View or edit an authority profile

About this task

Follow these steps to view or edit an authority profile.

Procedure

  1. From the Administration > Users & Security menu, select Authority Profiles.
  2. Click an authority profile such as Agent 1. PolicyCenter displays the authority grants for Agent 1. Or, click New to add a new authority profile.
  3. Click Edit to add or modify an authority grant.
  4. Click Add to add an authority grant. Select a Type.
    The authority grant uses values defined for the underwriting rules. The Comparison column is a value comparator. For At most, At least, and In Set grants, you can specify the amount or set in the Value column. The user with this authority grant can approve amounts or jurisdictions within these limits. The authority grant can have a default offset or percentage. If so, the approval limit is increased or decreased by this amount.