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 to individual users in Contact Detail or Account Detail.

To access this area:

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.
  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 an Agency and Branch.
  5. Click Export on the options bar.
  6. Open or Save the resulting file.