Security Roles

Roles are the collections of rights that are assigned to individual user accounts. This allows any number of related rights to be quickly assigned to one or more user accounts that will perform a similar role in the system.

If a user has a variety of responsibilities, multiple roles can be assigned, and new roles can be created to fill in any gaps.

Default Roles

When the system is first initialized, these default roles are created automatically. New roles may be created, but these default roles should not be modified. In addition, use caution when renaming roles, as any features configured to check if the user has a certain role may be affected.

Adjuster	A standard role for claims adjusters, allowing the creation and full administration of claims and claim payments. Users with this role can also be assigned to handle follow-ups.
Adjuster Supervisor	Includes all rights associated with the Adjuster role, but with the added abilities to manage adjuster assignments. Users with this role can also be assigned to handle follow-ups.
Client	A standard client level role, allowing users to create submissions and access associated features such as printing documents, sending e-mails, and adding notes.
Client Risk Manager	Includes all rights associated with the Client role, but with the added ability to view and edit client records.
	This role is automatically assigned to Individual Client users.
Compliance Manager	Provides the rights required to edit and manage submissions that are in referral for possible compliance violations.
Dashboard Designer	Includes all rights required to create and manage the SmartView queries and dashboards.
Dashboard Viewer	Includes the rights required to view the SmartView queries and dashboards.
Distributor	A standard distributor or broker level role, allowing the creation of submissions, documents, e-mails, and notes, as well as full access to create and manage client records.
Distributor Supervisor	Includes all rights associated with the Distributor role, but with the added abilities to manage clients, e-mails, and product descriptions at the master cover level, manage user accounts, bypass online payments, and initiate policy cancellations.
Distributor / Insurer Manager	A management level role, with the rights to manage distributor companies, insurer companies, and user accounts.
Product Designer	Includes all rights required to create and manage workflows and all workflow components, as well as other resources used for configuring master covers.
System Administrator	Used for website administration, allows the management of licensee offices, portals, and custom labels throughout the system. This role also provides access to the Designer features in Client Center, regardless of what rights are included in the role. Additionally, this role provides access to the Admin Console feature to maintain their company's bound policies without intervention from Insurity's Data Maintenance process.
Underwriter	A standard underwriter or insurer role, allowing the creation and full administration of submissions and policies, clients, user accounts, and master covers (excluding status changes).
Underwriter Supervisor	Includes all rights associated with the Underwriter role, but with the added abilities to change master cover status and view certain product design resources.