User Types and Permissions

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There are five types of user in Schemeserve, Administrators, Underwriters, PowerUsers, Users and "Guests". The following table outlines the differences.

Any permissions not shown in the table below can usually be assumed to have been granted.

Guests Users PowerUsers Underwriters Administrators

View & Search Cases/Agents/Clients
Cases can be locked by Scheme/User.
Agents can be locked by User.

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Can View & change calculations on the matrix screen

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Create and Edit Reports

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View Reports & Export data
Administrators see all reports. Other Users can see
only reports they have been given access to.

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Admin area
This is where Schemes and automation are configured.

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Remove referrals
Also controlled by Referral Authority set on each User.

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Set Cases on Cover
When premium paid or payment by invoice,
and the case status is set to 'Pending / Invited'.

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Set Cases on Cover
Whenever status allows, regardless of payment,
and the case status is set to 'Pending / Invited'.

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Switch Cases
For moving cases between organisations (Agents).

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Use Case Status DropDown
Allows switching to any status at any time.

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Delete
Cases/CaseRecords/Agents/Clients.

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Delete Case Notes
When you are not the creator or older than 1 hour.

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Delete Case Documents
When you are not the creator or older than 24 hours.
You cannot delete docs.

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Add or Delete 'Useful Documents'
Useful Documents list can be seen by all Agents.

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Granular Permissions on Reports and Schemes

In addition to the main 3 user groups there are some permissions that are set at a per-user level, in the Reports and Schemes areas. This means that access to cases for a scheme can be limited in Admin > Schemes to a specific subset of users, regardless of their User Type. Similarly, when creating reports, you may give access to those reports to specific subsets of PowerUsers, Underwriters or Administrators, regardless of their User Type.


See Also:

Creating a New Staff User Account

Editing a Staff User Account