Role-based security map – BriteCore Support

Role	Role type	Log in with assigned credentials?	BriteCore access	Function	Function Limitation
Additional Insured	Individual/Organization	No	N/A	Add information to a policy on the Information tab. Receives designated deliverables and can be billed.	N/A
Additional Interest	Individual/Organization	No	N/A	Add information to a policy on the Information tab. Receives designated deliverables and can be billed.	N/A
Administrator	Individual/Organization	Yes	BriteCore	The only role that can add other roles in the Contacts module. Provides access to all modules and data.	Use permissions in Settings to restrict access to Lines and Settings.
Agent	Individual	Yes	Agent portal	Quote, submit applications, view policies, submit endorsements, and file claims (based on settings). Added to appropriate deliverables using the dynamic HTML tag {agent}.	Use permissions in Settings to restrict access to commission and claim reserve data in BriteQuote.
Agency	Organization	Yes	Agent portal	Quote, submit applications, view policies, submit endorsements, and file claims (based on settings). Added to appropriate deliverables using the dynamic HTML tag {agency}.	Use permissions in Settings to restrict access to commission and claim reserve data in BriteQuote.
Agency Group	Organization	Yes	Agent portal	View policies and claim data (based on whether or not agency groups are used). Appears on deliverables based on settings.	Use permissions in Settings to restrict access to commission and claim reserve data in BriteQuote.
Attorney	Individual/Organization	No	N/A	Add information to claims on the Contacts tab.	N/A
Board Member	Individual/Organization	No	N/A	Use only for Contacts module information.	N/A
Claimant	Individual/Organization	No	N/A	Add to a liability claim on the Contacts tab.	N/A
Claims Adjuster	Individual/Organization	Yes	BriteCore	Access all modules and data—except adding a role to a contact in the Contacts module. Added to appropriate deliverables using the dynamic HTML tag {adjuster}.	Use permissions in Settings to restrict access to commission and claim reserve data in BriteQuote.
Claims Supervisor	Individual	Yes Note: In classic BriteCore, the Claims Supervisor role has access via the same role as the claims adjuster.	Claims
Carrier	Organization	Yes	BriteCore
Contractor	Individual/Organization	No	N/A	Add to a claim on the Contacts tab.	N/A
Driver	Individual/Organization	No	N/A
Fire Department	Organization	No	N/A
In Care Of	Individual/Organization	No	N/A	Note:This role currently doesn't serve any active functions in BriteCore.	N/A
Inspector	Individual	No	N/A	Add information to a policy's Information tab.	N/A
Insured Portal User	Individual	No	N/A
Loss Payee	Individual/Organization	No	N/A	Add information to a policy's Information tab. Receives designated deliverables and can be billed.	N/A
Medical Provider	Individual/Organization	No	N/A
Mortgagee	Organization	No	N/A	Add information to a policy's Information tab. Receives designated deliverables and can be billed. Added to appropriate deliverables using the dynamic HTML tag {mortgagee}.	N/A
Employee	Individual	Yes	BriteCore	Access all modules and data—except adding a role to a contact in the Contacts module.	Use permissions in Settings to restrict access to Lines and Settings.
Named Insured	Individual/Organization	No	N/A	Add information to a policy's Information tab. Receives designated deliverables and can be billed. Added to appropriate deliverables using the dynamic HTML tag {insured}.	N/A
Police Department	Organization	No	N/A
Premium Finance Company	Organization	No	N/A	Add information to a policy on the Information tab. Appears on the Dec.	N/A
Primary Carrier	Organization	No	N/A	The name appears throughout BriteCore in places such as the top of BriteCore and BriteQuote screens and the payment gateway.	N/A
Public Claims Adjuster	Individual/Organization	No	N/A
Reinsurer	Organization	No	N/A	Add information to reinsurance contracts on the Reinsurance screen (Claims > Components > Reinsurance). Add a reinsurance contract to the claim on the Information tab.	N/A
Surplus Lines Producer	Individual/Organization	No	N/A
Underwriter	Individual	Yes	BriteCore	Access all modules and data—except adding a role to a contact in the Contacts module.	Use permissions in Settings to restrict access to Lines and Settings.
Unlisted Payor	Individual/Organization	No	N/A	Any contact who pays a policy but isn't listed on the policy as a Named Insured, Additional Interest, Additional Insured, Mortgagee, Loss Payee, or Premium Finance Company.	N/A
Vendor	Individual/Organization	No	N/A	Note:This role currently is only to be used with one of BriteCore's vendor integrations.	N/A

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