entry of submissions, as well as creating screen behavior override rules.

Roles:  Assigned to the Product Designer role by default.

CreateSubmission

Policy

Purpose:  Allows the user to create a new submission.

Allows the user to make copies of existing submissions.

Allows the user to create Quote Versions of New Business transactions.

If the option is enabled, the user can Request Bind when necessary.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

CreateTax

Policy

Purpose:  Allows the user to define a tax or fee to be applied in the master cover.

Roles:  This right is not included in any default security roles.

CreateTaxPayablePayment

Billing

Purpose:  Allows the creation of a Tax Payable Payment.

Roles:  This right is not included in any default security roles.

CreateTrigger

Policy

Purpose:  Allows the user to create triggers to control conditional elements in the system.

Roles:  Assigned to the Product Designer role by default.

CreateUser

Policy

Purpose:  Allows the user to create new user accounts.

Roles:  Assigned to the Distributor Supervisor, Distributor/Insurer Manager, Underwriter, and Underwriter Supervisor roles by default.

CreateWorkflowContainer

Policy

Purpose:  Allows the user to create workflow container configurations.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

CreateWorkflowContainerVersion

Policy

Purpose:  Allows the user to create versions of workflow containers.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

DeleteAssured

Policy

Purpose:  Allows the user to deactivate client records.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

DeleteAttachment

Policy

Purpose:  Allows the user to delete files attached to a transaction.  Additional rights required.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteBatchReceipt

Billing

Purpose:  Allows the deletion of a Batch Receipt.

Roles:  This right is not included in any default security roles.

DeleteBoundPolicyTransaction

Policy

Purpose:  Allows the user to delete Bound policy transactions.  Some notes and conditions apply:

•    New Business transactions cannot be deleted.

•    Bound transactions can only be deleted from the last term of the policy.

•    A bound transaction cannot be deleted if any newer transactions have been bound.  All transactions bound after the relevant transaction must be deleted first.

•    No Declaration transactions can be associated to the policy, under any term or transaction.

•    The Billing and Claims modules cannot be active.

•    Deleting a Renewal transaction also deletes the term.

•    Deleting a Reinstatement transaction also deletes the associated Cancellation transaction.  The bound Cancellation transaction (Cancelled status) cannot be deleted directly.

Roles:  This right is not included in any default security roles.

DeleteClaimAttachment

Claims

Purpose:  Allows the user to delete files attached to a claim.

Roles:  This right is not included in any default security roles.

DeleteClaimAutoAssignmentRule

Claims

Purpose:  Allows the user to delete configurations for Automatic Adjuster Assignment.

Roles:  Assigned to the Adjuster Supervisor role by default.

DeleteClaimCustomEvent

Claims

Purpose:  Allows the user to delete a custom event configuration in the Workflow Event window.

Roles:  This right is not included in any default security roles.

DeleteClaimCustomValidationRule

Claims

Purpose:  Allows the user to delete a custom validation rule in the Custom Validation Rule page.

Roles:  This right is not included in any default security roles.

DeleteClaimEmailConfiguration

Claims

Purpose:  Allows the user to delete an e-mail configuration in the E-mail Configuration page.

Roles:  This right is not included in any default security roles.

DeleteClaimEmailTemplate

Claims

Purpose:  Allows the user to delete an e-mail template in the E-mail Template window.

Roles:  This right is not included in any default security roles.

DeleteClaimPayment

Claims

Purpose:  Allows the user to delete a Payment that is not Paid or Void.  Controls the visibility of the Delete button.  The reserves are not impacted by the deletion of a payment.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

DeleteClaimPaymentIntegrationRule

Claims

Purpose:  Allows the user to delete an integration rule from the Payment Integration Rule window.

Roles:  This right is not included in any default security roles.

DeleteClause

Policy

Purpose:  Allows the user to deactivate clauses.

Roles:  Assigned to the Product Designer role by default.

DeleteDistributor

Policy

Purpose:  Allows the user to deactivate Distributor companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

DeleteDocumentsForms

Policy

Purpose:  Allows the user to deactivate document templates.

Roles:  Assigned to the Product Designer role by default.

DeleteEmailTemplate

Policy

Purpose:  Allows the user to deactivate  e-mail templates.

Roles:  This right is not included in any default security roles.

DeleteField

Policy

Purpose:  Allows the user to deactivate fields.

Roles:  Assigned to the Product Designer role by default.

DeleteFieldIndexing

Claims

Purpose:  Allows the user to remove fields from the field indexing feature.

Roles:  This right is not included in any default security roles.

DeleteInsurer

Policy

Purpose:  Allows the user to deactivate Insurer companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

DeleteIntegrationConfiguration

Policy

Purpose:  Allows the user to deactivate configurations in the Integration Configurations list page.

Roles:  This right is not included in any default security roles.

DeleteLicensee

Policy

Purpose:  Allows the user to deactivate Licensee companies.

Roles:  Assigned to the System Administrator role by default.

DeleteLookupTable

Policy

Purpose:  Allows the user to delete versions of lookup tables, or delete the entire table.  EditLookupTable also required to delete versions.

Roles:  This right is not included in any default security roles.

DeleteMasterCover

Policy

Purpose:  Allows the user to deactivate master covers.  Allows the user to delete sequence number configurations.

Roles:  This right is not included in any default security roles.

DeleteMasterCoverDistributorAssociations

Policy

Purpose:  Allows the user to remove master covers from a distributor company configuration.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteMasterCoverDistributors

Policy

Purpose:  Replaced by the DeleteMasterCoverDistributorAssociations right as of version 2.4.79.

Roles:  This right is not included in any default security roles.

DeleteMasterCoverDocumentsForms

Policy

Purpose:  Allows the user to deactivate a document configuration in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteMasterCoverEmailConfigurations

Policy

Purpose:  Allows the user to deactivate an e-mail configuration in a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

DeleteMasterCoverInsurers

Policy

Purpose:  Allows the user to remove an Insurer company from a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteMasterCoverRates

Policy

Purpose:  Allows the user to edit Rates settings in a master cover.  Allows the user to delete rate rules in the Rate Rules page.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteMasterCoverValidationRules

Policy

Purpose:  Allows the user to delete validation rules from a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeleteNote

Policy

Purpose:  Allows the user to delete notes attached to a transaction.

Roles:  This right is not included in any default security roles.

DeletePanel

Policy

Purpose:  Allows the user to deactivate a panel.

Roles:  Assigned to the Product Designer role by default.

DeletePaymentProviderConfiguration

Billing

Purpose:  Allows the user to deactivate payment provider configurations.

Roles:  This right is not included in any default security roles.

DeletePolicyTransaction

Policy

Purpose:  Allows the user to delete a transaction, where permitted.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

DeletePortal

Policy

Purpose:  Allows the user to deactivate a portal.

Roles:  Assigned to the System Administrator role by default.

DeletePremium

Purpose:  Allows the user to delete entries from a premium grid.

Roles:  This right is not included in any default security roles.

Prerequisites:  The user must have the EditPolicy right to edit grids in general.

DeletePremiumType

Policy

Purpose:  Allows the user to deactivate a premium type.

Roles:  Assigned to the Product Designer role by default.

DeleteProduct

Policy

Purpose:  Allows the user to deactivate a product.

Roles:  Assigned to the Product Designer role by default.

DeleteReceipt

Billing

Purpose:  Allows the deletion of Receipts within a Receipt Batch.

Roles:  This right is not included in any default security roles.

DeleteScreen

Policy

Purpose:  Allows the user to deactivate a screen.

Roles:  Assigned to the Product Designer role by default.

DeleteScreenWorkflow

Policy

Purpose:  Allows the user to deactivate a workflow.

Roles:  Assigned to the Product Designer role by default.

DeleteTrigger

Policy

Purpose:  Allows the user to deactivate a trigger.

Roles:  Assigned to the Product Designer role by default.

DeleteUser

Policy

Purpose:  Allows the user to deactivate a user account.

Roles:  Assigned to the Distributor Supervisor, Distributor/Insurer Manager, Underwriter, and Underwriter Supervisor roles by default.

DeleteWorkflowContainer

Policy

Purpose:  Allows the user to deactivate workflow container configurations.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

DeleteWorkflowContainerVersion

Policy

Purpose:  Allows the user to deactivate versions of workflow containers.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

DesignateBillToParty

Billing

Purpose:  Allows access to the Designate as Bill to Party button in the Assured, Distributor, and Insurer pages in Bridge.

Roles:  This right is not included in any default security roles.

DownloadBCM

Policy

Purpose:  Not in use.

Roles:  This right is not included in any default security roles.

DownloadExcelAddIn

Policy

Purpose: Allows access to the Add-Ins option in the Reference menu in the Main menu.  Allows access to the Bridge Policy Excel Add-In panel on the Add-Ins page.

Note:  If no files are available, the panel will be hidden.

Roles: Assigned to the System Administrator role by default.

DownloadWordAddIn

Policy

Purpose: Allows access to the Add-Ins option in the Reference menu in the Main menu.  Allows access to the Bridge Document Template Word Add-In (2010 and later) and Bridge Document Template Word Add-In (2007 and prior) panels on the Add-ins page.

Note:  If no files are available in a particular panel, the panel will be hidden.

Roles: Assigned to the System Administrator role by default.

EditAdjustmentType

Billing

Purpose:  Allows the modification of Adjustment Types.

Roles:  This right is not included in any default security roles.

EditAssignableSecurityRoles

Policy

Purpose:  Allows the user to edit the Security Roles field in the Assignable Security Roles panel when viewing a user account.  This is a restricted right that should not be given to clients.

Roles:  This right is not included in any default security roles.

EditAssured

Policy

Purpose:  Allows the user to edit client information, including resetting passwords for individual clients.  The user can also create new user accounts for client companies (additional rights required).

Roles:  Assigned to the Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

EditAttachment

Policy

Purpose:  Allows the user to edit attachment details (not including the attachment itself).

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditAutomaticClaimPaymentRule

Claims

Purpose:  Allows the user to save changes to Automatic Claim Payment Rules, and to deactivate rules.

Roles:  Assigned to the Adjuster Supervisor role by default.

EditBankAccount

Billing

Purpose:  Allows the modification of Bank Accounts.

Roles:  This right is not included in any default security roles.

EditBatchReceipt

Billing

Purpose:  Allows the modification of Batch Receipts.

Roles:  This right is not included in any default security roles.

EditBillingAdjustment

Billing

Purpose:  Allows the modification of Billing Adjustments.

Roles:  This right is not included in any default security roles.

EditBillingDocument

Billing

Purpose:  Allows the modification of Billing Documents.

Roles:  This right is not included in any default security roles.

EditBillingGeneralSettings

Billing

Purpose:  Allows the user to save changes in the Billing General Settings pages.

Roles:  This right is not included in any default security roles.

EditBillToParty

Billing

Purpose:  Allows the modification of Bill to Parties.

Roles:  This right is not included in any default security roles.

EditClaimAttachment

Claims

Purpose:  Allows the user to edit the details for files attached to a claim, not including the attachment itself.

Roles:  This right is not included in any default security roles.

EditClaimAutoAssignmentRule

Claims

Purpose:  Allows the user to edit configurations for Automatic Adjuster Assignment.

Roles:  Assigned to the Adjuster Supervisor role by default.

EditClaimCompany

Claims

Purpose:  Allows the user to edit Professional Service Companies, either from the Professional Service Companies feature, or by editing through the Claim Parties widget within a claim.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimCustomEvent

Claims

Purpose:  Allows the user to save changes to a custom workflow event.

Roles:  This right is not included in any default security roles.

EditClaimCustomValidationRule

Claims

Purpose:  Allows the user to save changes to a custom validation rule.

Roles:  This right is not included in any default security roles.

EditClaimDocumentConfiguration

Claims

Purpose:  Allows the user to save changes to a claims document configuration, and to deactivate configurations.

Roles:  This right is not included in any default security roles.

EditClaimEmailConfiguration

Claims

Purpose:  Allows the user to save changes to a claims e-mail configuration, and to deactivate configurations.

Roles:  This right is not included in any default security roles.

EditClaimEmailTemplate

Claims

Purpose:  Allows the user to save changes to a claims e-mail template, and to deactivate templates.

Roles:  This right is not included in any default security roles.

EditClaimPartyLink

Claims

Purpose:  Allows the user to edit a Claim Party attached to the claim.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimPayment

Claims

Purpose:  Allows the user to edit a Claim Payment, except for payment status which requires EditClaimPaymentStatus.  Payments can only be edited in New or Approval Required status.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimPaymentIntegrationRule

Claims

Purpose:  Allows the user to save changes to a claims payment integration rule, and to deactivate rules.

Roles:  This right is not included in any default security roles.

EditClaimPaymentStatus

Claims

Purpose:  Allows the user to edit the Status of a Claim Payment.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimPolicyParticipant

Claims

Purpose:  Allows the user to edit the additional information for a policy participant attached to a claim.  This does not include editing the details imported from the policy.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimReserve

Claims

Purpose:  Allows the user to edit the claim reserves and estimates when adding or editing a payment.  The user must also have the ViewClaimReserve right to view the reserves panel.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClaimStatus

Claims

Purpose:  Allows the user to edit  the claim status.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

EditClause

Policy

Purpose:  Allows the user to edit clauses.

Roles:  Assigned to the Product Designer role by default.

EditCommissionAmount

Policy

Purpose:  Not in use.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditConditions

Policy

Purpose:  Allows the user to view and recalculate conditions within a transaction.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditDeductibles

Policy

Purpose:  Allows the user to view and recalculate deductibles within a transaction.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditDistributor

Policy

Purpose:  Allows the user to edit Distributor companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

EditDocumentsForms

Policy

Purpose:  Allows the user to edit document template settings, although not the template itself.

Roles:  Assigned to the Product Designer role by default.

EditEffectivePeriod

Policy

Purpose:  Allows the user to edit the Effective Date and Valid Until fields in a transaction, where permitted.  Additional rights may be required depending on the transaction type and status.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditEmailTemplate

Policy

Purpose:  Allows the user to edit e-mail templates and settings.

Roles:  This right is not included in any default security roles.

EditField

Policy

Purpose:  Allows the user to edit field settings.

Roles:  Assigned to the Product Designer role by default.

EditFieldIndexing

Claims

Purpose:  Allows the user to change the configuration of fields within the field indexing feature.

Roles:  This right is not included in any default security roles.

EditGeneralLedgerAccount

Billing

Purpose:  Allows the user to modify General Ledger Accounts.

Roles:  This right is not included in any default security roles.

EditInsurer

Policy

Purpose:  Allows the user to edit Insurer companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

EditIntegrationConfiguration

Policy

Purpose:  Allows the user to save changes to an integration configuration.

Roles:  This right is not included in any default security roles.

EditLicensee

Policy

Purpose:  Allows the user to edit Licensee companies.

Roles:  Assigned to the System Administrator role by default.

EditLimits

Policy

Purpose:  Allows the user to view and recalculate the limits in a transaction.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditLookupTable

Policy

Purpose:  Allows the user to edit versions of lookup tables.

Roles:  This right is not included in any default security roles.

EditMasterCover

Policy

Purpose:  Allows the user to edit master cover settings, including changing the status and editing some pages within the master cover.  Editing other pages requires additional rights.  Allows the user to save sequence number configurations.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverAssureds

Policy

Purpose:  Allows the user to view the products list in the client company record.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

EditMasterCoverDeductibles

Policy

Purpose:  Allows the user to edit the deductibles in the master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverDistributorAssociations

Policy

Purpose:  Allows the user to edit master covers association settings in a distributor company configuration.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverDistributors

Policy

Purpose:  Replaced by the EditMasterCoverDistributorAssociations right as of version 2.4.79.

Roles:  This right is not included in any default security roles.

EditMasterCoverDocumentsForms

Policy

Purpose:  Allows the user to edit the print settings for a document template attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverEmailConfigurations

Policy

Purpose:  Allows the user to edit the settings for an e-mail template attached to a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

EditMasterCoverExternalServices

Policy

Purpose:  Allows the user to edit the external services settings in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverInsurers

Policy

Purpose:  Allows the user to edit the settings for an Insurer company attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverInsuringConditions

Policy

Purpose:  Allows the user to edit the insuring conditions settings in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverLimits

Policy

Purpose:  Allows the user to edit the limits settings in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverPaymentPlans

Billing

Purpose:  Allows the user to modify the Payment Plan configurations for a master cover.

Roles:  This right is not included in any default security roles.

EditMasterCoverPaymentSettings

Policy

Purpose:  Allows the user to edit the payment settings in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverPolicySettings

Policy

Purpose:  Allows the user to edit the policy settings and automatic processing settings in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverProductDescription

Policy

Purpose:  Allows the user to edit the product description for a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

EditMasterCoverRates

Policy

Purpose:  Allows the user to edit the rates and rate rules in a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverTaxesFees

Policy

Purpose:  Allows the user to edit the settings for taxes and fees attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditMasterCoverValidationRules

Policy

Purpose:  Allows the user to edit the validation rules in a master cover.  Additional rights required.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

EditNote

Policy

Purpose:  Allows the user to edit notes attached to a transaction, including marking the note as completed.

Roles:  This right is not included in any default security roles.

EditPanel

Policy

Purpose:  Allows the user to edit panel settings, including the field selections, field behavior overrides, and panel behavior overrides.

Roles:  Assigned to the Product Designer role by default.

EditPaymentPlan

Billing

Purpose:  Allows the user to modify Payment Plans.

Roles:  This right is not included in any default security roles.

EditPaymentProviderConfiguration

Billing

Purpose:  Allows the user to save changes to a payment provider configuration.

Roles:  This right is not included in any default security roles.

EditPaymentSchedule

Billing

Purpose:  Allows the user to modify the payment schedule from within a policy transaction.

Roles:  This right is not included in any default security roles.

EditPolicy

Policy

Purpose:  Allows the user to edit fields and grids in the submission form, except where prevented by workflow settings or overrides.

Allows the user to Copy grid rows, where enabled.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

EditPortal

Policy

Purpose:  Allows the user to edit portals and all related settings, including the password e-mail templates.  Additional rights required for some settings.

Roles:  Assigned to the System Administrator role by default.

EditPremium

Policy

Purpose:  Allows the user to recalculate the premiums for a transaction.  Additional rights may be required depending on status.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditPremiumType

Policy

Purpose:  Allows the user to edit premium types.

Roles:  Assigned to the Product Designer role by default.

EditProduct

Policy

Purpose:  Allows the user to edit products.

Roles:  Assigned to the Product Designer role by default.

EditReceipt

Billing

Purpose:  Allows the user to modify a receipt.

Roles:  This right is not included in any default security roles.

EditScreen

Policy

Purpose:  Allows the user to edit screens.

Roles:  Assigned to the Product Designer role by default.

EditScreenWorkflow

Policy

Purpose:  Allows the user to edit workflows, including the steps and screen behavior overrides, and allows the workflow to be published.

Roles:  Assigned to the Product Designer role by default.

EditSubmission

Policy

Purpose:  Allows the user to edit fields and grids in the submission form, except where prevented by workflow settings or overrides.

Allows the user to calculate quotes for a transaction, and request bind (where permitted).

Allows the user to Copy grid rows, where enabled.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

Prerequisites:

•    For access to the Request Bind button/action, the user must not have the ReviewManualBind right.

•    For access to the Calculate Quote action, the user must also have the CalculateQuoteAction right.

EditTaxAmount

Policy

Purpose:  Not in use.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

EditTrigger

Policy

Purpose:  Allows the user to edit triggers.

Roles:  Assigned to the Product Designer role by default.

EditUser

Policy

Purpose:  Allows the user to edit user accounts, including resetting passwords.

Roles:  Assigned to the Distributor Supervisor, Distributor/Insurer Manager, Underwriter, and Underwriter Supervisor roles by default.

EditWorkflowContainer

Policy

Purpose:  Allows the user to edit workflow container configurations.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

EditWorkflowContainerVersion

Policy

Purpose:  Allows the user to edit versions of workflow containers.  This feature is not yet available.

Roles:  This right is not included in any default security roles.

FileImport

Policy

Purpose:  Allows the user to perform file imports and view the status and results of the imports.

Roles:  This right is not included in any default security roles.

GenerateInvoiceDocuments

Billing

Purpose:  Allows the user to generate new versions of invoice documents for an invoice.

Roles:  This right is not included in any default security roles.

GenerateWordDocument

Policy

Purpose:  Allows the user to generate Word versions of any documents in the submission page.

Roles:  This right is not included in any default security roles.

HideShowQuote

Policy

Purpose:  Allows the user to hide individual quotes in the Quote Summary window, and use the Show All button to show the quotes.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ImportExportClaim

Claims

Purpose:  Allows access to the Claims Bordereau Import feature.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ImportGridData

Policy

Purpose:  Allows the user to import and export data as Excel files for dynamic grids within the workflow.  Note that the import/export feature must be enabled for individual grids to make this feature available.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

LockUnlockPolicy

Policy

Purpose:  Allows the user to lock a policy term, preventing all changes, and to unlock a policy term, allowing changes.

Roles:  This right is not included in any default security roles.

ManageAssuredOwner

Policy

Purpose:  Allows the user to change the Distributor company listed as the owner of a particular Client.  A bug exists where this right is also required to save a client record.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

ManageCustomLabels

Policy

Purpose:  Allows the user to export and import label definition lists, allowing customization of system labels.

Roles:  Assigned to the System Administrator role by default.

MarkQuoteAsLost

Policy

Purpose:  Not in use.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

MasterCoverSetTest

Policy

Purpose:  Allows the user to set a master cover to Test status.

Roles:  Assigned to the Underwriter Supervisor role by default.

ModifyScheduledPayments

Billing

Purpose:  Allows the user to change the payment schedule for a policy term from within the Bill to Party section.

Roles:  This right is not included in any default security roles.

OffsetOutstandingInvoices

Billing

Purpose:  Allows the user to offset debit and credit invoices.

Roles:  This right is not included in any default security roles.

PostBatchReceipt

Billing

Purpose:  Allows the user to Post batch receipts.

Roles:  This right is not included in any default security roles.

PostBillingAdjustment

Billing

Purpose:  Allows the user to Post adjustment receipts.

Roles:  This right is not included in any default security roles.

PostEarnedPremiumReport

Billing

Purpose:  Allows the user to Post the Earned Premium Report.

Roles:  This right is not included in any default security roles.

PreviewDocument

Policy

Purpose:  Allows the user to generate a preview version of any documents in the submission page.

Roles:  This right is not included in any default security roles.

PrintClaimDocument

Claims

Purpose:  Allows the user to generate documents through the Documents window in a claim.

Roles:  This right is not included in any default security roles.

ReallocateReceipt

Billing

Purpose:  Allows the user to reallocate receipts.

Roles:  This right is not included in any default security roles.

ReinstatePolicy

Policy

Purpose:  Allows the user to initiate and bind a Reinstatement transaction.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ReplacePolicyTransaction

Policy

Purpose:  Allows the user to create replacement transactions from voided transactions.

Prerequisites:  The user must also have the right to create new transactions of the same type as the voided transaction, CreateEndorsement or CreateAdjustment.

Roles:  This right is not included in any default security roles.

ReverseClaimPayment

Claims

Purpose:  Allows the user to reverse claim payments.

Roles:  This right is not included in any default security roles.

ReverseReceipt

Billing

Purpose:  Allows the user to reverse receipts.

Roles:  This right is not included in any default security roles.

ReviewManualBind

Policy

Purpose:  Allows the users to manage transactions in Manual Bind Required and Bind Requested statuses.  Additional rights required for each management task.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ReviewSpecialQuote

Policy

Purpose:  Allows the users to manage transactions in Special Quote Requested and Special Quote Issued statuses.  Additional rights required for each management task.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

SelectAssured

Policy

Purpose:  Allows the user to select a client for a submission, or change the existing client.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

SelectPaymentPlan

Billing

Purpose:  Allows the user to select a Payment Plan in the Payment Plan Summary window of a policy transaction.

Roles:  This right is not included in any default security roles.

SetClaimPolicy

Claims

Purpose:  Allows the user to assign a policy to a claim using the Select Policy action.

Roles:  This right is not included in any default security roles.

UnconfirmMasterCover

Policy

Purpose:  Allows the user to set a Live master cover back to Draft status.

Roles:  Assigned to the Underwriter Supervisor role by default.

UseOnAccountBalance

Billing

Purpose:  Allows the user to see the On Account Balance available for a bill to party, and use those funds when making a payment.

Roles:  This right is not included in any default security roles.

ViewAccountHistoryReport

Billing

Purpose:  Allows the user to view and query the Account History Report.

Roles:  This right is not included in any default security roles.

ViewActionsWidget

Policy

Purpose:  Allows the user to view the Actions widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewAdjustmentType

Billing

Purpose:  Allows the user to view existing Adjustment Types.

Roles:  This right is not included in any default security roles.

ViewAgedReceivablesReport

Billing

Purpose:  Allows the user to view and query the Aged Receivables Report.

Roles:  This right is not included in any default security roles.

ViewAssignableSecurityRoles

Policy

Purpose:  Allows the user to view the Assignable Security Roles panel when viewing a user account.

Roles:  This right is not included in any default security roles.

ViewAssured

Policy

Purpose:  Allows the user to view clients through the Clients menu and the Client Information widget.  Not available to Client users.

Roles:  Assigned to the Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

Prerequisites:  The ViewTopMenu right is also required to view the Clients menu, and the ViewClientWidget right is also required to view the Client Information widget.

ViewAttachment

Policy

Purpose:  Allows the user to view files attached to a transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewAuditTrail

Policy

Purpose:  Allows the user to access the Policy Audit Trail.

Roles:  This right is not included in any default security roles.

ViewAutomaticClaimPaymentRule

Claims

Purpose:  Allows the user to view existing Automatic Claim Payment Rules.

Roles:  Assigned to the Adjuster Supervisor role by default.

ViewBankAccount

Billing

Purpose:  Allows the user to view existing Bank Accounts.

Roles:  This right is not included in any default security roles.

ViewBatchReceipt

Billing

Purpose:  Allows the user to view existing Batch Receipts.

Roles:  This right is not included in any default security roles.

ViewBillingAdjustment

Billing

Purpose:  Allows the user to view existing Billing Adjustments.

Roles:  This right is not included in any default security roles.

ViewBillingAuditTrail

Billing

Purpose:  Allows the user to view the Audit Trail for Billing information.

Roles:  This right is not included in any default security roles.

ViewBillingDocument

Billing

Purpose:  Allows the user to view existing Billing Documents.

Roles:  This right is not included in any default security roles.

ViewBillingGeneralSettings

Billing

Purpose:  Allows the user to view Billing General Settings.

Roles:  This right is not included in any default security roles.

ViewBillingReportRepository

Billing

Purpose:  Allows the user to view the Report Repository.

Roles:  This right is not included in any default security roles.

ViewBillToParty

Billing

Purpose:  Allows the user to view existing Bill to Parties.

Roles:  This right is not included in any default security roles.

ViewBorderaux

Policy

Purpose:  Allows the user to generate reports on bound policies.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewChargesReport

Billing

Purpose:  Allows the user to view the Charges report.

Roles:  This right is not included in any default security roles.

ViewClaimAttachment

Claims

Purpose:  Allows access to the Attachments window in a claim.

Roles:  This right is not included in any default security roles.

ViewClaimAuditTrail

Claims

Purpose:  Allows access to the Audit Trail, displaying changes to a claim.

Roles:  This right is not included in any default security roles.

ViewClaimAutoAssignmentRule

Claims

Purpose:  Allows the user to view Adjuster Auto-Assignment rules.

Roles:  Assigned to the Adjuster Supervisor role by default.

ViewClaimCompany

Claims

Purpose:  Allows the user to view Professional Service Companies

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClaimCustomEvent

Claims

Purpose:  Allows the user to view the Custom Events feature and existing event configurations.

Roles:  This right is not included in any default security roles.

ViewClaimCustomValidationRule

Claims

Purpose:  Allows the user to view the Custom Validation Rules feature and existing rule configurations.

Roles:  This right is not included in any default security roles.

ViewClaimDocument

Claims

Purpose:  Allows user to see the Documents window in a claim.

Roles:  This right is not included in any default security roles.

ViewClaimDocumentConfiguration

Claims

Purpose:  Allows the user to view the Documents feature and existing claim document configurations.

Roles:  This right is not included in any default security roles.

ViewClaimEmail

Claims

Purpose:  Allows user to see the E-mails window in a claim.

Roles:  This right is not included in any default security roles.

ViewClaimEmailConfiguration

Claims

Purpose:  Allows the user to view the E-mails feature and existing claim e-mail configurations.

Roles:  This right is not included in any default security roles.

ViewClaimEmailTemplate

Claims

Purpose:  Allows the user to view the E-mail Templates feature and existing claim e-mail template configurations.

Roles:  This right is not included in any default security roles.

ViewClaimFinancialSummary

Claims

Purpose:  Allows the user to view the Claim Financial Summary window.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClaimParty

Claims

Purpose:  Allows the user to view the Claim Parties widget.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClaimPayment

Claims

Purpose:  Allows the user to view the Payments screen in the claims workflow.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClaimPaymentIntegrationRule

Claims

Purpose:  Allows the user to view the Payment Rules feature and existing rule configurations.

Roles:  This right is not included in any default security roles.

ViewClaimPolicyParticipant

Claims

Purpose:  Allows the user to view the information for a policy participant attached to a claim.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClaimReserve

Claims

Purpose:  Allows the user to view the claim reserves and estimates panel.

Roles:  Assigned to the Adjuster and Adjuster Supervisor roles by default.

ViewClause

Policy

Purpose:  Allows the user to view clauses.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewClientWidget

Policy

Purpose:  Allows the user to view the Client Information widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewCognosReports

Policy

Purpose:  Allows the user to access the Cognos reports system.

Roles:  Assigned to the Distributor/Insurer Manager, Product Designer, and Underwriter Supervisor roles by default.

ViewCommission

Policy

Purpose:  Allows the user to view commission details in a transaction.

Roles:  Assigned to the Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewCommonScreensWidget

Policy

Purpose:  Allows the user to view the Common Screens widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewComplianceScanHistory

Policy

Purpose:  Allows the user to view the Compliance Scan History option in the Common Screens widget, opening the Compliance Scan History report.

Roles:  Assigned to the Compliance Manager role by default.

ViewConditions

Policy

Purpose:  Allows the user to view the conditions for a quoted transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewCrossPolicyDataConfigurations

Policy

Purpose:  Allows the user to view the Cross-Policy Data Configurations feature and existing configurations.

Roles:  This right is not included in any default security roles.

ViewDeclarations

Policy

Purpose:  Allows the user to view the Declarations list from the Common Screens widget.

Roles:  Assigned to the Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewDeductibles

Policy

Purpose:  Allows the user to view the deductibles for a quoted transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewDistributor

Policy

Purpose:  Allows the user to view Distributor companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

ViewDistributorPayablePayment

Billing

Purpose:  Allows the user to view existing Distributor Payable Payments.

Roles:  This right is not included in any default security roles.

ViewDistributorPayablesReport

Billing

Purpose:  Allows the user to view and query the Distributor Payables Report.

Roles:  This right is not included in any default security roles.

ViewDocumentsForms

Policy

Purpose:  Allows the user to view document templates and settings.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewDocumentTemplate

Billing

Purpose:  Allows the user to view the Document Templates feature in Billing and existing template configurations.

Roles:  This right is not included in any default security roles.

ViewEarnedPremiumReport

Billing

Purpose:  Allows the user to view and query the Earned Premium Report.

Roles:  This right is not included in any default security roles.

ViewEmailTemplate

Policy

Purpose:  Allows the user to view e-mail templates and settings.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewEventHistory

Policy

Purpose:  Allows the user to view the Event Tracking option in the Common Screens widget.

Roles:  This right is not included in any default security roles.

ViewField

Policy

Purpose:  Allows the user to view field settings.

Roles:  Assigned to the Product Designer role by default.

ViewFieldIndexing

Claims

Purpose:  Allows the user to view the field indexing feature and the associated field configurations.

Roles:  This right is not included in any default security roles.

ViewGeneralLedgerAccount

Billing

Purpose:  Allows the user to view existing General Ledger Accounts.

Roles:  This right is not included in any default security roles.

ViewGeneralLedgerEntriesReport

Billing

Purpose:  Allows the user to view the General Ledger Entries report.

Roles:  This right is not included in any default security roles.

ViewGridHierarchyWidget

Policy

Purpose:  Allows the user to view the Grid Hierarchy widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewImpactAssessment

Policy

Purpose:  Allows the user to access the Impact Assessment option in the Product Design menu.

Roles:  This right is not included in any default security roles.

ViewInsurer

Policy

Purpose:  Allows the user to view Insurer companies.

Roles:  Assigned to the Distributor/Insurer Manager role by default.

ViewInsurerPayablePayment

Billing

Purpose:  Allows the user to view existing Insurer Payable Payments.

Roles:  This right is not included in any default security roles.

ViewInsurersPayableReport

Billing

Purpose:  Allows the user to view and query the Insurers Payable Report.

Roles:  This right is not included in any default security roles.

ViewIntegrationConfiguration

Policy

Purpose:  Allows the user to view the Integration Configurations feature and existing configurations.

Roles:  This right is not included in any default security roles.

ViewInvoice

Billing

Purpose:  Allows the user to view existing invoices in the Invoices Report.

Roles:  This right is not included in any default security roles.

ViewLicensee

Policy

Purpose:  Allows the user to view Licensee companies.

Roles:  Assigned to the System Administrator role by default.

ViewLimits

Policy

Purpose:  Allows the user to view the limits for a quoted transaction.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewLookupTable

Policy

Purpose:  Allows the user to view lookup tables.

Roles:  This right is not included in any default security roles.

ViewMasterCover

Policy

Purpose:  Allows the user to view master covers, including the Screens widget, and the Master Cover Report.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewMasterCoverDeductibles

Policy

Purpose:  Allows the user to view the deductibles configured for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverDistributorAssociations

Policy

Purpose:  Allows the user to view the Master Cover Associations panel in the Distributor Information page, as well as the association settings.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverDistributors

Policy

Purpose:  Replaced by the ViewMasterCoverDistributorAssociations right as of version 2.4.79.

Roles:  This right is not included in any default security roles.

ViewMasterCoverDocumentsForms

Policy

Purpose:  Allows the user to view the print settings for document templates attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverEmailConfigurations

Policy

Purpose:  Allows the user to view the settings for e-mail templates attached to a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewMasterCoverExternalServices

Policy

Purpose:  Allows the user to view the external services settings for a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewMasterCoverInsurers

Policy

Purpose:  Allows the user to view the settings for Insurers attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverInsuringConditions

Policy

Purpose:  Allows the user to view the insuring conditions configured for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverLimits

Policy

Purpose:  Allows the user to view the limits configured for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverPaymentPlans

Billing

Purpose:  Allows the user to view the Payment Plan configurations for a master cover.

Roles:  This right is not included in any default security roles.

ViewMasterCoverPaymentSettings

Policy

Purpose:  Allows the user to view the payment settings for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverPolicySettings

Policy

Purpose:  Allows the user to view the policy settings and automatic processing settings for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverProductDescription

Policy

Purpose:  Allows the user to view the product description for a master cover.

Roles:  Assigned to the Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewMasterCoverRates

Policy

Purpose:  Allows the user to view the rates and rate rules configured for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverTaxesFees

Policy

Purpose:  Allows the user to view the settings for taxes and fees attached to a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewMasterCoverValidationRules

Policy

Purpose:  Allows the user to view the validation rules configured for a master cover.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewNote

Policy

Purpose:  Allows the user to view notes attached to transactions, as well as configure the notes panel in the home page.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewOnlinePaymentReport

Billing

Purpose:  Allows the user to view the Online Payments Report.

Roles:  This right is not included in any default security roles.

ViewOptionList

Policy

Purpose:  Allows the user to view option lists.

Roles:  This right is not included in any default security roles.

ViewPanel

Policy

Purpose:  Allows the user to view panels.

Roles:  Assigned to the Product Designer role by default.

ViewPaymentPlan

Billing

Purpose:  Allows the user to view existing Payment Plans.

Roles:  This right is not included in any default security roles.

ViewPaymentProviderConfiguration

Billing

Purpose:  Allows the user to view the Payment Provider Configuration feature and existing configurations.

Roles:  This right is not included in any default security roles.

ViewPolicy

Policy

Purpose:  Allows the user to view the Policy Information widget in the submission page.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPolicyContentAreas

Policy

Purpose:  Allows the user to view the custom content areas to the left and right of the submission/policy screen.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPolicyInformationWidget

Policy

Purpose:  Allows the user to view the Product Name, Term ID, Status, and Distributor links in the Policy information widget.  The ViewPolicyWidget right controls the ability to view the entire widget.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPolicyTransactions

Policy

Purpose:  Allows the user to access the Policy Transactions window, with links to all transactions related to the current policy term, as well as opening a policy information window from the Policy Information widget in a claim.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPolicyWidget

Policy

Purpose:  Allows the user to view the Policy Information widget.  This controls access to the entire widget, while the ViewPolicyInformationWidget controls access to specific options within the widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPortal

Policy

Purpose:  Allows the user to view portal settings and all related pages, as well as the Password E-mail Templates page.

Roles:  Assigned to the System Administrator role by default.

ViewPremium

Policy

Purpose:  Allows the user to view the Premium widget in the submission form.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewPremiumType

Policy

Purpose:  Allows the user to view premium types in Product Design.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewPremiumWidget

Policy

Purpose:  Allows the user to view the Premium widget.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewProduct

Policy

Purpose:  Allows the user to view products in Product Design.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewQuoteCalculations

Policy

Purpose:  Allows the user to access the quote calculations report in the submission form.

Roles:  Assigned to the Underwriter and Underwriter Supervisor roles by default.

ViewReceipt

Billing

Purpose:  Allows the user to view existing receipts in a batch.

Roles:  This right is not included in any default security roles.

ViewReceiptCorrectionDetails

Billing

Purpose:  Allows the user to view the details of a receipt correction in the Receipt window.

Roles:  This right is not included in any default security roles.

ViewReceiptCorrections

Billing

Purpose:  Allows the user to view existing receipt corrections.

Roles:  This right is not included in any default security roles.

ViewReceiptsReport

Billing

Purpose:  Allows the user to view the Receipts report.

Roles:  This right is not included in any default security roles.

ViewRowPremiumWidget

Policy

Purpose:  Allows the user to view the Row Item Premium widget.  This widget is available within a tab workflow for a premium grid.

Roles:  Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

Prerequisites:  The user can see the widget with this right, but must have the necessary rights to view premium values in order to see the contents of the widget.

ViewScheduledPayments

Billing

Purpose:  Allows the user to view the payment schedule in the Bill to Parties section.

Roles:  This right is not included in any default security roles.

ViewScreen

Policy

Purpose:  Allows the user to view screens.

Roles:  Assigned to the Product Designer role by default.

ViewScreenWorkflow

Policy

Purpose:  Allows the user to view workflows.

Roles:  Assigned to the Product Designer role by default.

ViewSubmission

Policy

Purpose:  Allows the user to view submissions and policies, as well as configure the policy list on the Home page.

Roles:  Assigned to the Client, Client Risk Manager, Distributor, Distributor Supervisor, Underwriter, and Underwriter Supervisor roles by default.

ViewSubmissionScreensWidget

Policy

Purpose:  Allows the user to view the Submission Screens widget.

Roles:  Assigned to the Compliance Manager, Underwriter, and Underwriter Supervisor roles by default.

Note:  Replaced the ViewPolicyMenuWidget right as of version 2.4.

ViewTaxPayablePayment

Billing

Purpose:  Allows the user to view existing Tax Payable Payments.

Roles:  This right is not included in any default security roles.

ViewTaxPayablesReport

Billing

Purpose:  Allows the user to view and query the Tax Payables Report.

Roles:  This right is not included in any default security roles.

ViewTopMenu

Policy

Purpose:  Allows the user to view the main menu at the top of the page.

Without this right, the menu bar is blank, even if the user has the rights to view other features within the system.  Features can only be accessed through direct links, such as bookmarks or the policy links that can be included in emails.

Roles:  This right is included in all default security roles.

ViewTrigger

Policy

Purpose:  Allows the user to view triggers, accessed through the triggers list or through the Quote Report.

Roles:  Assigned to the Product Designer and Underwriter Supervisor roles by default.

ViewUser

Policy

Purpose:  Allows the user to view user accounts, accessed through the Reference, Companies & Users, then Users menus.  ViewTopMenu right also required to view menus.

Allows the user to view the Users panel when viewing companies, and to access the user accounts through that panel.  ViewLicensee, ViewInsurer, ViewDistributor, and ViewAssured rights also required to view their respective company types.

Has no effect for Client users.

Roles:  Assigned to the Distributor Supervisor, Distributor/Insurer Manager, Underwriter, and Underwriter Supervisor roles by default.

ViewUsersAndRolesReport

Policy

Purpose:  Allows the user to generate the Users & Roles Report from the User List.  This provides information on all user accounts and their associated security roles.