Users

Overview

In Appulate, users can have different roles (Admin, User, or Viewer) and designations (Producer, CSR, Underwriter).

Admins have the most actions available, including setting up a new user or deleting a user.

You can view your role and designation on your profile page. To open it, click your name in the top-right corner of any Appulate page. You can also select My Profile in the Setup menu.

User roles

Your user role determines the scope of actions available to you in Appulate. You can be an Admin, a User, or a Viewer.

Admins have the most actions available. This mostly concerns various setup actions, including setting up a new user or deactivating a user. This also applies to company settings.

For example, an Admin's Setup menu contains the following options:

• Company 
• Users
• Insurance Lines
• Email Templates
• Settings
• My Profile

while a User's Setup menu contains Email Templates and My Profile. As a role with the most restrictions, a Viewer's Setup menu only contains the latter.

To change a User to an Admin, an Admin needs to:

• click Users in the Setup menu;
• click (Edit user) for the User to open their profile page;
• select Admin in the User role field's dropdown;
• click Save at the bottom of the profile page to apply the changes.

To change a Viewer to a User:

• open this Viewer's profile page via the Users page;
• click Upgrade Role at the bottom of the page. 

For more information, see Viewers.

Data isolation level

Admin users can set the Data isolation level in their company's Settings. Data isolation level determines data access within your company. 

Company users with the User role can have the following data access levels within their location or within the company:

• Low: A company user can view and modify all the available insured, quote requests, and policies.
• Medium: A company user can view and modify the insured, quote requests, and policies to which they are assigned as a producer or CSR, and can view the others.
• High: A company user can view and modify only the insured, quote requests, and policies to which they are assigned as a producer or CSR.

As an Admin, you can also set the Interlocation isolation level. This is the level of data access security between the branches of your company.

Company users with the User role can have the following divisional access levels to the permitted by their Data isolation level insured, quote requests, and policies:

• Shared: A company user has access to all the permitted entities within the company.
• Isolated: A company user has access to the permitted entities belonging to the user’s location only. An entity is considered to belong to a location if any user from this location is assigned to this entity as a producer or CSR.

User designations

Your user designation is your responsibilities within your company. This affects your Appulate workflow.

Appulate has the following user designations:

• a Producer (applicable to agencies) runs quote requests and policies for the insured.
• an Underwriter (applicable to markets) evaluates the risk and exposures of the potential insured.
• a CSR (customer service representative) interacts with the insured on behalf of their agency or market. 

All user roles can change their designation:

• Open your user profile by clicking your name in the top-right corner of any Appulate page. You can also select My Profile in the Setup menu.
• Select a designation in the User designation field's dropdown.
• Click Save at the bottom of the page.

Admins can change others' designations by accessing their profiles via the Users page.

Assigning an Underwriter or CSR as an agency user

As an agency or MGA user, you can sometimes assign an Underwriter yourself.

The Contact column displays the market contact (typically the Underwriter) responsible for the quote request on the market's side.

For non-Appulate markets, you can assign this contact by clicking Select. To change the contact, click the current contact and select another one from the list. 

You can also add a new contact by clicking:

• Add new contact in the Select dialog;
• Add in the Contact column (if this market has no active users).

This new contact will be marked as favorite.

Once you request a quote, this assigned user will be automatically selected as the Underwriter or the CSR of this quote request on the market's Summary depending on this user's designation.

Assigning an Underwriter or CSR as a market user

As a market user, you can assign your Underwriter or CSR on the existing quote request's Summary. You can assign or reassign the Underwriter or CSR by clicking the associated field and selecting from your company's users.

For quote requests and policies, you can also assign an Underwriter or CSR:

• when creating a quote request or policy. For existing policies, you can assign them on the Policy page.
• on the Quotes menu pages, for example New/Unassigned. 

Moreover, you can assign an Underwriter and CSR to an agency as a whole on its Agency Info tab (Agencies > Selected > click an agency to open its page). These users will be automatically assigned to all incoming quote requests from this agency.

Assigning a Producer or CSR as an agency user

Agency users can assign and reassign a Producer or CSR on the quote request's Summary. Just click the associated field and select from your company's users.

You can also assign a Producer or CSR when creating a quote request or policy. For existing policies, you can assign them on the Policy page.

Assigning a Producer or CSR as a market user

If a quote request or policy has been created by a market, its users can assign a Producer or CSR.