Role-based security map

RoleRole typeLog in with assigned credentials?BriteCore accessFunctionFunction Limitation
Additional InsuredIndividual/OrganizationNoN/AAdd information to a policy on the Information tab.
Receives designated deliverables and can be billed.
N/A
Additional InterestIndividual/OrganizationNoN/AAdd information to a policy on the Information tab.
Receives designated deliverables and can be billed.
N/A
AdministratorIndividual/OrganizationYesBriteCoreThe 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.
AgentIndividualYesAgent portalQuote, 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.
AgencyOrganizationYesAgent portalQuote, 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 GroupOrganizationYesAgent portalView 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.
AttorneyIndividual/OrganizationNoN/AAdd information to claims on the Contacts tab.N/A
Board MemberIndividual/OrganizationNoN/AUse only for Contacts module information.N/A
ClaimantIndividual/OrganizationNoN/AAdd to a liability claim on the Contacts tab.N/A
Claims AdjusterIndividual/OrganizationYesBriteCoreAccess 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 SupervisorIndividualYes
Note: In classic BriteCore, the Claims Supervisor role has access via the same role as the claims adjuster.
Claims
CarrierOrganizationYesBriteCore
ContractorIndividual/OrganizationNoN/AAdd to a claim on the Contacts tab.N/A
DriverIndividual/OrganizationNoN/A
Fire DepartmentOrganizationNoN/A
In Care OfIndividual/OrganizationNoN/ANote: This role currently doesn’t serve any active functions in BriteCore.N/A
InspectorIndividualNoN/AAdd information to a policy’s Information tab.N/A
Insured Portal UserIndividualNoN/A
Loss PayeeIndividual/OrganizationNoN/AAdd information to a policy’s Information tab.
Receives designated deliverables and can be billed.
N/A
Medical ProviderIndividual/OrganizationNoN/A
MortgageeOrganizationNoN/AAdd 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
EmployeeIndividualYesBriteCoreAccess 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 InsuredIndividual/OrganizationNoN/AAdd 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 DepartmentOrganizationNoN/A
Premium Finance CompanyOrganizationNoN/AAdd information to a policy on the Information tab.
Appears on the Dec.
N/A
Primary CarrierOrganizationNoN/AThe name appears throughout BriteCore in places such as the top of BriteCore and BriteQuote screens and the payment gateway.N/A
Public Claims AdjusterIndividual/OrganizationNoN/A
ReinsurerOrganizationNoN/AAdd 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 ProducerIndividual/OrganizationNoN/A
UnderwriterIndividualYesBriteCoreAccess 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 PayorIndividual/OrganizationNoN/AAny 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
VendorIndividual/OrganizationNoN/ANote: This role currently is only to be used with one of BriteCore’s vendor integrations.N/A