Roles & Permissions

Review role definitions, scope rules and effective permission impact.

Active

ROLE	ASSIGNED USERS	STATUS
Platform OwnerROLE-001	1	Active
Compliance AdministratorROLE-011	4	Active
Platform AdministratorROLE-012	3	Active
Organization OwnerROLE-021	18	Active
Agency OwnerROLE-022	18	Active
Agency AdministratorROLE-023	13	Active
NavigatorROLE-034	23	Active
P&C AgentROLE-041	31	Active
Wealth AdvisorROLE-042	17	Active
Household AdminROLE-SETUP-0	0	Active
Household MemberROLE-SETUP-1	0	Active
Organization AdministratorROLE-SETUP-3	0	Active
Life AgentROLE-SETUP-6	0	Active
Health AgentROLE-SETUP-7	0	Active
Tax AdvisorROLE-SETUP-9	0	Active
Estate / AttorneyROLE-SETUP-10	0	Active

Showing 1–16 of 16 filtered (16 total)