Certificate Roles

Certificate roles provide a layer of security by allowing you to assign roles to insureds and contacts that determine certificate processing permissions. Add a role for each combination of permissions you need. As you refine these roles, you can reassign insureds and contacts from one role to another.

Once you have created certificate roles, apply the roles in Contact Detail or Account Detail.

To access this area:

• From insured detail, click Home > Configure > Certificate Roles on the options bar.
• From any other area of the program, click Home > Configure > Certificate Roles on the options bar or click Configure > Certificate Roles in the navigation panel.

Add a Certificate Role

1. Click Add on the options bar.
2. Enter a Name and Description for the role.
3. Select the Default checkbox if this should be the default certificate role.
4. Select the checkboxes as needed.
   • Allow Insured to Issue Certificates? If the insured is not granted this permission, selecting the Issue a Certificate of Insurance option available on the portal will display a Certificate of Insurance Request form. Once the insured completes the form, an email notification is sent to the CSR, who can then process the request.
   • Allow Insured to Add New Holders? This option allows the insured to add new holders.
   • Allow Insured to Edit Existing Holders? This option allows the insured to edit holders.
   • Allow Insured to Copy Existing Holders? This option allows the insured to copy holders.
   • Allow Insured to Assign Holder Endorsements when Issuing a Certificate? This allows the insured to select attachments uploaded by your brokerage in the Attachments area to include when issuing a certificate.
   • Allow Insured to Add Holder Endorsements when Issuing a Certificate? This allows the insured to upload attachments to include when issuing a certificate.  
   • Allow Insured to Add Additional Insured Name and Address Text on Certificates?
   • Allow Insured to Edit Holder Desc. of Ops. When Issuing a Certificate? Insureds who are granted this permission can modify the Holder-level Description of Operations when issuing a certificate. If Prevent Insured to Override Text is also selected, the insured can select Descriptions of Operations made available to this insured in the Library area but cannot enter text manually.

   • Prevent Insured to Override Holder Desc. of Ops Text? If the insured is permitted to edit Descriptions of Operations but Prevent Insured to Override Text? is also selected, the insured can select Descriptions of Operations from the Library maintained by the brokerage. However, the insured cannot enter text manually.
     
     Note: This checkbox is deactivated by default. You must select Allow Insured to Edit Desc. Of Ops. When Issuing a Certificate? to grant the permission.

   • Allow Insured to Edit Holder Summary and Print Control? This allows the insured to add up to 100 characters of text in the Holder Summary area.

   • Allow Insured to Edit Holder Property/Nature of Interest When Issuing a Certificate? Insureds granted this permission can edit the Property/Nature of Interest section while issuing a certificate from the Self-Service Portal. When this permission is unselected, only the Property Information (Location/Description) field is locked—the other fields in the section can be modified.
   • Allow Insured to Change Holder AI & Subr WVD Status When Issuing a Certificate? This option applies only to ACORD 25 and ACORD 30 certificate templates for which Enable holder level AI & Subr WVD status is selected. See Certificate Templates for more information.
   • Require Insured to Enter Group Code When Adding Holder? This makes Group Code a required field when the insured adds a holder. If your organization uses group codes to categorize holders, you should select this option to maintain data consistency. Group codes are available only if the feature has been activated.
   • Enable Fax for This Insured: This checkbox displays only if the Faxing option and the Insured Fax Disable option have been activated. It enables you to restrict which insureds are able to fax certificates and auto IDs from the CSR24 portal.
   • Contact Can Only See Holders Assigned to Their Location?
   • Contact Can Only See Vehicles Assigned to Their Location?
5. Click Save to create the role or Cancel to exit the workflow without adding the role.

Edit a Certificate Role

1. Click the certificate role you want to update.
2. Edit the Name and Description as needed.
3. Select/Deselect the appropriate checkboxes.
4. Click Save.

Reassign Roles

Use this feature to move users from one certificate role to another en masse. This is helpful as you refine the roles in your system.

1. Click Reassign Roles on the options bar.
2. Select the checkbox for each role you want to move the users from.
3. Click Start Process on the options bar.
4. Select the role to which to move the users in the Change Certificate Role To dropdown menu and click Continue.
5. Review your selections to confirm the roles selected for the Reassignment. If you want to delete one of the selected roles from the system, select its Remove checkbox.
6. To complete the update, click Make Changes on the options bar.
7. Click OK to verify the changes.

Delete a Certificate Role

1. Click the certificate role you want to delete.
2. Click Delete on the options bar.

Export Certificate Roles

Exporting certificate roles provides you with a list of insureds, the role each insured is tied to, and the permissions associated to that role.

1. Click Export on the options bar.
2. To view the certificate roles for a specific insured, enter the Insured Code. If you do not know the code, click the Lookup button.
1. Enter part of the Name or Code and click Find.
2. Click to select the desired insured.
3. Select Active, Inactive, or All for the account Status.
4. Optionally select a Brokerage and Branch.
5. Click Export on the options bar.
6. Open or Save the resulting file.