Security Rights

Individual Rights are the most granular elements controlling what any specific user can do throughout the system. Some rights have a very specific purpose, controlling just one feature, while others provide access to a range of features. In some cases, multiple rights are required to access a single feature.

The table below identifies each right as it appears in the rights list, what the right allows in the system, and what roles include the right by default.

Rights

  • AccessAdministration

    • Module:

    • Purpose: Not in use.

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

  • AccessBDIImport

    • Module:

    • Purpose: Allows the user to view the BDI Import menu and access the Data Upload page.

    • Roles: Assigned to the System Administrator role by default.

      The BDI Import feature is not currently available.

  • AccessReports

    • Module:

    • Purpose: Not in use.

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

  • AllIASDashboard

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on dashboards.

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

  • AllIASDataSourceView

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on data source views.

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

  • AllIASDataView

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on data views.

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

  • AllIASExternal

    • Module: SmartView

    • Purpose: Not in use.

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

  • AllIASLayout

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on layouts.

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

  • AllIASMdQuery

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on metadata queries.

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

  • AllIASNote

    • Module: SmartView

    • Purpose: Allows the user to manage all actions for notes.

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

  • AllIASSchedule

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on schedules.

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

  • AllIASSnapshot

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on snapshots.

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

  • AllIASStatic

    • Module: SmartView

    • Purpose: Allows the user to manage all actions on templates and static content.

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

  • AllowBillingBackdate

    • Module: Billing

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

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

  • AssignClaimAdjuster

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • AttachClaimParty

    • Module: Claims

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

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

  • BindAdjustment

    • Module: Policy

    • Purpose: Allows the user to bind Adjustment transactions.

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

  • BindDeclaration

    • Module: Policy

    • Purpose: Allows the user to bind Declaration transactions.

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

  • BindEndorsement

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to bind New Business and ERP Endorsement transactions.

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

  • BindRenewal

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • ChangeOwnership

    • Module: Policy

    • Purpose: Allows user to change the Parent Company of a licensee company, as well as set a new company as the licensee HQ company.

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

  • ChangePolicyDistributor

    • Module: Policy

    • Purpose:Allows the user to change the distributor for a policy term, either through the workflow or when importing a Bound Renewal transaction through the Import feature.

      Note: It is recommended to give this security right to users that can see other distributors, such as Licensee users.

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

  • ConfigureSingleSignOnUser

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: Policy

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

    • Roles: Assigned to the Underwriter Supervisor role by default.

  • ConfirmMaxReferralLimit1

    • Module: Policy

    • Purpose: Allows the user to manage referrals, including quoting, declining, binding, and managing client and premium details. Additional rights required.

      Allows the user to bypass Underwriting Required status for standard referrals.

      Allows the user to edit the Policy Term Dates field in the Policy Information window when viewing a transaction in Referred status.

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

  • ConfirmMaxReferralLimit2

    • Module: Policy

    • Purpose: Not in use.

    • Roles: Assigned to the Underwriter Supervisor role by default.

  • ConfirmMaxReferralLimit3

    • Module:

    • Purpose: Not in use.

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

  • CopyClaim

    • Module: Claims

    • Purpose: Allows the user to copy information from an existing claim into a claim transaction.

    • Roles: Assigned to the Adjuster Supervisors role by default.

  • CopyPolicyTransactionData

    • Module: Policy

    • Purpose: Allows the user to copy information from an existing transaction into the current transaction.

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

  • CreateAdjustment

    • Module: Policy

    • Purpose: Allows the user to initiate Adjustment transactions.

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

  • CreateAdjustmentType

    • Module: Billing

    • Purpose: Allows the creation of Adjustment Types.

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

  • CreateAdditionalCompany

    • Module: Policy

    • Purpose: Allows the user to create additional companies for selection within a transaction.

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

  • CreateAssured

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • CreateAttachmentType

    • Module:

    • Purpose: Not in use.

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

  • CreateAutomaticClaimPaymentRule

    • Module: Claims

    • Purpose: Allows the creation of Automatic Claim Payment Rules.

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • CreateBankAccount

    • Module: Billing

    • Purpose: Allows the creation of Bank Accounts.

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

  • CreateBatchProcess

    • Module:

    • Purpose: Not in use.

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

  • CreateBatchReceipt

    • Module: Billing

    • Purpose: Allows the creation of Batch Receipts.

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

  • CreateBillingAdjustment

    • Module: Billing

    • Purpose: Allows the creation of Billing Adjustments.

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

  • CreateBillingDocument

    • Module: Billing

    • Purpose: Allows the creation of Billing Documents.

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

  • CreateBillingEntity

    • Module: Billing

    • Purpose: Not in use.

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

  • CreateBillToParty

    • Module:

    • Purpose: Not in use.

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

  • CreateCancellationReason

    • Module:

    • Purpose: Not in use.

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

  • CreateClaim

    • Module: Claims

    • Purpose: Not in use.

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

  • CreateClaimAttachment

    • Module: Claims

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

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

  • CreateClaimAutoAssignmentRule

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • CreateClaimCompany

    • Module: Claims

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

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

  • CreateClaimCustomEvent

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • CreateClaimIndividual

    • Module: Claims

    • Purpose: Not in use.

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

  • CreateClaimPayment

    • Module: 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

    • Module: 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

    • Module: Claims

    • Purpose: Allows the user to create the initial 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

    • Module: Policy

    • Purpose: Allows the user to create new clauses.

    • Roles: Assigned to the Product Designer role by default.

  • CreateCognosReports

    • Module:

    • Purpose: Not in use.

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

  • CreateColorScheme

    • Module:

    • Purpose: Not in use.

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

  • CreateCommission

    • Module:

    • Purpose: Not in use.

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

  • CreateCommissionAmount

    • Module:

    • Purpose: Not in use.

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

  • CreateCompany

    • Module:

    • Purpose: Not in use.

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

  • CreateConditions

    • Module:

    • Purpose: Not in use.

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

  • CreateCountry

    • Module:

    • Purpose: Not in use.

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

  • CreateCrossPolicyDataConfigurations

    • Module: 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.

  • CreateCurrency

    • Module:

    • Purpose: Not in use.

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

  • CreateCustomFile

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardDashboard

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardDataSourceView

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardDataView

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardLayout

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardNote

    • Module:

    • Purpose: Not in use.

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

  • CreateDashboardSnapshot

    • Module:

    • Purpose: Not in use.

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

  • CreateDataAccessLink

    • Module: Policy

    • Purpose: Allows the user to add a new data access link.

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

  • CreateDataSourceDefinition

    • Module:

    • Purpose: Not in use.

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

  • CreateDataTableDefinition

    • Module:

    • Purpose: Not in use.

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

  • CreateDeclaration

    • Module: 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.

  • CreateDeductibles

    • Module:

    • Purpose: Not in use.

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

  • CreateDeductibleType

    • Module:

    • Purpose: Not in use.

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

  • CreateDistributor

    • Module: Policy

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

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

  • CreateDistributorPayablePayment

    • Module: Billing

    • Purpose: Allows the creation of a Distributor Payable Payment.

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

  • CreateDocumentsForms

    • Module: 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.

  • CreateDocumentTemplate

    • Module:

    • Purpose: Not in use.

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

  • CreateDocumentType

    • Module:

    • Purpose: Not in use.

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

  • CreateDomainRateTable

    • Module:

    • Purpose: Not in use.

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

  • CreateEffectivePeriod

    • Module:

    • Purpose: Not in use.

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

  • CreateEmail

    • Module:

    • Purpose: Not in use.

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

  • CreateEmailDataFile

    • Module:

    • Purpose: Not in use.

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

  • CreateEmailTemplate

    • Module: 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

    • Module: 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.

  • CreateEndorsementContraction
    • Module: Policy
    • Purpose: Allows the user to initiate Policy Term Contraction transactions.
    • Roles: This right is not included in any default security roles.

  • CreateExternalLink

    • Module:

    • Purpose: Not in use.

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

  • CreateExternalService

    • Module:

    • Purpose: Not in use.

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

  • CreateFeeAmount

    • Module:

    • Purpose: Not in use.

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

  • CreateField

    • Module: Policy

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

    • Roles: Assigned to the Product Designer role by default.

  • CreateFieldsEvaluationRule

    • Module:

    • Purpose: Not in use.

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

  • CreateFieldIndexing

    • Module: Claims

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

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

  • CreateFileRepository

    • Module:

    • Purpose: Not in use.

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

  • CreateFileUpload

    • Module:

    • Purpose: Not in use.

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

  • CreateFormula

    • Module:

    • Purpose: Not in use.

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

  • CreateFrequency

    • Module:

    • Purpose: Not in use.

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

  • CreateGeneralLedgerAccount

    • Module: Billing

    • Purpose: Allows the creation of General Ledger Accounts.

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

  • CreateIASDashboard

    • Module: SmartView

    • Purpose: Allows the user to create dashboards.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASDataSourceView

    • Module: SmartView

    • Purpose: Allow the user to create data source views.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASDataView

    • Module: SmartView

    • Purpose: Allows the user to create data views.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASExternal

    • Module: SmartView

    • Purpose: Not in use.

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

  • CreateIASLayout

    • Module: SmartView

    • Purpose: Allows the user to create layouts.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASMdQuery

    • Module: SmartView

    • Purpose: Allows the user to create metadata queries.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASNote

    • Module: SmartView

    • Purpose: Allows the user to create notes.

    • Roles:Assigned to the Dashboard Designer and the Dashboard Viewer roles by default.

  • CreateIASSchedule

    • Module: SmartView

    • Purpose: Allows the user to create schedules.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateIASSnapshot

    • Module: SmartView

    • Purpose: Allows the user to create snapshots.

    • Roles: Assigned to the Dashboard Designer and the Dashboard Viewer roles by default.

  • CreateIASStatic

    • Module: SmartView

    • Purpose: Allows the user to create templates and static content.

    • Roles: Assigned to the Dashboard Designerrole by default.

  • CreateImpactAssessment

    • Module: Policy

    • Purpose: Allows the user to create Impact Assessment Requests.

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

  • CreateInsurer

    • Module: Policy

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

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

  • CreateInsurerPayablePayment

    • Module: Billing

    • Purpose: Allows the creation of an Insurer Payable Payment.

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

  • CreateIntegrationConfiguration

    • Module: 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

    • Module: Billing

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

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

  • CreateLicensee

    • Module: Policy

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

    • Roles: Assigned to the System Administrator role by default.

  • CreateLimits

    • Module:

    • Purpose: Not in use.

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

  • CreateLimitType

    • Module:

    • Purpose: Not in use.

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

  • CreateLookupTable

    • Module: Policy

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

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

  • CreateLostQuoteReason

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCover

    • Module: 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.

  • CreateMasterCoverAssureds

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverDeductibles

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverDistributorAssociations

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • CreateMasterCoverExternalServices

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverInsurers

    • Module: Policy

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

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

  • CreateMasterCoverInsuringConditions

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverIntegrationConfiguration

    • Module:

    • Purpose:Not in use.

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

  • CreateMasterCoverLimits

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverPaymentSettings

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverPolicySettings

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverProfile

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverRates

    • Module: 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

    • Module:

    • Purpose: Not in use.

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

  • CreateMasterCoverValidationRules

    • Module: 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.

  • CreateMasterDocument

    • Module:

    • Purpose: Not in use.

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

  • CreateMCEmailTemplate

    • Module:

    • Purpose: Not in use.

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

  • CreateNote

    • Module: 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.

  • CreateNoteType

    • Module:

    • Purpose: Not in use.

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

  • CreateOnlinePaymentInterfaces

    • Module:

    • Purpose: Not in use.

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

  • CreateOnlinePaymentProfiles

    • Module:

    • Purpose: Not in use.

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

  • CreateOptionList

    • Module:

    • Purpose: Not in use.

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

  • CreateOptionListItem

    • Module:

    • Purpose: Not in use.

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

  • CreateOrganization

    • Module:

    • Purpose: Not in use.

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

  • CreatePanel

    • Module: 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.

  • CreateParty

    • Module:

    • Purpose: Not in use.

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

  • CreatePayment

    • Module: 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

    • Module: Billing

    • Purpose: Allows the creation of Payment Plans.

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

  • CreatePaymentProviderConfiguration

    • Module: 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

    • Module: 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.

      Allows the user to create ERP Endorsement transactions from the Actions widget for Claims-made policies.

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

  • CreatePolicyDocument

    • Module:

    • Purpose: Not in use.

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

  • CreatePolicyTerm

    • Module:

    • Purpose: Not in use.

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

  • CreatePolicyTransaction

    • Module:

    • Purpose: Not in use.

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

  • CreatePolicyTransactionStatusChange

    • Module:

    • Purpose: Not in use.

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

  • CreatePortal

    • Module: 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.

  • CreatePortals

    • Module:

    • Purpose: Not in use.

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

  • CreatePortalTemplates

    • Module:

    • Purpose: Not in use.

    • Roles: Assigned to the System Administrator role by default.

  • CreatePremium

    • Module:

    • Purpose: Not in use.

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

  • CreatePremiumType

    • Module: 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

    • Module: Policy

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

    • Roles: Assigned to the Product Designer role by default.

  • CreateProductGroup

    • Module:

    • Purpose: Not in use.

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

  • CreateQuote

    • Module:

    • Purpose: Not in use.

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

  • CreateQuoteVersion

    • Module: Policy

    • Purpose: Allows the user to create a quote version in a transaction.

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

  • CreateReceipt

    • Module: Billing

    • Purpose: Allows the creation of Receipts within receipt batches.

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

  • CreateReinstatementReason

    • Module:

    • Purpose: Not in use.

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

  • CreateRenewal

    • Module: 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.

  • CreateResourceList

    • Module:

    • Purpose: Not in use.

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

  • CreateRiskDefinition

    • Module:

    • Purpose: Not in use.

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

  • CreateRole

    • Module:

    • Purpose: Not in use.

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

  • CreateScreen

    • Module: Policy

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

    • Roles: Assigned to the Product Designer role by default.

  • CreateScreenWorkflow

    • Module: 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.

  • CreateState

    • Module:

    • Purpose: Not in use.

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

  • CreateStorageComplexType

    • Module:

    • Purpose: Not in use.

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

  • CreateSubmission

    • Module: 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.

  • CreateSubmissionDocTemplate

    • Module:

    • Purpose: Not in use.

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

  • CreateTax

    • Module: 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.

  • CreateTaxAmount

    • Module:

    • Purpose: Not in use.

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

  • CreateTaxPayablePayment

    • Module: Billing

    • Purpose: Allows the creation of a Tax Payable Payment.

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

  • CreateTrigger

    • Module: 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

    • Module: 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.

  • CreateVoidReason

    • Module:

    • Purpose: Not in use.

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

  • CreateWebPage

    • Module:

    • Purpose: Not in use.

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

  • CreateWebService

    • Module:

    • Purpose: Not in use.

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

  • CreateWorkflowContainer

    • Module: Policy

    • Purpose: Allows the user to create workflow container configurations.

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

  • CreateWorkflowContainerVersion

    • Module: Policy

    • Purpose: Allows the user to create versions of workflow containers.

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

  • DeattachClaimParty

    • Module: Claims

    • Purpose: Not in use.

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

  • DeleteAdditionalCompany

    • Module: Policy

    • Purpose: Allows the user to remove an additional company from a transaction.

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

  • DeleteAdjustmentType

    • Module:

    • Purpose: Not in use.

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

  • DeleteAssured

    • Module: Policy

    • Purpose: Allows the user to deactivate client records.

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

  • DeleteAssuredCompany

    • Module:

    • Purpose: Not in use.

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

  • DeleteAssuredIndividual

    • Module:

    • Purpose: Not in use.

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

  • DeleteAttachment

    • Module: 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.

  • DeleteAttachmentType

    • Module:

    • Purpose: Not in use.

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

  • DeleteAutomaticClaimPaymentRule

    • Module: Claims

    • Purpose: Allows the deletion of automatic claim payment rules.

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

  • DeleteBankAccount

    • Module:

    • Purpose: Not in use.

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

  • DeleteBatchProcess

    • Module:

    • Purpose: Not in use.

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

  • DeleteBatchReceipt

    • Module: Billing

    • Purpose: Allows the deletion of a Batch Receipt.

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

  • DeleteBillingAdjustment

    • Module:

    • Purpose: Not in use.

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

  • DeleteBillingDocument

    • Module:

    • Purpose: Not in use.

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

  • DeleteBillingEntity

    • Module: Billing

    • Purpose: Not in use.

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

  • DeleteBillToParty

    • Module:

    • Purpose: Not in use.

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

  • DeleteBoundPolicyTransaction

    • Module: 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.

  • DeleteCancellationReason

    • Module:

    • Purpose: Not in use.

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

  • DeleteClaim

    • Module: Claims

    • Purpose: Allows the user to delete claims.

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

  • DeleteClaimAttachment

    • Module: Claims

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

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

  • DeleteClaimAutoAssignmentRule

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • DeleteClaimCompany

    • Module: Claims

    • Purpose: Not in Use.

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

  • DeleteClaimCustomEvent

    • Module: 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

    • Module: 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.

  • DeleteClaimDocumentConfiguration

    • Module:

    • Purpose: Not in use.

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

  • DeleteClaimEmailConfiguration

    • Module: 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

    • Module: 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.

  • DeleteClaimIndividual

    • Module: Claims

    • Purpose: Not in use.

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

  • DeleteClaimPayment

    • Module: 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

    • Module: 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.

  • DeleteClaimReserve

    • Module: Claims

    • Purpose: Not in use.

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

  • DeleteClause

    • Module: Policy

    • Purpose: Allows the user to deactivate clauses.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteCognosReports

    • Module:

    • Purpose: Not in use.

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

  • DeleteColorScheme

    • Module:

    • Purpose: Not in use.

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

  • DeleteCommission

    • Module:

    • Purpose: Not in use.

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

  • DeleteCommissionAmount

    • Module:

    • Purpose: Not in use.

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

  • DeleteCompany

    • Module:

    • Purpose: Not in use.

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

  • DeleteConditions

    • Module:

    • Purpose: Not in use.

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

  • DeleteCountry

    • Module:

    • Purpose: Not in use.

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

  • DeleteCrossPolicyDataConfigurations

    • Module:

    • Purpose: Not In use.

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

  • DeleteCurrency

    • Module:

    • Purpose: Not in use.

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

  • DeleteCustomFile

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardDashboard

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardDataSourceView

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardDataView

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardLayout

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardNote

    • Module:

    • Purpose: Not in use.

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

  • DeleteDashboardSnapshot

    • Module:

    • Purpose: Not in use.

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

  • DeleteDataAccessLink

    • Module: Policy

    • Purpose: Allows the user to delete a data access link.

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

  • DeleteDataSourceDefinition

    • Module:

    • Purpose: Not in use.

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

  • DeleteDataTableDefinition

    • Module:

    • Purpose: Not in use

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

  • DeleteDeductibles

    • Module:

    • Purpose: Not in use.

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

  • DeleteDeductibleType

    • Module:

    • Purpose: Not in use.

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

  • DeleteDistributor

    • Module: Policy

    • Purpose: Allows the user to deactivate Distributor companies.

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

  • DeleteDocumentsForms

    • Module: Policy

    • Purpose: Allows the user to deactivate document templates.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteDocumentTemplate

    • Module:

    • Purpose: Not in use.

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

  • DeleteDocumentType

    • Module:

    • Purpose: Not in use.

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

  • DeleteDomainRateTable

    • Module:

    • Purpose: Not in use.

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

  • DeleteEffectivePeriod

    • Module:

    • Purpose: Not in use.

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

  • DeleteEmail

    • Module:

    • Purpose: Not in use.

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

  • DeleteEmailDataFile

    • Module:

    • Purpose: Not in use.

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

  • DeleteEmailTemplate

    • Module: Policy

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

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

  • DeleteExternalLink

    • Module:

    • Purpose: Not in use.

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

  • DeleteExternalService

    • Module:

    • Purpose: Not in use.

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

  • DeleteFeeAmount

    • Module:

    • Purpose: Not in use.

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

  • DeleteField

    • Module: Policy

    • Purpose: Allows the user to deactivate fields.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteFieldsEvaluationRule

    • Module:

    • Purpose: Not in use.

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

  • DeleteFieldIndexing

    • Module: Claims

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

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

  • DeleteFileRepository

    • Module:

    • Purpose: Not in use.

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

  • DeleteFileUpload

    • Module:

    • Purpose: Not in use.

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

  • DeleteFrequency

    • Module:

    • Purpose: Not in use.

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

  • DeleteFormula

    • Module:

    • Purpose: Not in use.

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

  • DeleteIASDashboard

    • Module: SmartView

    • Purpose: Not in use.

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

  • DeleteIASDataSourceView

    • Module: SmartView

    • Purpose:Not in use.

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

  • DeleteIASDataView

    • Module: SmartView

    • Purpose: Not in use.

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

  • DeleteIASExternal

    • Module: SmartView

    • Purpose: Not in use.

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

  • DeleteIASLayout

    • Module: SmartView

    • Purpose: Not in use.

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

  • DeleteIASMdQuery

    • Module: SmartView

    • Purpose:Not in use.

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

  • DeleteIASNote

    • Module: SmartView

    • Purpose: Allows the user to delete notes.

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

  • DeleteIASSchedule

    • Module: SmartView

    • Purpose: Allows the user to delete schedules.

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

  • DeleteIASSnapshot

    • Module: SmartView

    • Purpose: Allows the user to delete snapshots.

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

  • DeleteIASStatic

    • Module: SmartView

    • Purpose: Not in use.

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

  • DeleteInsurer

    • Module: Policy

    • Purpose: Allows the user to deactivate Insurer companies.

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

  • DeleteInsurerPayablePayment

    • Module:

    • Purpose: Not in use.

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

  • DeleteIntegrationConfiguration

    • Module: 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.

  • DeleteInvoice

    • Module:

    • Purpose: Not in use.

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

  • DeleteLicensee

    • Module: Policy

    • Purpose: Allows the user to deactivate Licensee companies.

    • Roles: Assigned to the System Administrator role by default.

  • DeleteLimits

    • Module:

    • Purpose: Not in use.

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

  • DeleteLimitType

    • Module:

    • Purpose: Not in use.

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

  • DeleteLookupTable

    • Module: 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.

  • DeleteLostQuoteReason

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCover

    • Module: 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.

  • DeleteMasterCoverAssureds

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverDeductibles

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverDistributorAssociations

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • DeleteMasterCoverExternalServices

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverInsurers

    • Module: 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.

  • DeleteMasterCoverInsuringConditions

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverIntegrationConfiguration

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverLimits

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverPaymentSettings

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverPolicySettings

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverProfile

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverRates

    • Module: 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.

  • DeleteMasterCoverTaxesFees

    • Module:

    • Purpose: Not in use.

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

  • DeleteMasterCoverValidationRules

    • Module: Policy

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

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

  • DeleteMasterDocument

    • Module:

    • Purpose: Not in use.

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

  • DeleteMCEmailTemplate

    • Module:

    • Purpose: Not in use.

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

  • DeleteNote

    • Module: Policy

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

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

  • DeleteNoteType

    • Module:

    • Purpose: Not in use.

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

  • DeleteOnlinePaymentInterfaces

    • Module:

    • Purpose: Not in use.

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

  • DeleteOnlinePaymentProfiles

    • Module:

    • Purpose: Not in use.

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

  • DeleteOptionList

    • Module:

    • Purpose: Not in use.

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

  • DeleteOptionListItem

    • Module:

    • Purpose: Not in use.

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

  • DeleteOrganization

    • Module:

    • Purpose: Not in use.

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

  • DeletePanel

    • Module: Policy

    • Purpose: Allows the user to deactivate a panel.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteParty

    • Module:

    • Purpose: Not in use.

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

  • DeletePaymentPlan

    • Module:

    • Purpose: Not in use.

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

  • DeletePaymentProviderConfiguration

    • Module: Billing

    • Purpose: Allows the user to deactivate payment provider configurations.

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

  • DeletePolicy

    • Module:

    • Purpose: Not in use.

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

  • DeletePolicyDocument

    • Module:

    • Purpose: Not in use.

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

  • DeletePolicyTerm

    • Module:

    • Purpose: Not in use.

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

  • DeletePolicyTransaction

    • Module: Policy

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

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

  • DeletePolicyTransactionStatusChange

    • Module:

    • Purpose: Not in use.

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

  • DeletePortal

    • Module: Policy

    • Purpose: Allows the user to deactivate a portal.

    • Roles: Assigned to the System Administrator role by default.

  • DeletePortals

    • Module:

    • Purpose: Not in use.

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

  • DeletePortalTemplates

    • Module:

    • Purpose: Not in use.

    • Roles: Assigned to the System Administrator role by default.

  • DeletePremium

    • Module:

    • 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

    • Module: Policy

    • Purpose: Allows the user to deactivate a premium type.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteProduct

    • Module: Policy

    • Purpose: Allows the user to deactivate a product.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteProductGroup

    • Module:

    • Purpose: Not in use.

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

  • DeleteQuote

    • Module:

    • Purpose: Not in use.

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

  • DeleteReceipt

    • Module: Billing

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

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

  • DeleteReinstatementReason

    • Module:

    • Purpose: Not in use.

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

  • DeleteRescindedPolicyTransaction

    • Module: Policy

    • Purpose: Allows the user to delete Cancellation - Rescinded transactions.

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

  • DeleteResourceList

    • Module:

    • Purpose: Not in use.

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

  • DeleteRole

    • Module:

    • Purpose: Not in use.

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

  • DeleteScreen

    • Module: Policy

    • Purpose: Allows the user to deactivate a screen.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteScreenWorkflow

    • Module: Policy

    • Purpose: Allows the user to deactivate a workflow.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteState

    • Module:

    • Purpose: Not in use.

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

  • DeleteStorageComplexType

    • Module:

    • Purpose: Not in use.

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

  • DeleteSubmission

    • Module:

    • Purpose: Not in use.

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

  • DeleteSubmissionDocTemplate

    • Module:

    • Purpose: Not in use.

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

  • DeleteTax

    • Module:

    • Purpose: Not in use.

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

  • DeleteTaxAmount

    • Module:

    • Purpose: Not in use.

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

  • DeleteTrigger

    • Module: Policy

    • Purpose: Allows the user to deactivate a trigger.

    • Roles: Assigned to the Product Designer role by default.

  • DeleteUser

    • Module: 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.

  • DeleteVoidReason

    • Module:

    • Purpose: Not in use.

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

  • DeleteWebPage

    • Module:

    • Purpose: Not in use.

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

  • DeleteWebService

    • Module:

    • Purpose: Not in use.

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

  • DeleteWorkflowContainer

    • Module: Policy

    • Purpose: Allows the user to deactivate workflow container configurations.

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

  • DeleteWorkflowContainerVersion

    • Module: Policy

    • Purpose: Allows the user to deactivate versions of workflow containers.

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

  • DesignateBillToParty

    • Module: Billing

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

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

  • DownloadBCM

    • Module: Policy

    • Purpose: Not in use.

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

  • DownloadExcelAddIn

    • Module: 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

    • Module: 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.

  • EditAdditionalBilltoParty

    • Module: Billing

    • Purpose: Allows the user to add or remove additional bill to parties through the Payment Plan Summary window. The user can also modify the primary bill to party.

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

  • EditAdditionalCompany

    • Module: Policy

    • Purpose: Allows the user to edit the core additional company data from within a transaction.

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

  • EditAdjustmentType

    • Module: Billing

    • Purpose: Allows the modification of Adjustment Types.

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

  • EditAssignableSecurityRoles

    • Module: Policy

    • Purpose: This feature is no longer available.

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

  • EditAssured

    • Module: 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.

  • EditAssuredCompany

    • Module:

    • Purpose: Not in use.

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

  • EditAssuredIndividual

    • Module:

    • Purpose: Not in use.

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

  • EditAttachment

    • Module: 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.

  • EditAttachmentType

    • Module:

    • Purpose: Not in use.

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

  • EditAutomaticClaimPaymentRule

    • Module: 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

    • Module: Billing

    • Purpose: Allows the modification of Bank Accounts.

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

  • EditBatchProcess

    • Module:

    • Purpose: Not in use.

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

  • EditBatchReceipt

    • Module: Billing

    • Purpose: Allows the modification of Batch Receipts.

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

  • EditBillingAdjustment

    • Module: Billing

    • Purpose: Allows the modification of Billing Adjustments.

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

  • EditBillingDocument

    • Module: Billing

    • Purpose: Allows the modification of Billing Documents.

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

  • EditBillingEntity

    • Module: Billing

    • Purpose: Not in use.

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

  • EditBillingGeneralSettings

    • Module: 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

    • Module: Billing

    • Purpose: Allows the modification of Bill to Parties.

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

  • EditCancellationReason

    • Module:

    • Purpose: Not in use.

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

  • EditClaim

    • Module:

    • Purpose: Not in use.

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

  • EditClaimAttachment

    • Module: 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

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • EditClaimCompany

    • Module: Claims

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

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

  • EditClaimCustomEvent

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • EditClaimGeneralSettings

    • Module: Claims

    • Purpose: Allows the user to view and configure the General Settings page from the Claims menu.

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

  • EditClaimIndividual

    • Module: Claims

    • Purpose: Not in use.

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

  • EditClaimPartyLink

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: Claims

    • Purpose: Allows the user to edit the claim status.

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

  • EditClause

    • Module: Policy

    • Purpose: Allows the user to edit clauses.

    • Roles: Assigned to the Product Designer role by default.

  • EditCognosReports

    • Module:

    • Purpose: Not in use.

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

  • EditColorScheme

    • Module:

    • Purpose: Not in use.

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

  • EditCommission

    • Module:

    • Purpose: Not in use.

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

  • EditCommissionAmount

    • Module: Policy

    • Purpose: Not in use.

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

  • EditCompany

    • Module:

    • Purpose: Not in use.

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

  • EditConditions

    • Module: 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.

  • EditCountry

    • Module:

    • Purpose: Not in use.

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

  • EditCrossPolicyDataConfigurations

    • Module:

    • Purpose: Not in use.

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

  • EditCurrency

    • Module:

    • Purpose: Not in use.

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

  • EditCustomFile

    • Module:

    • Purpose: Not in use.

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

  • EditDataSourceDefinition

    • Module:

    • Purpose: Not in use.

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

  • EditDataTableDefinition

    • Module:

    • Purpose: Not in use.

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

  • EditDataUpload

    • Module:

    • Purpose: Not in use.

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

  • EditDeductibles

    • Module: 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.

  • EditDeductibleType

    • Module:

    • Purpose: Not in use.

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

  • EditDistributor

    • Module: Policy

    • Purpose: Allows the user to edit Distributor companies.

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

  • EditDocumentsForms

    • Module: Policy

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

    • Roles: Assigned to the Product Designer role by default.

  • EditDocumentTemplate

    • Module:

    • Purpose: Not in use.

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

  • EditDocumentType

    • Module:

    • Purpose: Not in use.

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

  • EditDomainRateTable

    • Module:

    • Purpose: Not in use.

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

  • EditEffectivePeriod

    • Module: 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.

  • EditEmail

    • Module:

    • Purpose: Not in use.

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

  • EditEmailDataFile

    • Module:

    • Purpose: Not in use.

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

  • EditEmailTemplate

    • Module: Policy

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

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

  • EditExternalLink

    • Module:

    • Purpose: Not in use.

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

  • EditExternalService

    • Module:

    • Purpose: Not in use.

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

  • EditFeeAmount

    • Module:

    • Purpose: Not in use.

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

  • EditField

    • Module: Policy

    • Purpose: Allows the user to edit field settings.

    • Roles: Assigned to the Product Designer role by default.

  • EditFieldsEvaluationRule

    • Module:

    • Purpose: Not in use.

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

  • EditFieldIndexing

    • Module: 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.

  • EditFileRepository

    • Module:

    • Purpose: Not in use.

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

  • EditFormula

    • Module:

    • Purpose: Not in use.

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

  • EditFrequency

    • Module:

    • Purpose: Not in use.

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

  • EditGeneralLedgerAccount

    • Module: Billing

    • Purpose: Allows the user to modify General Ledger Accounts.

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

  • EditInsurer

    • Module: Policy

    • Purpose: Allows the user to edit Insurer companies.

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

  • EditInsurerPayablePayment

    • Module:

    • Purpose: Not in use.

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

  • EditIntegrationConfiguration

    • Module: Policy

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

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

  • EditInvoice

    • Module:

    • Purpose: Not in use.

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

  • EditLicensee

    • Module: Policy

    • Purpose: Allows the user to edit Licensee companies.

    • Roles: Assigned to the System Administrator role by default.

  • EditLimits

    • Module: 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.

  • EditLimitType

    • Module:

    • Purpose: Not in use.

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

  • EditLookupTable

    • Module: Policy

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

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

  • EditLostQuoteReason

    • Module:

    • Purpose: Not in use.

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

  • EditMasterCover

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • EditMasterCoverIntegrationConfiguration

    • Module:

    • Purpose: Not in use.

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

  • EditMasterCoverLimits

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • EditMasterCoverProfile

    • Module:

    • Purpose: Not in use.

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

  • EditMasterCoverRates

    • Module: 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

    • Module: 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

    • Module: 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.

  • EditMasterDocument

    • Module:

    • Purpose: Not in use.

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

  • EditMCEmailTemplate

    • Module:

    • Purpose: Not in use.

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

  • EditNote

    • Module: 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.

  • EditNoteType

    • Module:

    • Purpose: Not in use.

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

  • EditOnlinePaymentInterfaces

    • Module:

    • Purpose: Not in use.

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

  • EditOnlinePaymentProfiles

    • Module:

    • Purpose: Not in use.

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

  • EditOptionList

    • Module:

    • Purpose: Not in use.

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

  • EditOptionListItem

    • Module:

    • Purpose: Not in use.

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

  • EditOrganization

    • Module:

    • Purpose: Not in use.

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

  • EditPanel

    • Module: 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.

  • EditParty

    • Module:

    • Purpose: Not in use.

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

  • EditPartyBankingInformation

    • Module:

    • Purpose: Not in use.

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

  • EditPaymentPlan

    • Module: Billing

    • Purpose: Allows the user to modify Payment Plans.

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

  • EditPaymentProviderConfiguration

    • Module: 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

    • Module: 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

    • Module: 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.

      Allows the user to batch delete grid rows.

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

  • EditPolicyDocument

    • Module:

    • Purpose: Not in use.

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

  • EditPolicyTerm

    • Module:

    • Purpose: Not in use.

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

  • EditPolicyTransaction

    • Module:

    • Purpose: Not in use.

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

  • EditPolicyTransactionStatusChange

    • Module:

    • Purpose: Not in use.

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

  • EditPortal

    • Module: 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.

  • EditPortals

    • Module:

    • Purpose: Not in use.

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

  • EditPortalTemplates

    • Module:

    • Purpose: Not in use.

    • Roles: Assigned to the System Administrator role by default.

  • EditPremium

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to edit premium types.

    • Roles: Assigned to the Product Designer role by default.

  • EditProcessedClaimPayments

    • Module: Claims

    • Purpose: Allows the user to set claim payments to the Approved - Processing status as well as manage claim payments in that status.

    • Roles: Assigned to the System Administrator role by default.

  • EditProduct

    • Module: Policy

    • Purpose: Allows the user to edit products.

    • Roles: Assigned to the Product Designer role by default.

  • EditProductGroup

    • Module:

    • Purpose: Not in use.

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

  • EditQuote

    • Module:

    • Purpose: Not in use.

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

  • EditReceipt

    • Module: Billing

    • Purpose: Allows the user to modify a receipt.

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

  • EditReinstatementReason

    • Module:

    • Purpose: Not in use.

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

  • EditResourceList

    • Module:

    • Purpose: Not in use.

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

  • EditRiskDefinition

    • Module:

    • Purpose: Not in use.

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

  • EditRole

    • Module:

    • Purpose: Not in use.

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

  • EditScreen

    • Module: Policy

    • Purpose: Allows the user to edit screens.

    • Roles: Assigned to the Product Designer role by default.

  • EditScreenWorkflow

    • Module: 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.

  • EditState

    • Module:

    • Purpose: Not in use.

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

  • EditStorageComplexType

    • Module:

    • Purpose: Not in use.

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

  • EditSubmission

    • Module: 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.

      Allows the user to batch delete grid rows.

    • 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.

  • EditSubmissionDocTemplate

    • Module:

    • Purpose: Not in use.

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

  • EditTax

    • Module:

    • Purpose: Not in use.

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

  • EditTaxAmount

    • Module: Policy

    • Purpose: Not in use.

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

  • EditTrigger

    • Module: Policy

    • Purpose: Allows the user to edit triggers.

    • Roles: Assigned to the Product Designer role by default.

  • EditUser

    • Module: 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.

  • EditVoidReason

    • Module:

    • Purpose: Not in use.

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

  • EditWebPage

    • Module:

    • Purpose: Not in use.

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

  • EditWebService

    • Module:

    • Purpose: Not in use.

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

  • EditWorkflowContainer

    • Module: Policy

    • Purpose: Allows the user to edit workflow container configurations.

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

  • EditWorkflowContainerVersion

    • Module: Policy

    • Purpose: Allows the user to edit versions of workflow containers.

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

  • ExecIASDashboard

    • SmartView, Policy

    • Purpose: Allows the user to work with dashboards in analysis mode and view data displayed in SmartView panels within a workflow.

    • Roles: Assigned to the Dashboard Designer and the Dashboard Viewer roles by default.

  • ExecIASDataView

    • Module: SmartView

    • Purpose: Allows the user to work with data views in analysis mode.

    • Roles: Assigned to the Dashboard Designer and the Dashboard Viewer roles by default.

  • ExecIASMdQuery

    • Module: SmartView

    • Purpose: Allows the user to work with metadata queries in analysis mode.

    • Roles: Assigned to the Dashboard Designer role by default.

  • FileImport

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: Claims

    • Purpose: Allows access to the claims Bordereau Import feature.

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

  • ImportGridData

    • Module: 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.

  • IsDashboardAdmin

    • Module:

    • Purpose: Not in use.

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

  • IsIASAdmin

    • Module: SmartView

    • Purpose: Gives the user administrative access to SmartView, equal to having all other SmartView administrative rights.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASDashboard

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available dashboards.

    • Roles: Assigned to the Dashboard Designer and Dashboard Viewer roles by default.

  • ListIASDataSourceView

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available data source views.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASDataView

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available data views.

    • Roles: Assigned to the Dashboard Designer and Dashboard Viewer roles by default.

  • ListIASExternal

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available external hosts.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASLayout

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available layouts.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASMdQuery

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of available metadata queries.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASNote

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of notes.

    • Roles: Assigned to the Dashboard Designer and Designer Viewer roles by default.

  • ListIASSchedule

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of schedules.

    • Roles: Assigned to the Dashboard Designer role by default.

  • ListIASSnapshot

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of snapshots.

    • Roles: Assigned to the Dashboard Designer and Dashboard Viewer roles by default.

  • LiastIASStatic

    • Module: SmartView

    • Purpose: Allows the user to view and select from the list of templates and static content.

    • Roles: Assigned to the Dashboard Designer role by default.

  • LockUnlockPolicy

    • Module: Policy

    • Purpose: Allows the user to unlock a policy term. The ability to lock transactions depends on an internal configuration. Please contact your Insurity representative for further information.

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

  • ManageAssuredOwner

    • Module: Policy

    • Purpose: Deleted as of version 2.4.90.

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

  • ManageCustomLabels

    • Module: 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.

  • ManageProgramPolicy

    • Module: Policy

    • Purpose: Allows the user to designate a policy term as a Parent Policy, as well as manage links between policy terms.

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

  • ManageQueue

    • Module: Client Center

    • Purpose: Not in use.

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

  • ManageSiteConfiguration

    • Module:

    • Purpose: Allows the user to configure and save Site Custom Views.

    • Roles: Assigned to the Product Designer and System Administrator roles by default.

  • MarkQuoteAsLost

    • Module: Policy

    • Purpose: Not in use.

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

  • MasterCoverSetTest

    • Module: Policy

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

    • Roles: Assigned to the Underwriter Supervisor role by default.

  • ModifyScheduledPayments

    • Module: 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

    • Module: Billing

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

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

  • PostBatchReceipt

    • Module: Billing

    • Purpose: Allows the user to Post batch receipts.

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

  • PostBillingAdjustment

    • Module: Billing

    • Purpose: Allows the user to Post adjustment receipts.

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

  • PostEarnedPremiumReport

    • Module: Billing

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

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

  • PreviewDocument

    • Module: 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

    • Module: 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

    • Module: Billing

    • Purpose: Allows the user to reallocate receipts.

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

  • ReinstatePolicy

    • Module: Policy

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

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

  • ReplacePolicyTransaction

    • Module: 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.

  • RequestSpecialQuote

    • Module:

    • Purpose: Not in use.

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

  • RescindCancellation

    • Module: Policy

    • Purpose: Allows the user to rescind a Cancellation - Quoted transaction.

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

  • ReverseClaimPayment

    • Module: Claims

    • Purpose: Allows the user to reverse claim payments.

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

  • ReverseReceipt

    • Module: Billing

    • Purpose: Allows the user to reverse receipts.

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

  • ReviewManualBind

    • Module: Policy

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

      Allows the user to edit the Policy Term Dates field in the Policy Information window when viewing a transaction in Bind Requested status.

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

  • ReviewSpecialQuote

    • Module: Policy

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

      Allows the user to edit the Policy Term Dates field in the Policy Information window when viewing a transaction in Special Quote Requested status.

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

  • SelectAssured

    • Module: 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

    • Module: 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

    • Module: 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.

  • SystemUICustomize

    • Module:

    • Purpose: Allows the user to access Designer features in Client Center.

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

      Note: While working in the system, this right is also given to users with the System Administrator role, although it will not appear in the rights list for that role.

  • UnconfirmMasterCover

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewAdditionalCompany

    • Module: Policy

    • Purpose: Allows the user to view additional companies within a transaction.

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

  • ViewAdjustmentType

    • Module: Billing

    • Purpose: Allows the user to view existing Adjustment Types.

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

  • ViewAffectedTransactionsWidget

    • Module: Policy

    • Purpose: Allows the user to view the Affected Transactions widget in the policy workflow.

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

  • ViewAgedReceivablesReport

    • Module: 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

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to view clients through the Clients menu and the Client Information widget. Allows the user to view the Clients search category and results of Quick Search. 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.

  • ViewAssuredCompany

    • Module:

    • Purpose: Not in use.

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

  • ViewAssuredIndividual

    • Module:

    • Purpose: Not in use.

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

  • ViewAttachment

    • Module: 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.

  • ViewAttachmentType

    • Module:

    • Purpose: Not in use.

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

  • ViewAuditTrail

    • Module: Policy

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

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

  • ViewAutomaticClaimPaymentRule

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • ViewBankAccount

    • Module: Billing

    • Purpose: Allows the user to view existing Bank Accounts.

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

  • ViewBatchProcess

    • Module:

    • Purpose: Not in use.

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

  • ViewBatchReceipt

    • Module: Billing

    • Purpose: Allows the user to view existing Batch Receipts.

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

  • ViewBillingAdjustment

    • Module: Billing

    • Purpose: Allows the user to view existing Billing Adjustments.

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

  • ViewBillingAuditTrail

    • Module: 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

    • Module: Billing

    • Purpose: Allows the user to view existing Billing Documents.

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

  • ViewBillingEntity

    • Module: Billing

    • Purpose: Allows the user to view billing entities.

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

  • ViewBillingGeneralSettings

    • Module: Billing

    • Purpose: Allows the user to view Billing General Settings.

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

  • ViewBillingReportRepository

    • Module: Billing

    • Purpose: Allows the user to view the Report Repository.

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

  • ViewBillToParty

    • Module: Billing

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

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

  • ViewBillToPartyPayablesReport

    • Module: Billing

    • Purpose: Allows the user to view the Bill to Party Payables report.

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

  • ViewBorderaux

    • Module: Policy

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

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

  • ViewCancellationReason

    • Module:

    • Purpose: Not in use.

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

  • ViewChargesReport

    • Module: Billing

    • Purpose: Allows the user to view the Charges report.

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

  • ViewClaim

    • Module: Claims

    • Purpose: Allows the user to view the Claims search category and results of Quick Search.

    • Roles: Assigned to the Client, Client Risk Manager, Compliance Manager, Distributor, Distributor Supervisor, Distributor/Insurer Manager, Product Designer, System Administrator, Underwriter, Underwriter Supervisor, Adjuster, and Adjuster Supervisor roles by default.

  • ViewClaimAdjuster

    • Module: Claims

    • Purpose: Not in use.

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

  • ViewClaimAttachment

    • Module: Claims

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

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

  • ViewClaimAuditTrail

    • Module: 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

    • Module: Claims

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

    • Roles: Assigned to the Adjuster Supervisor role by default.

  • ViewClaimCompany

    • Module: Claims

    • Purpose: Allows the user to view Claim Parties.

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

  • ViewClaimCustomEvent

    • Module: 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

    • Module: 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

    • Module: Claims

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

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

  • ViewClaimDocumentConfiguration

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewClaimFinancials

    • Module: Claims

    • Purpose: Not in use.

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

  • ViewClaimFinancialSummary

    • Module: Claims

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

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

  • VIewClaimGeneralSettings

    • Module: Claims

    • Purpose: Allows the user to view the General Settings page in the Claims menu.

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

  • ViewClaimIndividual

    • Module: Claims

    • Purpose: Not in use.

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

  • ViewClaimParty

    • Module: Claims

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

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

  • ViewClaimPartyPayeeInformation

    • Module: Claims

    • Purpose: Allows the user to view and edit the Payee Information and Bank Information panels in the Claim Parties modal window. This security right also provides viewing privileges to the Party Information, Payee Information, and Bank Information tabs in the Payment Management window for claim payments in Paid status.

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

  • ViewClaimPayment

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to view clauses.

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

  • ViewClientWidget

    • Module: 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

    • Module: 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.

  • ViewColorScheme

    • Module:

    • Purpose: Not in use.

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

  • ViewCommission

    • Module: 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.

  • ViewCommissionAmount

    • Module:

    • Purpose: Not in use.

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

  • ViewCommonScreensWidget

    • Module: 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.

  • ViewCompany

    • Module:

    • Purpose: Not in use.

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

  • ViewComplianceScanHistory

    • Module: 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

    • Module: 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.

  • ViewCountry

    • Module:

    • Purpose: Not in use.

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

  • ViewCrossPolicyDataConfigurations

    • Module: 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.

  • ViewCurrency

    • Module:

    • Purpose: Not in use.

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

  • ViewCustomFile

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardDashboard

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardDataSourceView

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardDataView

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardDataViewList

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardLayout

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardList

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardNote

    • Module:

    • Purpose: Not in use.

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

  • ViewDashboardSnapshot

    • Module:

    • Purpose: Not in use.

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

  • ViewDataAccessLink

    • Module: Policy

    • Purpose: Allows the user to view the list of data access links.

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

  • ViewDataSourceDefinition

    • Module:

    • Purpose: Not in use.

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

  • ViewDataTableDefinition

    • Module:

    • Purpose: Not in use.

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

  • ViewDeclarations

    • Module: 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

    • Module: 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.

  • ViewDeductibleType

    • Module:

    • Purpose: Not in use.

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

  • ViewDistributor

    • Module: Policy

    • Purpose: Allows the user to view Distributor companies.

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

  • ViewDistributorPayablePayment

    • Module: Billing

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

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

  • ViewDistributorPayablesReport

    • Module: 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

    • Module: Policy

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

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

  • ViewDocumentTemplate

    • Module: Billing

    • Purpose: Allows the user to view the Document Templates feature in the billing module, as well as existing template configurations.

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

  • ViewDocumentType

    • Module:

    • Purpose: Not in use.

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

  • ViewDomainRateTable

    • Module: Policy

    • Purpose: Allows the user to view the Domain Rate Table screen.

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

  • ViewEarnedPremiumReport

    • Module: Billing

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

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

  • ViewEffectivePeriod

    • Module:

    • Purpose: Not in use.

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

  • ViewEmail

    • Module:

    • Purpose: Not in use.

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

  • ViewEmailDataFile

    • Module:

    • Purpose: Not in use.

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

  • ViewEmailTemplate

    • Module: 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

    • Module: 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.

  • ViewExternalLink

    • Module:

    • Purpose: Not in use.

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

  • ViewExternalService

    • Module:

    • Purpose: Not in use.

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

  • ViewFeeAmount

    • Module:

    • Purpose: Not in use.

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

  • ViewField

    • Module: Policy

    • Purpose: Allows the user to view field settings.

    • Roles: Assigned to the Product Designer role by default.

  • ViewFieldsEvaluationRule

    • Module: Policy

    • Purpose: Allows the user to view the Field Evaluation Rule page.

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

  • ViewFieldIndexing

    • Module: 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.

  • ViewFileRepository

    • Module:

    • Purpose: Not in use.

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

  • ViewFileUpload

    • Module:

    • Purpose: Not in use.

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

  • ViewFormula

    • Module:

    • Purpose: Not in use.

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

  • ViewFrequency

    • Module:

    • Purpose: Not in use.

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

  • ViewGeneralLedgerAccount

    • Module: Billing

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

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

  • ViewGeneralLedgerEntriesReport

    • Module: Billing

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

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

  • ViewGridHierarchyWidget

    • Module: 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

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to view Insurer companies.

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

  • ViewInsurerPayablePayment

    • Module: Billing

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

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

  • ViewInsurersPayableReport

    • Module: 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

    • Module: 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

    • Module: Billing

    • Purpose: Allows the user to view existing invoices in the Invoices Report. Allows the user to view the Invoices search category and results of Quick Search.

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

  • ViewLicensee

    • Module: Policy

    • Purpose: Allows the user to view Licensee companies.

    • Roles: Assigned to the System Administrator role by default.

  • ViewLimits

    • Module: 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.

  • ViewLimitType

    • Module:

    • Purpose: Not in use.

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

  • ViewLookupTable

    • Module: Policy

    • Purpose: Allows the user to view lookup tables.

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

  • ViewLostQuoteReason

    • Module:

    • Purpose: Not in use.

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

  • ViewMasterCover

    • Module: 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.

  • ViewMasterCoverAssureds

    • Module:

    • Purpose: Not in use.

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

  • ViewMasterCoverDeductibles

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewMasterCoverIntegrationConfiguration

    • Module:

    • Purpose: Not in use.

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

  • ViewMasterCoverInsurers

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewMasterCoverProfile

    • Module:

    • Purpose: Not in use.

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

  • ViewMasterCoverRates

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewMasterDocument

    • Module:

    • Purpose: Not in use.

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

  • ViewMCEmailTemplate

    • Module:

    • Purpose: Not in use.

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

  • ViewNote

    • Module: 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.

  • ViewNoteType

    • Module:

    • Purpose: Not in use.

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

  • ViewOnlinePaymentInterfaces

    • Module:

    • Purpose: Not in use.

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

  • ViewOnlinePaymentProfiles

    • Module:

    • Purpose: Not in use.

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

  • ViewOnlinePaymentReport

    • Module: Billing

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

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

  • ViewOptionList

    • Module: Policy

    • Purpose: Allows the user to view option lists.

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

  • ViewOptionListItem

    • Module:

    • Purpose: Not in use.

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

  • ViewOrganization

    • Module:

    • Purpose: Not in use.

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

  • ViewPanel

    • Module: Policy

    • Purpose: Allows the user to view panels.

    • Roles: Assigned to the Product Designer role by default.

  • ViewParty

    • Module:

    • Purpose: Not in use.

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

  • ViewPartyBankingInformation

    • Module: Billing

    • Purpose: Allows the user to view party banking information.

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

  • ViewPaymentPlan

    • Module: Billing

    • Purpose: Allows the user to view existing Payment Plans.

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

  • ViewPaymentProviderConfiguration

    • Module: 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

    • Module: 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

    • Module: 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.

  • ViewPolicyDocument

    • Module:

    • Purpose: Not in use.

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

  • ViewPolicyInformationWidget

    • Module: 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.

  • ViewPolicyMenuWidget

    • Module: Policy

    • Purpose: Replaced by the ViewSubmissionScreensWidget right as of version 2.4.

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

  • ViewPolicySmartView

    • Module: Policy

    • Purpose: Allows the user to enable and view SmartView on the Home page. SmartView is enabled using a checkbox in the Profile page.

      Allows the user to view a SmartView dashboard within a workflow.

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

  • ViewPolicyTerm

    • Module:

    • Purpose: Not in use.

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

  • ViewPolicyTransaction

    • Module:

    • Purpose: Not in use.

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

  • ViewPolicyTransactions

    • Module: 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.

  • ViewPolicyTransactionStatusChange

    • Module:

    • Purpose: Not in use.

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

  • ViewPolicyWidget

    • Module: 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

    • Module: 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.

  • ViewPortals

    • Module:

    • Purpose: Not in use.

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

  • ViewPortalTemplates

    • Module:

    • Purpose: Not in use.

    • Roles: Assigned to the System Administrator role by default.

  • ViewPremium

    • Module: 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

    • Module: 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

    • Module: 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

    • Module: Policy

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

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

  • ViewProductGroup

    • Module:

    • Purpose: Not in use.

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

  • ViewQuote

    • Module:

    • Purpose: Not in use.

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

  • ViewQuoteCalculations

    • Module: 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.

  • ViewQuoteVersionsList

    • Module: Policy

    • Purpose: Allows the user to view the Quote Versions list in a transaction.

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

  • ViewReceipt

    • Module: Billing

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

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

  • ViewReceiptCorrectionDetails

    • Module: 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

    • Module: Billing

    • Purpose: Allows the user to view existing receipt corrections.

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

  • ViewReceiptsReport

    • Module: Billing

    • Purpose: Allows the user to view the Receipts report.

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

  • ViewReinstatementReason

    • Module:

    • Purpose: Not in use.

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

  • ViewResourceList

    • Module:

    • Purpose: Not in use.

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

  • ViewRiskDefinition

    • Module:

    • Purpose: Not in use.

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

  • ViewRole

    • Module:

    • Purpose: Not in use.

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

  • ViewRowPremiumWidget

    • Module: 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

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to view screens.

    • Roles: Assigned to the Product Designer role by default.

  • ViewScreenWorkflow

    • Module: Policy

    • Purpose: Allows the user to view workflows.

    • Roles: Assigned to the Product Designer role by default.

  • ViewState

    • Module:

    • Purpose: Not in use.

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

  • ViewStorageComplexType

    • Module:

    • Purpose: Not in use.

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

  • ViewSubmission

    • Module: Policy

    • Purpose: Allows the user to view submissions and policies, as well as configure the policy list on the Home page. Allows the user to view the Policies search category and results of Quick Search.

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

  • ViewSubmissionDocTemplate

    • Module:

    • Purpose: Not in use.

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

  • ViewSubmissionScreensWidget

    • Module: 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.

  • ViewTax

    • Module:

    • Purpose: Not in use.

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

  • ViewTaxAmount

    • Module:

    • Purpose: Not in use.

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

  • ViewTaxPayablePayment

    • Module: Billing

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

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

  • ViewTaxPayablesReport

    • Module: 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

    • Module: Policy

    • Purpose: Allows the user to view the main menu at the top of the page. Allows the user to view the Quick Search tool.

      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

    • Module: 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

    • Module: 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

    • Module: 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.

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

  • ViewVoidReason

    • Module: Policy

    • Purpose: Allows the user to view the void reasons.

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

  • ViewWebPage

    • Module:

    • Purpose: Not in use.

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

  • ViewWebService

    • Module: Policy

    • Purpose: Allows the user to view the list of Webservices.

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

  • ViewWorkflowContainer

    • Module: Policy

    • Purpose: Allows the user to view workflow container configurations.

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

  • ViewWorkflowContainerVersion

    • Module: Policy

    • Purpose: Allows the user to view versions of workflow containers.

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

  • VoidPolicyTransaction

    • Module: Policy

    • Purpose: Allows the user to void transactions.

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

  • WriteOffInvoices

    • Module: Billing

    • Purpose: Allows the user to write off outstanding balances on invoices. This controls access to the Write-Offs menu item in the Receipts menu.

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