There are three main levels of administrator access in CR-Certify, and each of these three items grant increasing levels of permissions throughout the application.
Users with the "Staff" role have basic administration access to CR-Certify. In the main section of the CR-Certify, these users can add and edit entities, review contracts for compliance, and trigger emails to send. These users can also view, edit, and add information in the three "Files" within the Admin section of CR-Certify: Company File, Insurer File, and Broker File. Finally, these users can also run reports on the projects they have access to.
Staff Users must have Clients and Projects assigned to them in order for those Clients and Projects to appear in the hierarchy, search, and reports.
Users with the "Staff+" role have intermediate administration access to CR-Certify. In the main section of the CR-Certify, these users can add and edit entities, review contracts for compliance, push any updates to the contract's Company Insurance tab, and trigger emails to send. They are able to grant waivers for contracts and turn off requests for specific items within the compliance page of a contract. These users can also view, edit, and add information in the three "Files" within the Admin section of CR-Certify: Company File, Insurer File, and Broker File. Finally, these users can also run reports on the projects they have permission to access.
Staff+ Users must have Clients and Projects assigned to them in order for those Clients and Projects to appear in the hierarchy, search, and reports.
Users with the "Instance Admin" role have advanced administration access to CR-Certify. In the main section of the CR-Certify, these users can add and edit entities, review contracts for compliance, push any updates to the contract's Company Insurance tab, and trigger emails to send. They are able to grant waivers for contracts and turn off requests for specific items within the compliance page of a contract. These users can also view, edit, and add information in the three "Files" within the Admin section of CR-Certify: Company File, Insurer File, and Broker File. Finally, these users can also run reports on the projects they have access to.
Instance Admin Users automatically have permission to see all Clients and Projects within their designated area of the software.