| Permission | Enables | Implications | Related |
| View the Type/Billing tab in company account detail. | |||
| Edit the Type/Billing tab in company account detail. | Modifying the information on the Type/Billing tab may have a significant impact on various policy and accounting workflows, so it may be advisable to only grant this right to a limited number of users. | In order to edit this area, the user must also be granted the View Type/Billing object under Companies > Account Detail. |
| Permission | Enables | Implications | Related |
View |
View company commission agreements, including agreement detail.
Run the Agreement Detail On Demand report. |
Granting or denying the right to view commission agreements at the company level does not affect a user's ability to use those agreements at the client level. | The commission agreements visible to the user are limited by the user's security access to the associated structures (user must have access to at least one associated agency to view the agreement) unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. |
Add |
Add a company commission agreement.
Copy a company commission agreement. |
Granting or denying the right to add commission agreements at the company level does not affect a user's ability to add agreements at the client level. | |
Edit |
Edit a company commission agreement detail. | The user will not be able to add or modify structures unless
granted security access to those structures.
Granting or denying the right to edit commission agreements at the company level does not affect a user's ability to edit these agreements at the client level. |
|
| Delete a company commission agreement. | The user must have security access to the associated structures
in order to delete a commission agreement.
Granting or denying the right to delete commission agreements at the company level does not affect a user's ability to delete agreements at the client level. |
| Permission | Enables | Implications | Related |
| Locate a company account. | This only pertains to the Account
Locate screen. Users without this right can still use the
company lookup screens throughout the system, e.g. to select an
issuing company when adding a policy.
A user with this right will be able to view whatever information is displayed in the Account Locate list, even if the user does not have the right to view company account detail. |
The company accounts that display in the Results list are limited by the user's security access to the associated structures, unless the user has also been granted the Display in Listview Regardless of Structure object under General > General. | |
| View company account detail. | This allows the user to access company account detail from the Account Locate screen. | If the user is not also granted the View Type/Billing right under Companies > Account Detail, the user will not be able to view the Type/Billing tab. | |
| Add a company account. | Restricting the number of users who can add companies helps eliminate account duplication. | ||
| Edit company account detail. | If the user is not also granted the Edit Structure right under
Companies > Companies,
the user will not be able to edit the Structure
list.
If the user is not also granted the Edit Type/Billing right under Companies > Account Detail, the user will not be able to edit the Type/Billing tab. In order to edit the account lookup code, the user must also be granted the Edit Lookup Code right under General > General. |
||
| Use the Inactivate/Reactivate action, available from the Account Locate screen, to modify a company's account. | Inactivating a company account allows you to retain account detail, but prevents that company from being accessed in any area of the system other than the Account Locate screen (provided the Inactive checkbox is selected). | Because this action does not involve accessing the account detail, the user will be able to inactivate or reactivate an account regardless of whether the user is granted View or Edit rights. | |
| Access a company's Contacts list with the level of security assigned under General > Contacts. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Contacts in the Company area. If the user is not granted any rights under General > Contacts, this object will not grant any rights. | ||
| Access a company's Attachment list with the level of security assigned under General > Attachments. | A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Attachments in the Company area. If the user is not granted any rights under General > Attachments, this object will not grant any rights. | ||
| Access a company's Activity list with the level of security assigned under General > Activities. | Users without these rights will not be prevented from adding
an activity created as part of a system event.
While it may be beneficial to limit the number of users who may add activities on a company account, keep in mind that users who do not have the rights to view company activities will not be able to view any activities on a company account, even if they are the activities' owners. |
A user who is granted this security right will be able to perform whatever actions the user has rights to under General > Activities in the Company area. If the user is not granted any rights under General > Activities, this object will not grant any rights. | |
| Modify the structures a company is associated to on the Account tab of the account detail. | The structures listed in the company's account detail limit the ability to select that company in various areas of the system. For example, a company must be associated to similar structures as a client account in order to be used with that client. | ||
| Use the Define Interface Primary Payable Contract available from the company account detail to select the company payable contract that defaults per agency/branch combination when a new agency-billed policy is created via download. | Download does not assign the default company payable contract
if a user has already selected a company payable contract on a
shell policy. (Shell policies contain basic agency-entered information,
leaving policy and line detail to be completed by policy download.)
Also, when updating a policy that already has a company payable
contract assigned, download retains the existing contract.
Any company payable contract mismatches are recorded in the Communication Log and should be reviewed. |