The following is a summary of the existing security roles that exist within the Internet of Insurance and the capabilities that a user has when assigned a role.
Agency Owner: An Agency Owner can be thought of as the ‘super-admin’ of the Internet of Insurance. The Owner is able to manage all leads, submissions, documents and accounts, as well as create and edit storefronts, address books, and users. Agency Owners are the only users who are able to appoint carriers for the agency, and are also the sole owners of the agency profile and location information.
Agency Admin: The Admin role gives a user the ability to create and manage all accounts, documents and submissions for an agency, however, this user will not be able to add or modify storefronts or carrier appointments. This role is not location-specific.
CSR: A CSR is able to create and manage accounts, manage documents, and manage leads and submissions within their own location. When the user is created, the Agency Owner is prompted to assign the CSR to a location - the CSR is only able to see the information pertaining to clients that are created using the same location code that they are assigned to.
Producer: The producer is ONLY able to create accounts and manage documents, submissions and leads for themselves. They will not be able to see any other information within the Internet of Insurance if they are not the owner.
- If a storefront is created and is assigned to a specific producer, then the only user that will be able to access the leads in the ‘storefront leads’ tab is that producer.
- If a storefront is created and assigned to a specific location, only users assigned to that location will be able to access those leads.
- If a lead is promoted to an account, the security settings that were placed on the account when it was created will carry over (ie - if a lead sent through from a personal becomes an account, only the producer whose storefront it was created on will be able to access the account, in addition to the Agency Admins and Agency Owners.)