---
title: Viewers
description: This article provides information on viewers in Appulate. In Appulate, viewers are market and agency users whose scope of actions is limited. Admin users can upgrade viewers to regular users. The foll
---

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2. [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en)
3. [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users)

# Viewers

This article provides information on viewers in Appulate.

- [Overview](https://help.appulate.com/en/knowledge/viewers#overview)
- [Creating a market viewer](https://help.appulate.com/en/knowledge/viewers#market_user)
- [Creating an agency viewer](https://help.appulate.com/en/knowledge/viewers#agency_user) 
    - [When assigning a Producer/CSR](https://help.appulate.com/en/knowledge/viewers#assigning-producer-csr)
    - [When sending a quote cover letter](https://help.appulate.com/en/knowledge/viewers#quote-cover-letter)
    - [When sending the questionnaire on the MSQA/QSQA](https://help.appulate.com/en/knowledge/viewers#ask-agent-msqa)
- [Upgrading viewers' role](https://help.appulate.com/en/knowledge/viewers#upgrade)

### Overview

In Appulate, viewers are [market](https://help.appulate.com/en/knowledge/viewers#market_user) and [agency](https://help.appulate.com/en/knowledge/viewers#agency_user) users whose scope of actions is limited. [Admin users](https://help.appulate.com/en/knowledge/users?hsLang=en#role) can [upgrade](https://help.appulate.com/en/knowledge/viewers#upgrade) viewers to regular users.

The following restrictions apply to viewers:

- Viewers cannot create new insured, but can add new policies or quote requests for the existing insured;
- Viewers can access and edit only those insured to which they have been assigned (as a [CSR or Producer](https://help.appulate.com/en/knowledge/users?hsLang=en));
- Viewers cannot [merge the insured](https://help.appulate.com/en/knowledge/all-insured-page?hsLang=en#Actions) and [renew policies](https://help.appulate.com/en/knowledge/renewal?hsLang=en), as well as [delete the insured](https://help.appulate.com/en/knowledge/all-insured-page?hsLang=en#Actions) and policies;
- Viewers cannot change the [assigned Underwriters and CSRs](https://help.appulate.com/en/knowledge/users?hsLang=en#designation);
- Although the [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) is displayed to viewers, they cannot [add](https://help.appulate.com/en/knowledge/adding-markets-and-login-credentials?hsLang=en) and perform actions upon markets;
- Viewers can edit all information on their **My Profile** page except their user role and location;
- Viewers cannot sent [LossRunner](https://help.appulate.com/en/knowledge/lossrunner?hsLang=en) requests;
- Viewers can download, send by email or fax [ACORD and non-customer supplemental forms](https://help.appulate.com/en/knowledge/acord-and-supplemental-form-restrictions?hsLang=en), but only with watermarks;
- Viewers cannot use [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink);
- Viewers cannot [send a form](https://help.appulate.com/en/knowledge/sending-form-to-complete?hsLang=en) or [a questionnaire to complete](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en);
- Viewers cannot [sign documents](https://help.appulate.com/en/knowledge/esignature?hsLang=en) on the [Quote request page;](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en)
- Viewers cannot access the [Certificates page](https://help.appulate.com/en/knowledge/certificates?hsLang=en).

### Creating a market viewer

Agency users can create market viewers in submissions to markets that have Email, eSubmission and Weblink [submission types](https://help.appulate.com/en/knowledge/submission-types?hsLang=en).

[![adding a market viewer](https://help.appulate.com/hs-fs/hubfs/2024-02-07_16-20-30%20market%20viewer.gif?width=688&height=301&name=2024-02-07_16-20-30%20market%20viewer.gif)](https://help.appulate.com/hubfs/2024-02-07_16-20-30%20market%20viewer.gif?hsLang=en)

To create a market viewer:

1\. Click **Select** (**Add**) in the **Contact** column on the **Quote request** page.

2\. This opens a dialog for selecting market contacts. There, click **Add new contact**. 

3\. Fill in the fields in the **Add favorite market contact** dialog. All fields except **Phone** are required. 

4\. Click **Save**.

The new market viewer will be marked as a [favorite contact](https://help.appulate.com/en/knowledge/favorite-contacts?hsLang=en).

Note: You can also create a market viewer when requesting a quote from a market with the Email [submission type](https://help.appulate.com/en/knowledge/submission-types?hsLang=en). The **Add favorite market contact** dialog will open if you type a new email in the **To** field.

### Creating an agency viewer

#### When assigning a Producer/CSR

Market users can create agency viewers when [assigning a Producer or CSR](https://help.appulate.com/en/knowledge/assigning-an-agency?hsLang=en) for a quote request or policy.

The agency viewer will receive an email notification that an account in Appulate has been set up for them to manage submissions in Appulate. The email will contain a link to the [Change password](https://help.appulate.com/en/knowledge/password-reset?hsLang=en) page.

Note: The agency has to have the **Control of agency users by markets** setting (**Setup** menu \> **Settings**) enabled for viewers to be created. 

[![adding an agency viewer](https://help.appulate.com/hs-fs/hubfs/2024-02-07_16-26-50%20add%20agent.gif?width=688&height=305&name=2024-02-07_16-26-50%20add%20agent.gif)](https://help.appulate.com/hubfs/2024-02-07_16-26-50%20add%20agent.gif?hsLang=en)

To create an agency viewer:

1\. Click **Agency: \[Agency name\]** or **Agency: Select** ([main contact panel](https://help.appulate.com/en/knowledge/contacts?hsLang=en#main_contact_market)) on top of the [Quote request page](https://help.appulate.com/en/knowledge/new-quote-request-page?hsLang=en) or [Policy page](https://help.appulate.com/en/knowledge/new-policy-interface?hsLang=en).

2\. In the dropdown, click the ![2023-11-10\_15-52-26](https://help.appulate.com/hs-fs/hubfs/2023-11-10_15-52-26.png?width=36&height=31&name=2023-11-10_15-52-26.png) **Add agent** button.

3\. Fill in the fields in the **Add new** **agent** dialog. All fields are required.

4\. Click **Save**. 

#### When sending a quote cover letter

You can also create an agency viewer when sending a [quote cover letter](https://help.appulate.com/en/knowledge/quotes?hsLang=en).

- When you enter an email address that doesn't exist in the submitting agency in the **Send Quote Cover Letter** dialog's **To** field, the **Add contact** dialog will appear.
- The new viewer will be added when you click **Add** in the dialog, even if you don't end up sending the email.

[![Add contact dialog](https://help.appulate.com/hs-fs/hubfs/2023-10-16_16-14-22.png?width=688&height=387&name=2023-10-16_16-14-22.png)](https://help.appulate.com/hubfs/2023-10-16_16-14-22.png?hsLang=en)

#### When sending the questionnaire on the MSQA/QSQA, Insured tab or Forms tab

Market users can create agency viewers when sending a [Send to complete](https://help.appulate.com/en/knowledge/sending-form-or-questionnaire-to-complete?hsLang=en) request for an agent to complete the questionnaire.

An agency viewer will be added if you:

- type in an email address not present in Appulate's database in the **Send questionnaire to** field of the **Send to complete** dialog;
- and then click **Send** in the email.

If you have [assigned an agency](https://help.appulate.com/en/knowledge/assigning-an-agency?hsLang=en) to this quote request, the agency viewer will be created in this agency.

### Upgrading viewers' role

If you are an admin user, you can upgrade your agency's or market's viewers to regular users.

[![Upgrading viewers](https://help.appulate.com/hs-fs/hubfs/User-profile%20(5).png?width=650&height=441&name=User-profile%20(5).png)](https://help.appulate.com/hubfs/User-profile%20(5).png?hsLang=en)

1\. Go to the **User Profile** of the viewer you want to upgrade (**Setup** menu \> **Users**).

2\. Click **Upgrade Role** at the bottom of the page. 

3\. This opens a dialog that says, "Are you sure you want to change this user's role to "User"?"

4\. Click **OK** to proceed.

Note: A market's [admin users](https://help.appulate.com/en/knowledge/users?hsLang=en#role) can upgrade an agency's viewers if:

- this market has [selected](https://help.appulate.com/en/knowledge/managing-your-agencies-in-appulate?hsLang=en) this agency;
- this agency has the **Control of agency users by markets** setting enabled.

Market users can upgrade a selected agency's viewers via the **Agency Info** tab (**Agencies** menu \> **Selected**) by clicking the **Edit** icon in the **Users** table. This will open a viewer's **User Profile**. 

The **Users** table doesn't show user roles, but they are displayed on the **User Profile**.

- [Getting started](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#main-content)

    - [How to start](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#how-to-start)
    - [For agencies](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#for-agencies)
    - [Submissions & Quotes](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#submissions-quotes)
    - [Users](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#users)
    - [Company settings](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#company-settings)
    - [Additional information](https://help.appulate.com/en/knowledge/getting-started?hsLang=en#additional-information)
- [Using Appulate](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-content)

    - [Appulate functionality](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#appulate-functionality)
    - [Main pages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#main-pages)
    - [Questionnaire & Forms](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#questionnaire-forms)
    - [Submissions & policies](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#submissions-policies)
    - [For MGAs and carriers](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-mgas-and-carriers)
    - [For agents](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#for-agents)
    - [Working with Insured](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#working-with-insured)
    - [Email Notifications](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#email-notifications)
    - [Notes and messages](https://help.appulate.com/en/knowledge/using-appulate?hsLang=en#notes-and-messages)
- [Tools & integrations](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#main-content)

    - [Uplink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#uplink)
    - [Weblink](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#weblink)
    - [AMS](https://help.appulate.com/en/knowledge/tools-integrations?hsLang=en#ams)
- [FAQ & troubleshooting](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#main-content)

    - [FAQ](https://help.appulate.com/en/knowledge/faq-troubleshooting?hsLang=en#faq)
- [New features](https://help.appulate.com/en/knowledge/new-features?hsLang=en)
- [AppulateConnect](https://help.appulate.com/en/knowledge/appulateconnect?hsLang=en)

- [Appulate](https://appulate.com/?browse)

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