ROLE CODE

ROLE NAME

Role Description

OPS

Operational Leader

•Access to Broker and RTM reports.

•Ability to see Splits.

•Ability to see Posting Records.

•Edit rights on all accounts.

•Ability to edit cancellation and reinstatement information.

•Ability to add payees (producers).

COM

Communications

•Ability to view and EDIT all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to access subscribed reports.

•Ability to access Operational reports.

•Will not have access to posting record.

•Will not have access to splits.

•Will not be able to edit cancellation and reinstatement information

*This role may be used for individuals who create client deliverables or send communications to clients.  These individuals typically work on the entire book rather than a select list of accounts.

SVC1

Servicer 1

•Ability to view all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to access subscribed reports.

•Will not have access to posting record.

•Will not have access to splits.

•Will not be able to edit cancellation and reinstatement information

SVC2

Servicer 2

•Ability to view all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to edit cancellation and reinstatement information.

•Ability to access subscribed reports.

•Will not have access to posting record.

•Will not have access to splits.

SVC3

Servicer 3

•Ability to view all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to edit cancellation and reinstatement information.

•Ability to access subscribed reports.

•Ability to access posting record.

•Ability to access splits.

SVC4

Servicer 4

•Ability to view all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to edit cancellation and reinstatement information.

•Ability to access subscribed reports.

•Ability to access posting record.

•Ability to access splits.

•Ability to access Operational Reporting

SVC5

Servicer 5

•Ability to view and EDIT all accounts based on access area.

•Ability to add activity log records for every account.

Ability to edit accounts when listed on the Service Info page.

•Ability to edit cancellation and reinstatement information.

•Ability to access subscribed reports.

•Will not have access to posting record.

•Will not have access to splits.

*This role may be used for project clean-up or individuals that work on the entire book rather than a select list of accounts.    

PDR

Producer

•Ability to view all accounts based on access area.

•Ability to add activity log records for every account.

•Ability to edit accounts when listed on the Service Info page.

•Ability to access subscribed reports.

•Will not have access to posting record.

•Will not have access to splits.

•Will not be able to edit cancellation and reinstatement information.

*This role is the same as the Servicer1 role with the exception that the producer role will only see the accounts he/she is listed on.  

NON

Non-User

• Will not have ability to log into the system.
 *This role could be given to a producer that needs to be listed as a primary sales lead, but will never log into the system.  

AMGR

Accounting Manager

•Ability to view all accounts and plans within the access area.

•Ability to view posting record on all plans within the access area.  

•Ability to add and edit statements.  

•Access to all Revenue Tracking reporting