The security rights you will see on screen may vary depending on the security role assigned to you. For details on Security Roles, see the Security Roles section.
The table below identifies each right as it appears in the rights list and what the right allows in the system.
| Security Right |
Module |
Information |
| Access to Cognos 11 Reporting
|
Analysis/Tools |
Allow the user access to the Cognos 11 reporting tool. Note that additional configuration may be required to access the Cognos module. See your account representative for details. |
| Access Uplink & Data Importer |
Administration |
Allow the user to access the Uplink Management and Data Importer
tools in the Administration module. |
| Acknowledge Claim
|
Claim |
Allow the user to acknowledge claims. |
| Attach Claim Document
|
Claim (Clientside and Extranet) |
Allow the attachment of files to claims. |
| Attach Claim Note
|
Claim |
Allow the entry of notes to claims. |
| Cancel Booked Shipments
|
Shipment
(Clientside and Extranet)
|
Allow the cancellation of shipments already recorded. |
| Cancel Policy
|
Underwriting |
Allow the cancellation of policies. |
| Cancel/Reinstate Submission
|
Submission |
Allow users to cancel or reinstate submissions. |
| Change Certificate Text
|
Shipment (Clientside) |
Allow the modification of certificate text for shipments and storage declarations created in Clientside. |
| Clientside Access
|
Shipment/
Storage
(Clientside)
|
Allow broker/underwriter user access to clientside licensee sites. |
| Confirm Policy
|
Underwriting |
Allow the confirmation of policies. |
| Confirm Shipments
|
Shipment (Extranet) |
Allow the confirmation of referred shipments. |
| Confirm Storage Declarations
|
Storage (Clientside and Extranet) |
Allow the confirmation of storage declarations. |
| Create Additional Named Assureds For Organization
|
Assured |
Allow the creation of additional named assureds within a company. |
| Create Shipment
|
Shipment (Clientside and Extranet) |
Allow the creation and recording of shipments.
Allows the user to create Shipment Template Types in Data Importer.
|
| Create Storage Declarations
|
Storage (Clientside) |
Allow the creation and maintenance of storage declarations. |
| Edit Booked Shipments
|
Shipment (Clientside and Extranet) |
Allow the editing of booked shipments |
| Edit Claim
|
Claim |
Allow the maintenance of claims (extranet only) |
| Edit Claim Financial
|
Claim |
Allow the entry of claim financials |
| Edit Claim Payment Status
|
Claim |
Allow the user to edit the claim payment status when a payment has been entered. |
| Edit Original Reserve
|
Claim |
Allow the user to manage the reserve amounts for claims. |
| Edit Policy
|
Underwriting |
Allow the creation, maintenance, and cancellation of policies |
| Edit Posted Shipment Declarations
|
Shipment (Extranet) |
Allow the maintenance of posted shipments created on an Extranet licensee site. |
| Extranet Access
|
Administration |
Allow the assured user access to management extranet |
| Generate Checks
|
Claim |
Allow the user to generate checks. |
| Generate Profit And Loss Report
|
Administration/
Analysis
|
Allow the user to generate and view a Profit and Loss report.
|
| Generate Storage Aggregation Report
|
Analysis |
Allow the user to generate and view a Storage Aggregation report. |
| Hide Logon Access
|
Unknown |
Block the user of a specified site access to login. |
| Make Online Payment
|
Billing |
Allow the user to create online payments through the billing module. |
| Manage Additional Charges
|
Administration |
Allow the creation and maintenance of additional charges. |
| Manage Additional Named Assureds
|
Assured |
Allow the user to manage additional named assureds. |
| Manage Assured Policy Attachments
|
Assured |
Allow the user to manage attachments for policies they have access to. |
| Manage Assureds
|
Administration/
Assured
|
Allow the attachment of assured offices to policies.
Allows the user to create Assured Company Template Types in Data Importer.
|
| Manage Billing
|
Billing |
Allow the management of features available in the billing module. |
| Manage Broker Group |
Administration |
Allow the management of Distribution Channels. |
| Manage Causes Of Loss
|
Administration |
Allow the management of the list of the causes of loss. |
| Manage Certificates, Invoices And Check Templates
|
Administration |
Allow the management of company certificate & invoice templates |
| Manage Clauses
|
Administration |
Allow the management of company clause library. |
| Manage Commodity Classes
|
Administration |
Allow the management of company commodity report classes. |
| Manage Company Associations
|
Administration |
Allow the management of broker – underwriter associations. |
| Manage Company Welcome Message |
Administration |
Allow the administrative user to change the company's welcome message displayed on the home page. |
| Manage Conveyances
|
Administration |
Allow the management of conveyance lists. |
| Manage Coverage Options And Packing Categories
|
Administration |
Allow the management of coverage options and packing categories. |
| Manage Data Output Templates
|
Analysis |
Allow the management of the templates for the Data Output centre. |
| Manage Document Template
|
Administration |
Allow the user to create, edit, and delete document templates available to the current user's company. |
| Manage Employees
|
Assured |
Allow creation and maintenance of other employee/users within current user’s company. |
| Manage Expense Types
|
Administration |
Allow the user to create and search Expense Types available in the Administration module.
|
| Manage Extended Fields
|
Administration |
Allow management of Extended Data Fields. |
| Manage Letter Templates
|
Claim |
Allow management of company letter templates. |
| Manage Licensee Company
|
Administration |
Allow creation and maintenance of the current user’s company. |
| Manage Licensee Employee
|
Administration |
Allow creation and maintenance of other employee/users within current user’s company. |
| Manage Organization Hierarchy
|
Assured |
Allow management of the hierarchy and name, address, etc. of all company offices. |
| Manage Policy Categories
|
Administration |
Allow management of company policy categories. |
| Manage Policy Certificates
|
Underwriting |
Allow the attachment of certificates to policies. |
| Manage Policy Groups
|
Administration |
Allow management of company policy groups. |
| Manage Policy Website Access
|
Underwriting |
Allow the specification of which licensee web sites can access policies. |
| Manage Products, Premiums & Their Associations
|
Administration |
Allow the user to view and create products, premiums and product associations available to their company. |
| Manage Quote
|
Submission |
Allow the user to manage the quotes generated upon submission. |
| Manage Report Templates
|
Administration |
Allow management of report templates in the administration module. |
| Manage Security Roles
|
Administration |
Allow the user to manage security roles for the current user's company. |
| Manage Service Company
|
Claim |
Allow management of company lawyers, recovery agents and surveyors. |
| Manage Settling Agent Groups
|
Administration |
Allow management of company settling agent groups and related settling agents. Also displays the Copy button on the Claim Settling Agent Group page.
Allows the user to create Settling Agent Company Template Types in Data Importer.
|
| Manage Shipment Declarations
|
Shipment (Clientside) |
Allow management of shipment declarations. |
| Manage Shipping Routes
|
Administration |
Allow management of shipping routes. |
| Manage Storage Declarations
|
Storage (Clientside and Extranet) |
Allow management of storage declarations. |
| Manage Submission
|
Submission |
Allow management of the submission. |
| Manage Unassigned Claim
|
Claim |
Allow the user to manage claims that have yet to be assigned to an underwriter. |
| Manage Uplink & Data Importer Templates
|
Tools |
Allow the user to manage templates used for Uplink Management and Data Importer. |
| Manage Vessel Penalty Scale
|
Administration |
Allow management of company vessel penalty scales. |
| Manage War Scales
|
Administration |
Allow management of country restrictions and war rates for multiple policies. |
| Pre-logon Attach Claim Document
|
Unknown |
Allow the user to upload a document to a claim prior to logging into the system. |
| Pre-logon Report a Loss
|
Unknown |
Allow the user to report a loss prior to logging into the system. |
| Prelongon View Claim Status
|
Unknown |
Allow the user to view the claim status prior to logging into the system. |
| Re-open / Reject / Recall Claim
|
Claim |
Allow the user to re-open a closed claim, reject a claim or recall a claim sent to referral. |
| Report a Loss
|
Claim |
Allow the user to report a loss to be processed in the claims module. |
| Request Shipment Quote
|
Shipment (Clientside) |
Allow users to request quotes for shipments. |
| Sanction Administrator
|
Administration/
Sanction
|
Ability to act as an OFAC administrator for companies within the user's admin scope. |
| Sanction Commissioner
|
Administration/
Sanction
|
Ability to act as the OFAC commissioner for companies within the user's admin scope. |
| Sanction Scan
|
Administration/
Sanction/ Tools
|
Allow the user to perform a sanction scan using the Sanction List available in the system. |
| Select Insurer / Broker
|
Assured |
Allow specification of an insurer/ broker as the “owner” of the assured company in the system. |
| Send Claim Correspondence
|
Claim |
Allow sending of Claim Email templates. |
| View Analysis
|
Administration/
Analysis
|
Allow users to access the analysis module. |
| View Assureds
|
Administration/ Assured |
Allow viewing of assured offices attached to policies |
| View Billing
|
Billing |
Allow users access to the billing module. |
| View Broker/Assured Notes And Followups
|
Unknown |
|
| View Calculated Premiums
|
Shipment (Clientside), Assured |
Allow users to view calculated premium |
| View Calculated Storage Premium
|
Storage |
Allows the display of the Premium panel and is used when viewing DOT reports displaying the premium amounts. |
| View Claim
|
Claim (Clientside and Extranet) |
Allow the user to view claims available to their company. |
| View Claim Audit Trail
|
Claim |
Allow the user to view the Audit trail for claims made under their company policies. |
| View Claim Financials
|
Claim |
Allow viewing of claim financials |
| View Company Notes And Followups
|
Unknown |
|
| View Expense Payments
|
Claim |
Allow the user to view Expense payments from claims available to their company. |
| View Indemnity Payments
|
Claim |
Allow the user to view Indemnity payments from claims available to their company. |
| View Insurer Notes And Followups
|
Unknown |
|
| View Original Certificate
|
Shipment/Storage (Extranet) |
Allow the user to view the original certificate for the shipment or storage declaration. |
| View Other Documents
|
Tools (Clientside) |
Allow viewing of non-policy documents. |
| View Payments
|
Billing |
Allow viewing of payments in the system. |
| View Policy
|
Underwriting |
Allow viewing of all policy rules, terms, rates, etc. |
| View Policy Documents
|
Tools (Clientside) |
Allow viewing of policy documents. |
| View Premium Rates
|
Shipment (Clientside) |
Allow viewing of calculated premiums. |
| View Private Notes And Followups
|
Unknown |
|
| View Quote
|
Submission |
Allow viewing of policy quote in the submission module. |
| View Rates Schedule
|
Tools |
|
| View Recovery Payments
|
Claim |
Allow the user to view Recovery payments from claims available to their company. |
| View Salvage Payments
|
Claim |
Allow the user to view Salvage payments from claims available to their company. |
| View Shipments
|
Shipment (Clientside and Extranet) |
Allow viewing of shipments recorded. |
| View Storage Declarations
|
Storage (Clientside and Extranet) |
Allow viewing and reporting on storage declarations. |
| View Storage Premium Rate
|
Storage, Data Output Center |
Displays the Rate Amount in the Premium panel in the Storage module and when generating reports in the DOT reports. |
| View Submission
|
Submission |
Allow viewing of the submission of a particular shipment or claim. |
| View System Tables
|
Administration |
Allow viewing of all system tables (regions, countries, states/provinces, ports, airports, currencies, exchange rates, system vessel penalty scales). |
| View Transaction Time
|
Administration/Tools |
|
| View User Access Report
|
Tools |
Allow viewing of user access report. |
| View Vessel Search
|
Tools |
Allow users to view the vessel search list. |