Standard roles in PolicyCenter

With the appropriate permissions, you can access the list of roles by navigating to Administration > Users & Security > Roles. The following table lists the standard roles in PolicyCenter:

Role name	Role type	Description
Audit Examiner	User Role	Permissions for an audit examiner who processes audits received from the premium auditors. Typically, an audit examiner has visibility to underwriting information, but only write access to audit information.
Community Admin	User Role	Permissions for administration of the PolicyCenter community model (producer organizations, groups, users, and other administrative data).
Integration Admin	User Role	Permissions for an integration administrator. This role typically performs duties such as SOAP administration.
Loss Control	User Role	Permissions for a loss control user. This user typically inspects businesses for underwriting purposes. In the default configuration, this role is a placeholder.
Premium Auditor	User Role	Permissions for a premium auditor who performs audits. A premium auditor is usually an internal employee who is not physically located at the insurer’s office. Typically, a premium auditor has the same permissions as the `Audit Examiner` role, but cannot manually price the policy, bind, or complete the audit.
Processor	User Role	Permissions for a processor who typically has responsibility for policy management and production activities, but who is not part of the underwriting or audit organization. In the default configuration, this role is a placeholder.
Producer	User Producer Code Role	Permissions for a producer. This role is for an agent or broker. Has view access to underwriting information, but only write access to a limited number of jobs.
Producer Code - Basics	Producer Code Role	A subset of the overall permissions for a producer. Can be assigned to a producer code to limit the rights available when using that producer code.
Producer Code - Cancellations	Producer Code Role	A subset of the overall permissions for a producer with permissions for cancellation jobs. Can be assigned to a producer code to limit the rights available when using that producer code.
Producer Code - Policy Changes	Producer Code Role	A subset of the overall permissions for a producer with permissions for policy change jobs. Can be assigned to a producer code to limit the rights available when using that producer code.
Producer Code - Renewals	Producer Code Role	A subset of the overall permissions for a producer with permissions for renewal jobs. Can be assigned to a producer code to limit the rights available when using that producer code.
Producer Code - Submissions	Producer Code Role	A subset of the overall permissions for a producer with permissions for submission jobs. Can be assigned to a producer code to limit the rights available when using that producer code.
Producer Clerical	User Role	Base permissions for a clerical worker of an external producer organization. Has access to only limited policy information.
Reporting Admin	User Role	Permissions for a user administering reports. In the default configuration, this role is a placeholder.
Rule Admin	User Role	Permissions for a user administering system rules.
Underwriter	User Role	Permissions for an underwriter.
Underwriter Assistant	User Role	Permissions for an underwriter assistant. Typically, these permissions are more limited than for an underwriter.
Underwriting Supervisor	User Role	Base permissions for an internal insurer’s underwriting supervisor. Also includes additional management permissions.
User Admin	User Role	Permissions for user administrator, including granting or revoking of roles. Assign this role to external users responsible for administering the users within their organization.

Administrators can assign roles to users. They can also create new roles and add or remove permissions from a role through the Administration tab. To learn more, see Working with users and security.

Account-level security

Producer code security applies at the account, policy, and job levels. An account contains an array of producer codes which determines access to the account. By default, this array comprises all producer codes of service from bound policies on the account. You can modify this logic with Gosu in Studio in the ensureProducerOfServiceFromAccount method in PolicyPeriodBaseEnhancement.gsx.