BriteCore permissions

Permissions

Agent portal permissionsDescription
agentControls access to the Agent portal.
BriteApps
agent/briteappsControls access to BriteApps.
agent/briteapps/notificationsControls access to Notifications.
Claims
agent/claimsControls access to Claims.
agent/claims/listOverridden by agent/claims/ko_list and agent/claims/ko_disabled-list.
agent/claims/ko_listControls access to the claims list.
agent/claims/disabled-listControls access to the claims list.
agent/claims/documentsOverridden by agent/claims/ko_documents.
agent/claims/ko_documentsControls access to Documents in Gen 3.
agent/claims/editClaimControls ability to edit a claim.
agent/claims/ko_accountingControls access to Accounting in Gen 3.
agent/claims/ko_attachmentsControls access to Attachments in Gen 3.
agent/claims/accountingOverridden by agent/claims/ko_accounting.
agent/claims/createClaimControls ability to create a claim.
agent/claims/submitClaimControls ability to submit a claim.
agent/claims/accounting/reservesControls access to Losses Incurred.
Payments
agent/paymentsControls access to Payments.
agent/payments/transactionReportPreviewControls ability to run a detailed transaction report.
agent/payments/scheduleSweepOverridden by agent/payments/ko_scheduleSweep.
agent/payments/ko_scheduleSweepControls access to Schedule Sweep in Gen 3.
agent/payments/batchSweepPaymentsControls ability to submit the sweep queue.
agent/payments/transactionReportControls ability to view transaction reports.
agent/payments/showSweepReportControls access to Detailed Transaction Report.
Policies
agent/policiesControls access to Policies.
agent/policies/showAccountHistoryControls access to Account History.
agent/policies/accountsReceivable/makePaymentControls ability to make a payment.
agent/policies/submitQuoteControls ability to submit a quote.
agent/policies/policySetupWizard/risks/getLossHistoryControls access to Loss History.
agent/policies/createQuoteControls ability to create a quote.
agent/policies/removePolicyControls ability to delete a policy.
agent/policies/submitEndorsementControls ability to submit an endorsement.
agent/policies/printApplicationControls ability to print an application.
agent/policies/createEndorsementControls ability to create an endorsement.
agent/policies/removeEndorsementControls ability to delete an endorsement.
agent/policies/ko_policy_listOverridden by agent/policies/ko_list.
agent/policies/ko_attachmentsControls access to Attachments in Gen 3.
agent/policies/ko_accountsReceivableControls access to Accounts Receivable in Gen 3.
agent/policies/revisionHistoryControls access to Revision History.
agent/policies/policySetupOverridden by agent/policies/ko_policySetup.
agent/policies/accountsReceivableOverridden by agent/policies/ko_accountsReceivable.
agent/policies/listControls access to the policies list.
agent/policies/policyNotesControls access to Notes.
agent/policies/ko_policySetupControls access to Policy Setup.
Policy Setup
agent/policies/policySetupWizardThe 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/settingsControls access to Settings.
Stats
agent/statsControls access to Dashboards.
agent/stats/dashboardControls access to Dashboards.
agent/stats/agencyProductionDashboardControls access to Dashboards.
agent/stats/ae_dashboardControls access to Agency Experience dashboard.
agent/stats/lossRatioOverridden by agent/stats/ko_lossRatio.
agent/stats/commissionControls access to Commission reports.
agent/stats/lossRunControls access to Loss Run.
agent/stats/ko_lossRatioControls access to Loss Ratio in Gen 3.
agent/stats/csr_dashboardControls access to CSR Dashboard.
Legacy contentNote: Legacy content is a hidden folder used for organizing legacy code and doesn’t 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

Provider Administrator portal permissionsDescription
britecore/claimsControls access to Claims.
britecore/claims/listControls access to the claims list.
britecore/claims/removeClaimControls ability to remove a claim.
britecore/claims/processingControls access to the Processing screen.
britecore/claims/ko_attachmentsControls access to Attachments in Gen 3.
britecore/claims/accountingControls access to Accounting.
britecore/claims/selectCoveragesControls access to Coverages.
britecore/claims/newClaimantControls ability to add a new claimant.
Accounting
britecore/claims/accounting/recoveryControls access to a claim’s Recovery information in the Overview section.
britecore/claims/accounting/transactionsControls access to the Transactions section.
britecore/claims/accounting/tabsControls access to the Accounting sections: Overview, Losses Incurred, Recovery History, and Transactions.
britecore/claims/accounting/overviewControls access to the Overview section.
britecore/claims/accounting/transactionDateControls access to a claim’s Transaction Date information in the Overview section.
britecore/claims/accounting/reserveTotalsControls access to a claim’s Reserve Summary information in the Overview section.
britecore/claims/accounting/recoveriesControls access to the Recovery History tab and the Recoveries table in the Transactions section.
britecore/claims/accounting/tabsContentControls access to the content in the Accounting sections: Overview, Losses Incurred, Recovery History, and Transactions.
britecore/claims/accounting/recHist_tableControls access to the Recovery History table in the Recovery History section.
britecore/claims/accounting/paymentsControls access to the Payments content in the Transactions section.
britecore/claims/accounting/lossesIncurredControls access to the Losses Incurred section.
britecore/claims/accounting/recovery_tableControls access to the Recovery table in the Overview section.
britecore/claims/accounting/lossIncurred_tableControls access to the Losses Incurred table in the Losses Incurred section.
britecore/claims/accounting/propertiesControls access to the property content in the Overview section.
Components
britecore/claims/componentsCatastrophesControls access to Catastrophes.
britecore/claims/componentsPerilsControls access to Perils.
britecore/claims/componentsPerilGroupsControls access to Peril Groups.
britecore/claims/componentsReinsuranceControls access to Reinsurance.
Contacts
britecore/claims/contactsControls access to the Contacts section.
britecore/claims/contacts/fireDepartmentControls ability to add a Fire Department.
britecore/claims/contacts/supervisorControls ability to add a Supervisor.
britecore/claims/contacts/plaintiffAttorneyControls ability to add a Plaintiff Attorney.
britecore/claims/contacts/reinsurersControls ability to add Reinsurers.
britecore/claims/contacts/tabsControls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/contacts/publicAdjustersControls ability to add Public Adjusters.
britecore/claims/contacts/contractorsControls ability to add Contractors.
britecore/claims/contacts/policeDepartmentControls ability to add a Police Department.
britecore/claims/contacts/adjustersControls ability to add Adjusters.
britecore/claims/contacts/tabsContentControls access to the Contacts tab content.
britecore/claims/contacts/publicClaimsAdjusterControls ability to add a Public Claims Adjuster.
britecore/claims/contacts/namedInsuredsControls ability to add Named Insureds.
britecore/claims/contacts/agentsControls ability to add Agents.
britecore/claims/contacts/claimantsControls ability to add Claimants.
britecore/claims/contacts/defendantAttorneyControls ability to add a Defendant Attorney.
britecore/claims/contacts/mortgageesControls ability to add Mortgagees.
britecore/claims/contacts/additionalInterestsControls ability to add Additional Interests.
britecore/claims/contacts/medicalProviderControls ability to add a Medical Provider.
Components
britecore/claims/components/addAReinsurerControls ability to add a Reinsurance Contract.
britecore/claims/components/perilGroups_addNewControls ability to add Peril Groups.
britecore/claims/components/namedPerils_addNewControls ability to add new perils.
britecore/claims/components/paginationPerilGroupsControls access to Peril Groups pagination.
britecore/claims/components/addAnotherCatastropheControls ability to add a catastrophe.
britecore/claims/components/namedPerilsControls access to Perils.
britecore/claims/components/reinsuranceContractsControls access to Reinsurance Contracts.
britecore/claims/components/perilGroupsControls access to Peril Groups.
Information
britecore/claims/informationControls ability to open claims.
britecore/claims/information/tabsControls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/information/countyControls access to the County in the Loss Address section.
britecore/claims/information/chosenCatControls access to the selected Catastrophe.
britecore/claims/information/coveragesFiledAgainstControls access to the Coverages Filed Against section.
britecore/claims/information/catastropheControls access to the Catastrophe section.
britecore/claims/information/pastClaimsControls access to the Past Claims section.
britecore/claims/information/coveragesFiledAgainst_listControls access to the Coverages Filed Against list.
britecore/claims/information/photos_innerControls access to uploaded photos in the Information section.
britecore/claims/information/lossAddressControls access to the Loss Address section.
britecore/claims/information/reports_sortReportsByDateControls access to sort reports based on a date.
britecore/claims/information/claimDates_addAnotherControls access to Add a Claim Date.
britecore/claims/information/tabsContentControls access to the Information, Contacts, Accounting, Notes, and Attachments content.
britecore/claims/information/photosControls access to the Photos section.
britecore/claims/information/datesControls access to the Dates section.
britecore/claims/information/uploadedDocumentsControls access to uploaded documents in the Reports section.
britecore/claims/information/reinsuranceContracts_listControls access to listed contracts in the Reinsurance Contacts section.
britecore/claims/information/policyInformationControls access to the Policy Information section.
britecore/claims/information/pastClaims_innerControls access to the Past Claims section.
britecore/claims/information/reportsControls access to the Reports section.
britecore/claims/information/uploadReportsControls ability to Attach Reports.
britecore/claims/information/reinsuranceMonitoringControls access to the Monitor for Reinsurance option.
britecore/claims/information/descriptionBoxControls access to the Description box.
britecore/claims/information/reinsuranceContractsControls access to the Reinsurance Contracts section.
britecore/claims/information/dualMastheadClaimControls access to This claim is a Dual Masthead claim option.
britecore/claims/information/optionsControls access to Options section.
Notes
britecore/claims/notesControls access to Notes.
britecore/claims/alert_notesControls access to Alerts.
Top half
britecore/claims/topHalf/claimEmailControls access to Email Information Related to Claim.
britecore/claims/topHalf/systemTagsControls access to System Tags.
britecore/claims/topHalf/descriptionBoxControls access to the Description box.
britecore/claims/topHalf/claim_Controls access to the top half of a claim’s screen.
britecore/claims/topHalf/additionalInformationBoxControls access to the Additional Information box.
Legacy contentNote: Legacy content is a hidden folder used for organizing legacy code and doesn’t 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

Provider Administrator portal permissionsDescription
britecore/contactsControls access to Contacts.
britecore/contacts/listControls access to the Contacts module content.
britecore/contacts/storeContactNameControls ability to add a contact.
britecore/contacts/removeContactControls ability to remove a contact.
britecore/contacts/removeContactRoleControls ability to remove a contact’s role.
britecore/contacts/configurationControls access to Configuration.
britecore/contacts/paymentsControls access to Payments.
britecore/contacts/notesControls access to Notes.
britecore/contacts/ko_attachmentsControls access to Attachments in Gen 3.
britecore/contacts/securityControls access to Security.
Information
britecore/contacts/informationControls access to contact information.
britecore/contacts/information/loginInformationControls access to a contact’s login information.
Roles
britecore/contacts/role/AdditionalInsuredControls access to the Additional Insured role.
britecore/contacts/role/AdditionalInterestControls access to the Additional Interest role.
britecore/contacts/role/AdministratorControls access to the Administrator role.
britecore/contacts/role/AgencyControls access to the Agency role.
britecore/contacts/role/AgencyGroupControls access to the Agency Group role.
britecore/contacts/role/AgentControls access to the Agent role.
britecore/contacts/role/AttorneyControls access to the Attorney role.
britecore/contacts/role/BoardMemberControls access to the Board Member role.
britecore/contacts/role/CarrierControls access to the Carrier role.
britecore/contacts/role/ClaimantControls access to the Claimant role.
britecore/contacts/role/ClaimsAdjusterControls access to the Claims Adjuster role.
britecore/contacts/role/ClaimsSupervisorControls access to the Claims Supervisor role.
britecore/contacts/role/ContractorControls access to the Contractor role.
britecore/contacts/role/EmployeeControls access to the Employee role.
britecore/contacts/role/InCareOfControls access to the In Care Of role.
britecore/contacts/role/InspectorControls access to the Inspector role.
britecore/contacts/role/LossPayeeControls access to the Loss Payee role.
britecore/contacts/role/MortgageeControls access to the Mortgagee role.