Member Roles

General Access

Role Name	Provides Access For	Default
Access Manager	General system access	Yes
Access Page	General system access	Yes
Access_Tasks	Access to Tasks Dashboard & Search Results	Yes
Access_Tax	Access to view the Tax screen
Broker	View all risks in the Broker Company. Hide all clients and risks outside.
Create_Client	Enables create client in workflow (in policyholder search)	Yes
Create_Company	Enables Create Company Button in Company screen
Create_Tax	Enables Create Tax Button in Tax Screen
Create_User	Enables Create User Button in User Screen
Edit_Company	Enables editing existing company
Edit_Exchange_Rates	Enables editing of exchange rates in exchange rates screen
Edit_Renewal_Details	Enables edit renewals button in Risk Inspector
Edit_Tax	Enables edit of tax in tax screen
Note_Admin	Allows user to edit any note
Task_Admin	Allows user to edit task
Task_AllSigning	Controls visbility of All Signing Tasks tab in Tasks
Task_MySigning	Controls visbility of My Signing Tasks tab in Tasks
Underwriter	Allows user to see across all risks & companies
View Company Risks	Sets company property to your company

Accounting

Role Name	Provides Access For	Default
Access_Accounting	Access to the Accounting Pages
Access_Accounting_Payables	Access to Accounting Payables Screen
Access_Accounting_Receivables	Access to Accounting Receivables Screen
Access_Accounting_Write_Off	Access to Accounting Write Off Screen
Access_Company_Accounting	When creating a company shows the following inputs Base Currency, Cash Write Off Limit, Debt Write Off Limit, Bank Accounts. Also only shows the values in the company inspector if assigned.

Claims

Role Name	Provides Access For	Default
Access_Claims	Claims Dashboard & Inspector & Claims Global Search Result
Claims_Payment_Authoriser	Shows Control Reject Payment, Authorise Payment buttons in the Create Payment modal
Claims_Payment_Processor	Shows Control Void Payment, Edit Payment buttons in the Create Payment modal

Clients

Role Name	Provides Access For	Default
Access_Clients	Clients Dashboard & Inspector & Client Global Search Result	Yes

Company

Role Name	Provides Access For	Default
Access_Companies	Company Dashboard & Inspector & Company Global Search Result
Edit_TOBA	Allows the user to update the status of the TOBA on a business

Compliance

Role Name	Provides Access For	Default
Access_Sanctions	Access to the Sanctions Pages
Sanctions_User	Shows the Add to Allowlist, Add to Denylist options

Lloyds

Role Name	Provides Access For	Default
Access_Accounting_USM_Matching	Allows user to view the USM Matching screen

Payment

Role Name	Provides Access For	Default
Option_ChangePaymentType	Allows user to change payment type at MTA

Reports

Role Name	Provides Access For	Default
Access_Analysis	Access to the Analysis Page
Access_Reports	Access to the Written BDX Report
Access_Standard_Reports	Access Standard Reports

Setup

Role Name	Provides Access For	Default
Access_Tags	Access the Lists & Tags Page

User Management

Role Name	Provides Access For	Default
Access_Users	Access to User Dashboard & Search Results
Edit_User	Enables editing of a user in the user screen

Developer

Role Name	Provides Access For	Default
Developer	Removes System Encryption