Rating overrides permissions

The user must have the correct permissions to view or edit rating overrides. Permissions allow you to view or modify the Override screen. Permissions allow you to see messages related to rating overrides on the Quote screen.

The following table lists the permissions associated with rating overrides.

Permission

Description

Edit rate and premium overrides

This permission allows you to:

  • Edit or clear overrides on the Rating Overrides screen.
  • View messages about rating overrides on the Quote screen.
  • Rate the policy again.

In the base configuration, only underwriters have this permission.

The code for this permission is editratingoverrides.

View rate and premium overrides

This permission allows you to:

  • View the Rating Overrides screen.
  • View messages about rating overrides on the Quote screen.

In the base configuration, underwriters and other internal users such as policy processors and managers have this permission. Agents and other external users do not have this permission.

The code for this permission is viewratingoverrides.