Permissions

Agent Portal Permissions

Agent portal permissions	Description
agent	Controls access to the Agent portal.

BriteApps
agent/briteapps	Controls access to BriteApps.
agent/briteapps/notifications	Controls access to Notifications.

Claims
agent/claims	Controls access to Claims.
agent/claims/list	Overridden by agent/claims/ko_list and agent/claims/ko_disabled-list.
agent/claims/ko_list	Controls access to the claims list.
agent/claims/disabled-list	Controls access to the claims list.
agent/claims/documents	Overridden by agent/claims/ko_documents.
agent/claims/ko_documents	Controls access to Documents in a claim.
agent/claims/editClaim	Controls ability to edit a claim.
agent/claims/ko_accounting	Controls access to Accounting in a claim.
agent/claims/ko_attachments	Controls access to Attachments in a claim.
agent/claims/accounting	Overridden by agent/claims/ko_accounting.
agent/claims/createClaim	Controls ability to create a claim.
agent/claims/submitClaim	Controls ability to submit a claim.
agent/claims/accounting/reserves	Controls access to Losses Incurred.

Payments
agent/payments	Controls access to Payments.
agent/payments/transactionReportPreview	Controls ability to run a detailed transaction report.
agent/payments/scheduleSweep	Overridden by agent/payments/ko_scheduleSweep.
agent/payments/ko_scheduleSweep	Controls access to Schedule Sweep.
agent/payments/batchSweepPayments	Controls ability to submit the sweep queue.
agent/payments/transactionReport	Controls ability to view transaction reports.
agent/payments/showSweepReport	Controls access to Detailed Transaction Report.

Policies
agent/policies	Controls access to Policies.
agent/policies/showAccountHistory	Controls access to Account History.
agent/policies/accountsReceivable/makePayment	Controls ability to make a payment.
agent/policies/submitQuote	Controls ability to submit a quote.
agent/policies/policySetupWizard/risks/getLossHistory	Controls access to Loss History.
agent/policies/createQuote	Controls ability to create a quote.
agent/policies/removePolicy	Controls ability to delete a policy.
agent/policies/submitEndorsement	Controls ability to submit an endorsement.
agent/policies/printApplication	Controls ability to print an application.
agent/policies/createEndorsement	Controls ability to create an endorsement.
agent/policies/removeEndorsement	Controls ability to delete an endorsement.
agent/policies/ko_policy_list	Overridden by agent/policies/ko_list.
agent/policies/ko_attachments	Controls access to Attachments in BritePolicy.
agent/policies/ko_accountsReceivable	Controls access to Accounts Receivable in BritePolicy.
agent/policies/revisionHistory	Controls access to Revision History.
agent/policies/policySetup	Overridden by agent/policies/ko_policySetup.
agent/policies/accountsReceivable	Overridden by agent/policies/ko_accountsReceivable.
agent/policies/list	Controls access to the policies list.
agent/policies/policyNotes	Controls access to Notes.
agent/policies/ko_policySetup	Controls access to Policy Setup.

Policy Setup
agent/policies/policySetupWizard	The agent/policies/policySetupWizard permissions are no longer in use.
agent/policies/policySetupWizard/insureds
agent/policies/policySetupWizard/risks
agent/policies/policySetupWizard/mt_attachments
agent/policies/policySetupWizard/rating
agent/policies/policySetupWizard/submit
agent/policies/policySetupWizard/billing
agent/policies/policySetupWizard/policy
agent/policies/policySetupWizard/electronic_signature

Settings
agent/settings	Controls access to Settings.

Stats
agent/stats	Controls access to Dashboards.
agent/stats/dashboard	Controls access to Dashboards.
agent/stats/agencyProductionDashboard	Controls access to Dashboards.
agent/stats/ae_dashboard	Controls access to Agency Experience dashboard.
agent/stats/lossRatio	Overridden by agent/stats/ko_lossRatio.
agent/stats/commission	Controls access to Commission reports.
agent/stats/lossRun	Controls access to Loss Run.
agent/stats/ko_lossRatio	Controls access to Loss Ratio.
agent/stats/csr_dashboard	Controls access to CSR Dashboard.

Legacy content	Note: Legacy content is a hidden folder used for organizing legacy code and doesn‚Äôt impact end users.
agent/briteapps/legacy_content
agent/briteapps/legacy_content/notifications
agent/claims/legacy_content
agent/claims/legacy_content/documents
agent/claims/legacy_content/accounting
agent/claims/legacy_content/list
agent/payments/legacy_content
agent/payments/legacy_content/scheduleSweep
agent/policies/legacy_content
agent/policies/legacy_content/documents
agent/policies/legacy_content/policySetup
agent/policies/legacy_content/accountsReceivable
agent/policies/legacy_content/list
agent/settings/legacy_content
agent/settings/legacy_content/general
agent/stats/legacy_content
agent/stats/legacy_content/lossRatio
agent/stats/legacy_content/applicationVolume
agent/stats/legacy_content/commission

Claims Permissions

Provider Administrator portal permissions	Description
britecore/claims	Controls access to Claims.
britecore/claims/list	Controls access to the claims list.
britecore/claims/removeClaim	Controls ability to remove a claim.
britecore/claims/processing	Controls access to the Processing screen.
britecore/claims/ko_attachments	Controls access to Attachments in BriteClaims.
britecore/claims/accounting	Controls access to Accounting.
britecore/claims/selectCoverages	Controls access to Coverages.
britecore/claims/newClaimant	Controls ability to add a new claimant.

Accounting
britecore/claims/accounting/recovery	Controls access to a claim‚Äôs Recovery information in the Overview section.
britecore/claims/accounting/transactions	Controls access to the Transactions section.
britecore/claims/accounting/tabs	Controls access to the Accounting sections: Overview, Losses Incurred, Recovery History, and Transactions.
britecore/claims/accounting/overview	Controls access to the Overview section.
britecore/claims/accounting/transactionDate	Controls access to a claim‚Äôs Transaction Date information in the Overview section.
britecore/claims/accounting/reserveTotals	Controls access to a claim‚Äôs Reserve Summary information in the Overview section.
britecore/claims/accounting/recoveries	Controls access to the Recovery History tab and the Recoveries table in the Transactions section.
britecore/claims/accounting/tabsContent	Controls access to the content in the Accounting sections: Overview, Losses Incurred, Recovery History, and Transactions.
britecore/claims/accounting/recHist_table	Controls access to the Recovery History table in the Recovery History section.
britecore/claims/accounting/payments	Controls access to the Payments content in the Transactions section.
britecore/claims/accounting/lossesIncurred	Controls access to the Losses Incurred section.
britecore/claims/accounting/recovery_table	Controls access to the Recovery table in the Overview section.
britecore/claims/accounting/lossIncurred_table	Controls access to the Losses Incurred table in the Losses Incurred section.
britecore/claims/accounting/properties	Controls access to the property content in the Overview section.

Components
britecore/claims/componentsCatastrophes	Controls access to Catastrophes.
britecore/claims/componentsPerils	Controls access to Perils.
britecore/claims/componentsPerilGroups	Controls access to Peril Groups.
britecore/claims/componentsReinsurance	Controls access to Reinsurance.

Contacts
britecore/claims/contacts	Controls access to the Contacts section.
britecore/claims/contacts/fireDepartment	Controls ability to add a Fire Department.
britecore/claims/contacts/supervisor	Controls ability to add a Supervisor.
britecore/claims/contacts/plaintiffAttorney	Controls ability to add a Plaintiff Attorney.
britecore/claims/contacts/reinsurers	Controls ability to add Reinsurers.
britecore/claims/contacts/tabs	Controls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/contacts/publicAdjusters	Controls ability to add Public Adjusters.
britecore/claims/contacts/contractors	Controls ability to add Contractors.
britecore/claims/contacts/policeDepartment	Controls ability to add a Police Department.
britecore/claims/contacts/adjusters	Controls ability to add Adjusters.
britecore/claims/contacts/tabsContent	Controls access to the Contacts tab content.
britecore/claims/contacts/publicClaimsAdjuster	Controls ability to add a Public Claims Adjuster.
britecore/claims/contacts/namedInsureds	Controls ability to add Named Insureds.
britecore/claims/contacts/agents	Controls ability to add Agents.
britecore/claims/contacts/claimants	Controls ability to add Claimants.
britecore/claims/contacts/defendantAttorney	Controls ability to add a Defendant Attorney.
britecore/claims/contacts/mortgagees	Controls ability to add Mortgagees.
britecore/claims/contacts/additionalInterests	Controls ability to add Additional Interests.
britecore/claims/contacts/medicalProvider	Controls ability to add a Medical Provider.

Components
britecore/claims/components/addAReinsurer	Controls ability to add a Reinsurance Contract.
britecore/claims/components/perilGroups_addNew	Controls ability to add Peril Groups.
britecore/claims/components/namedPerils_addNew	Controls ability to add new perils.
britecore/claims/components/paginationPerilGroups	Controls access to Peril Groups pagination.
britecore/claims/components/addAnotherCatastrophe	Controls ability to add a catastrophe.
britecore/claims/components/namedPerils	Controls access to Perils.
britecore/claims/components/reinsuranceContracts	Controls access to Reinsurance Contracts.
britecore/claims/components/perilGroups	Controls access to Peril Groups.

Information
britecore/claims/information	Controls ability to open claims.
britecore/claims/information/tabs	Controls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/information/county	Controls access to the County in the Loss Address section.
britecore/claims/information/chosenCat	Controls access to the selected Catastrophe.
britecore/claims/information/coveragesFiledAgainst	Controls access to the Coverages Filed Against section.
britecore/claims/information/catastrophe	Controls access to the Catastrophe section.
britecore/claims/information/pastClaims	Controls access to the Past Claims section.
britecore/claims/information/coveragesFiledAgainst_list	Controls access to the Coverages Filed Against list.
britecore/claims/information/photos_inner	Controls access to uploaded photos in the Information section.
britecore/claims/information/lossAddress	Controls access to the Loss Address section.
britecore/claims/information/reports_sortReportsByDate	Controls access to sort reports based on a date.
britecore/claims/information/claimDates_addAnother	Controls access to Add a Claim Date.
britecore/claims/information/tabsContent	Controls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/information/photos	Controls access to the Photos section.
britecore/claims/information/dates	Controls access to the Dates section.
britecore/claims/information/uploadedDocuments	Controls access to uploaded documents in the Reports section.
britecore/claims/information/reinsuranceContracts_list	Controls access to listed contracts in the Reinsurance Contacts section.
britecore/claims/information/policyInformation	Controls access to the Policy Information section.
britecore/claims/information/pastClaims_inner	Controls access to the Past Claims section.
britecore/claims/information/reports	Controls access to the Reports section.
britecore/claims/information/uploadReports	Controls ability to Attach Reports.
britecore/claims/information/reinsuranceMonitoring	Controls access to the Monitor for Reinsurance option.
britecore/claims/information/descriptionBox	Controls access to the Description box.
britecore/claims/information/reinsuranceContracts	Controls access to the Reinsurance Contracts section.
britecore/claims/information/dualMastheadClaim	Controls access to This claim is a Dual Masthead claim option.
britecore/claims/information/options	Controls access to Options section.

Notes
britecore/claims/notes	Controls access to Notes.
britecore/claims/alert_notes	Controls access to Alerts.

Top half
britecore/claims/topHalf/claimEmail	Controls access to Email Information Related to Claim.
britecore/claims/topHalf/systemTags	Controls access to System Tags.
britecore/claims/topHalf/descriptionBox	Controls access to the Description box.
britecore/claims/topHalf/claim_	Controls access to the top half of a claim‚Äôs screen.
britecore/claims/topHalf/additionalInformationBox	Controls access to the Additional Information box.

Legacy content	Note: Legacy content is a hidden folder used for organizing legacy code and doesn‚Äôt impact end users.
britecore/claims/legacy_content
britecore/claims/legacy_content/contacts
britecore/claims/legacy_content/componentsCatastrophes
britecore/claims/legacy_content/componentsReinsurance
britecore/claims/legacy_content/componentsPerils
britecore/claims/legacy_content/accounting
britecore/claims/legacy_content/information
britecore/claims/legacy_content/componentsPerilGroups
britecore/claims/legacy_content/list

Contacts Permissions

Provider Administrator portal permissions	Description
britecore/contacts	Controls access to Contacts.
britecore/contacts/list	Controls access to the Contacts module content.
britecore/contacts/storeContactName	Controls ability to add a contact.
britecore/contacts/removeContact	Controls ability to remove a contact.
britecore/contacts/removeContactRole	Controls ability to remove a contact‚Äôs role.
britecore/contacts/configuration	Controls access to Configuration.
britecore/contacts/payments	Controls access to Payments.
britecore/contacts/notes	Controls access to Notes.
britecore/contacts/ko_attachments	Controls access to Attachments.
britecore/contacts/security	Controls access to Security.

Information
britecore/contacts/information	Controls access to contact information.
britecore/contacts/information/loginInformation	Controls access to a contact‚Äôs login information.

Roles
britecore/contacts/role/AdditionalInsured	Controls access to the Additional Insured role.
britecore/contacts/role/AdditionalInterest	Controls access to the Additional Interest role.
britecore/contacts/role/Administrator	Controls access to the Administrator role.
britecore/contacts/role/Agency	Controls access to the Agency role.
britecore/contacts/role/AgencyGroup	Controls access to the Agency Group role.
britecore/contacts/role/Agent	Controls access to the Agent role.
britecore/contacts/role/Attorney	Controls access to the Attorney role.
britecore/contacts/role/BoardMember	Controls access to the Board Member role.
britecore/contacts/role/Carrier	Controls access to the Carrier role.
britecore/contacts/role/Claimant	Controls access to the Claimant role.
britecore/contacts/role/ClaimsAdjuster	Controls access to the Claims Adjuster role.
britecore/contacts/role/ClaimsSupervisor	Controls access to the Claims Supervisor role.
britecore/contacts/role/Contractor	Controls access to the Contractor role.
britecore/contacts/role/Employee	Controls access to the Employee role.
britecore/contacts/role/InCareOf	Controls access to the In Care Of role.
britecore/contacts/role/Inspector	Controls access to the Inspector role.
britecore/contacts/role/LossPayee	Controls access to the Loss Payee role.
britecore/contacts/role/Mortgagee	Controls access to the Mortgagee role.
britecore/contacts/role/NamedInsured	Controls access to the Named Insured role.
britecore/contacts/role/PoliceDepartment	Controls access to the Police Department role.
britecore/contacts/role/PremiumFinanceCompany	Controls access to the Premium Finance Company role.
britecore/contacts/role/PrimaryCarrier	Controls access to the Primary Carrier role.
britecore/contacts/role/Reinsurer	Controls access to the Reinsurer role.
britecore/contacts/role/SurplusLinesProducer	Controls access to the Surplus Lines Producer role.
britecore/contacts/role/Underwriter	Controls access to the Underwriter role.
britecore/contacts/role/UnlistedPayor	Controls access to the Unlisted Payor role.
britecore/contacts/role/Vendor	Controls access to the Vendor role.
britecore/contacts/role/PublicClaimsAdjuster	Controls access to the Public Claims Adjuster role.
britecore/contacts/role/FireDepartment	Controls access to the Fire Department role.
britecore/contacts/role/MedicalProvider	Controls access to the Medical Provider role.

Legacy content	Note: Legacy content is a hidden folder used for organizing legacy code and doesn‚Äôt impact end users.
britecore/contacts/legacy_content
britecore/contacts/legacy_content/payments
britecore/contacts/legacy_content/information
britecore/contacts/legacy_content/list

Lines Permissions

Provider Administrator portal permissions	Description
britecore/lines	Controls access to Lines.
britecore/lines/copyData	Controls ability to use the Copy Data utility.
britecore/lines/utilitiesCopyData	Controls access to the Copy Data utility.
britecore/lines/notes	Controls access to Notes.
britecore/lines/ko_attachments	Controls access to Attachments in BriteLines.

Effective dates
britecore/lines/effectiveDatesList	Controls access to the Lines module content.
britecore/lines/removeEffectiveDate	Controls ability to delete an effective date.
britecore/lines/changeEffectiveDate	Controls ability to edit an effective date.

Components
britecore/lines/componentsPremiumGroups	Controls access to the Premium Groups component.
britecore/lines/componentsLineItemGroupSetup	Controls ability to add a Line Item Group.
britecore/lines/componentsPremiumGroupSetup	Controls ability to add a Premium Group.
britecore/lines/componentsLineItemGroups	Controls access to the Line Item Groups component.
britecore/lines/componentsDeductibleGroups	Controls access to the Deductible Groups component.
britecore/lines/removeLineItemGroup	Controls ability to delete a Line Item Group.
britecore/lines/removePremiumGroup	Controls ability to delete a Premium Group.

Line items
britecore/lines/editLineItem	Controls ability to add line items.
britecore/lines/removeLineItem	Controls ability to delete line items.
britecore/lines/reorderLineItem	Controls ability to reorder line items.

Policy type
britecore/lines/policyTypesList	Controls access to the Policy Types screen.
britecore/lines/policyType	Controls access to the Policy Types screen.
britecore/lines/reorderPolicyType	Controls ability to reorder policy types.
britecore/lines/removePolicyType	Controls ability to delete policy types.
britecore/lines/changePolicyTypeInfo	Controls ability to edit policy types.
britecore/lines/changePolicyTypeName	Controls ability to edit policy type names.

Sublines
britecore/lines/createSublineItem	Controls ability to add line items to sublines.
britecore/lines/editSubline	Controls ability to edit sublines.
britecore/lines/removeSubline	Controls ability to delete sublines.

Supplemental questions
britecore/lines/createGroupSupplementalQuestion	Controls ability to add supplemental question groups.
britecore/lines/createSupplementalQuestionGroup	Controls ability to add supplemental question groups.
britecore/lines/removeSupplementalQuestion

Permissions

Agent Portal Permissions

Claims Permissions

Contacts Permissions

Lines Permissions

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