Producer codes roles customized by user
PolicyCenter supports an even deeper level of security configuration by user. Building upon the previous example, suppose that there is an agent who is generally Level 3, with broad rights within PolicyCenter. Other agents within the agency are also Level 3. The agency has producer codes that multiple agents use. Each producer code is associated with a variety of different permissions. The agent is generally Level 3, and Level 3 generally has the rights to perform submissions, policy changes, and renewals. However, this agent has not yet been properly trained on the renewal process for workers’ compensation. You can configure the system to prohibit this agent from doing renewals.
Two ways to configure
There are two ways to prohibit an agent
from doing renewals. The first way is to create a new application permission,
specific to workers’ compensation renewals. This application permission
is checked in the appropriate PCF files for workers’ compensation renewals.
There would be a separate user role for Producer - Level 3 without WC Renewal
that does not have the WC renewal permission. However, if this type of
situation is common, creating many new permissions would make maintenance
of the insurer’s configuration challenging.
The second possibility is to use a deeper
level of security configuration. You can configure the producer code
roles allowed for a particular producer code by a particular user. By
default, all producer code roles associated with the producer code are
allowed for users given that producer code. But an administrator can
turn off specific roles for just that user on just that producer code.
In this use case, the administrator unchecks the Producer - Renewal role for the
workers’ compensation producer code for this agent in the Administration tab. The administrator
leaves the other producer code roles enabled. Therefore, just that user’s
permissions are limited more for just that one producer code.