User Security & Permissions - Additional References

Modified on Wed, 29 Jul at 2:39 PM

Sample Security Setups

Small Brokerage

Single office, all staff access all clients, no Authorised Reps. Client receipts processed by just 1-2 staff. Part-time bookkeeper to manage payments and drawings and reconcile the trust account.

Ledger Settings: Set ‘Allow client to be available to everybody’ to Yes

Client Permissions: Use the ‘Everybody’ CPG, no additional CPG’s required.

Processing Permissions:

Account Exec. - to manage clients, policy processing and claims
Accounts – to manage all financial processing (Receipts, Payments, Drawings, Banking, Bank Reconciliation)
Administrator automatically assigned all processing permissions

Small Brokerage with Authorised Reps

Single office, all staff access all clients, several Authorised Reps work within the office. Client receipts processed by just 1-2 staff. Part-time bookkeeper to manage payments and drawings and reconcile the trust account.

Ledger Settings: Set ‘Allow client to be available to everybody’ to Yes

Client Permissions: Use the ‘Everybody’ CPG, no additional CPG’s required.

Processing Permissions:

Account Exec. - to manage clients, policy processing and claims
Account Exec. AR – one group per AR to manage clients, policy processing and claims. Apply restrictions per AR to ensure correct client defaults applied to new clients
Broker Assistant –to manage receipting, banking, policy processing
Accounts – to manage all financial processing (Receipts, Payments, Drawings, Bank Reconciliation)
Administrator automatically assigned all processing permissions

Medium Size Brokerage with Authorised Reps

2-3 offices. Authorised Reps restricted to just their clients, broking staff restricted to managing broker clients. Client receipts processed by 1-2 staff. Part-time bookkeeper to manage payments and drawings and reconcile the trust account.

Ledger Settings: Set ‘Allow client to be available to everybody’ to No

Client Permissions:

Client Permission Group created for each AR to manage AR clients
Client Permission Group created for broker clients
Each client assigned to a specific Client Permission Group for the AR that manages the client
Accounts staff assigned to all Client Permission Groups

Processing Permissions:

Account Exec. - to manage clients, policy processing and claims
Account Exec. AR – one group per AR to manage clients, policy processing and claims. Apply restrictions per AR to ensure correct client defaults applied to new clients
Broker Assistant –to manage receipting, banking, policy processing
Accounts – to manage all financial processing (Receipts, Payments, Drawings, Bank Reconciliation)
Administrator automatically assigned all processing permissions

Large Brokerage with Multiple Branches & Authorised Reps

Number of Offices: Multiple – separate branch per Authorised Representative

Authorised Representatives: Multiple

Ledger Settings: Set ‘Allow client to be available to everybody’ to No

Client Permissions:

Client Permission Group created for each AR
Each client assigned to a specific Client Permission Group for the AR that manages the client
Accounts – to manage all financial processing (Receipts, Payments, Drawings, Bank Reconciliation)

Processing Permissions:

Processing Permission Group created for each generic role, such as:
- Sales
- Operations
- Brokers
- Processing
- Claims
- Accounts
Each user profile is assigned to just one Processing Permission Group

Sample Processing Permission Groups

	Account Exec	Claims Officer	Accounts	Authorising Officer
Client Permissions - Create Clients	Yes		Yes	Yes
Client Permissions - Update Clients	Yes		Yes	Yes
Client Permissions - Delete Clients	No	No	No	Yes
Client Permissions - Update Client Bank Details	Yes	No	No	Yes
Client Permissions - Show Client Income	Yes	No	Yes	Yes
Client Permissions - Client Sales Team Restrictions	None	None	None	None
Client Permissions - Client Service Team Restrictions	None	None	None	None
Client Permissions - Client Authorised Rep Restrictions	None	None	None	None
Client Permissions - Client Account Type Restrictions	None	None	None	None
Client Permissions - Client Branch Restrictions	None	None	None	None
Client Permissions - Client Classification Restrictions	None	None	None	None
Insurer Permissions - Create Insurers				Yes
Insurer Permissions - Update Insurers				Yes
Insurer Permissions - Delete Insurers	No	No	No	Yes
Insurer Permissions - Update Insurer Bank Details	No	No	Yes	Yes
Insurer Permissions - Restrict Access To Insurer Documents	No	No	No	Yes
Authorised Rep Permissions - Create Authorised Reps			Yes	Yes
Authorised Rep Permissions - Update Authorised Reps			Yes	Yes
Authorised Rep Permissions - Delete Authorised Reps	No	No	No	Yes
Authorised Rep Permissions - Update Authorised Rep Bank Details	No	No	Yes	Yes
Authorised Rep Permissions - Restrict Ability Of Authorised Rep at transaction level	No		No	No
Policy Permissions - Policy Processing	Yes	No	No	Yes
Policy Permissions - Amend	Yes	No	No	Yes
Policy Permissions - Do Income Adjustment	Yes	No	No	Yes
Policy Permissions – Premium Funding	Yes	No	Yes	Yes
Policy Permissions - Premium Funder Restrictions	None	None	None	None
Policy Permissions - Policy Class Of Risks Restrictions	None	None	None	None
Claim Permissions - Create Claims	Yes	Yes		Yes
Claim Permissions - Update Claims	Yes	Yes		Yes
Claim Permissions - Delete Claims	No	No	No	Yes
Claim Permissions - Reopen Claims	Yes	Yes	No	Yes
Claim Permissions - Claims Team Restrictions	None			None
Receipt Permissions - Receipts and Allocations	No	No	Yes	Yes
Receipt Permissions - Income Adjustments Write On
Receipt Permissions - Automate Income Adjustments Write On
Receipt Permissions - Maximum Write On Limit
Receipt Permissions - Income Adjustments Write Off
Receipt Permissions - Automate Income Adjustments Write Off
Receipt Permissions - Unapply Income Adj
Receipt Permissions - Maximum Write Off Limit
Receipt Permissions - Past Receipts	Yes	No	Yes	Yes
Receipt Permissions - New Bank Deposits	No	No	Yes	Yes
Receipt Permissions - Past Bank Deposits	Yes	No	Yes	Yes
Receipt Permissions - Premium Funding	No		No	Yes
Receipt Permissions - DEFT File Import	No	No	Yes	Yes
Receipt Permissions - Instalment Payment Import	No	No	Yes	Yes
Receipt Permissions - BPay File Import	No	No	Yes	Yes
Note Permissions - Create Notes		Yes	Yes	Yes
Note Permissions - Update Notes		Yes	Yes	Yes
Claim Note Permissions - Create/Update Claim Notes	No			No
Note Permissions - Delete Notes	No	No	No	Yes
Note Attachment Permissions - Create Note Attachment	No			Yes
Note Attachment Permissions - Update Note Attachment	No			Yes
Note Attachment Permissions - Delete Note Attachment	No			Yes
Payment Permissions - New Payment - Insurer	No	No	Yes	Yes
Payment Permissions - New Payment - Authorised Rep	No	No	Yes	Yes
Payment Permissions - New Payment - Client(Refunds)	No	No	Yes	Yes
Payment Permissions - Past Payments - Insurer	Yes	No	Yes	Yes
Payment Permissions - Past Payments - Authorised Rep	Yes	No	Yes	Yes
Payment Permissions - Past Payments - Client(Refunds)	Yes	No	Yes	Yes
Payment Permissions - Export Payment Bank File	No	No	Yes	No
Drawings Permissions - New Drawing	No	No	Yes	Yes
Drawings Permissions - Past Drawings	No	No	Yes	Yes
Financial Permissions - Cash Journals	No	No	Yes	Yes
Financial Permissions - Prescribed Investments	No	No	Yes	Yes
Financial Permissions - Close Accounting Month	No	No	Yes	Yes
Financial Permissions - Accounts Enquiry Processing	Yes	No	Yes	Yes
Financial Permissions - Pay Direct
Financial Permissions - Bank Reconciliation	No	No	Yes	Yes
Financial Permissions - Generate Closing Document On Payment	Cash Clients Only	Cash Clients Only	Cash Clients Only	Cash Clients Only
Financial Permissions - Generate Cash Receipt Advice On Receipt	No	No	No	No
Dashboard Permissions - View Dashboard	Yes	Yes	Yes	Yes
Dashboard Permissions - View My Lists	Yes	Yes	Yes	Yes
Dashboard Permissions - View Recent Client Activity	Yes	Yes	Yes	Yes
Dashboard Permissions - View Client Payments Due	Yes	No	Yes	Yes
Dashboard Permissions - View Fees And Commissions	Yes	Yes	Yes	Yes
Dashboard Permissions - View Policies Due For Renewal	Yes	No	No	Yes
Dashboard Permissions - View Latest Policies Due For Renewal	Yes	No	No	Yes
Dashboard Permissions - Include Overdue Policies	Yes	No	No	Yes
Dashboard Permissions - View Income By Transaction Type	Yes	No	Yes	Yes
Report Permissions - ABN Missing	No	No	No	Yes
Report Permissions - Compliance Report
Report Permissions - IBA Reconciliation	No	No	Yes	Yes
Report Permissions - Steadfast Report	No	No	No	Yes
Report Permissions - Authorised Rep Payables	No	No	Yes	Yes
Report Permissions - Authorised Rep Statement	Yes	No	Yes	Yes
Report Permissions - Liability Report	No	No	Yes	Yes
Report Permissions - Claims	Yes	Yes	No	Yes
Report Permissions - Batch Client Notes	No	No	No	Yes
Report Permissions - Client Analysis By Area	No	No	No	Yes
Report Permissions - Client Analysis By Industry	No	No	No	Yes
Report Permissions - Client Master List	Yes	No	No	Yes
Report Permissions - Client Permissions Groups	No	No	No	Yes
Report Permissions - Client Statement	Yes	No	Yes	Yes
Report Permissions - FSG Not Sent	No	No	No	Yes
Report Permissions - Client FSG Email List	No	No	No	Yes
Report Permissions - Individual Client Notes	No	No	No	Yes
Report Permissions - Mail Merge Clients	No	No	No	Yes
Report Permissions - Premium Funding	No	No	No	Yes
Report Permissions - Drawings	No	No	Yes	Yes
Report Permissions - Earnings	No	No	Yes	Yes
Report Permissions - Earnings Summary	No	No	Yes	Yes
Report Permissions - General Ledger	No	No	Yes	Yes
Report Permissions - GL Accounts	No	No	Yes	Yes
Report Permissions - GL Journal Pay Direct Adjustments	No	No	Yes	Yes
Report Permissions - GL Transactions	No	No	Yes	Yes
Report Permissions - Sub Ledger Accounts Report	No	No	Yes	Yes
Report Permissions - Trial Balance	No	No	Yes	Yes
Report Permissions - Bank Reconciliation	No	No	Yes	Yes
Report Permissions - Insurer Liability Report	No	No	Yes	Yes
Report Permissions - Insurer Master List	Yes	No	Yes	Yes
Report Permissions - Insurer Payables	No	No	Yes	Yes
Report Permissions - Insurer Statement	No	No	Yes	Yes
Report Permissions - ASIC Returns	No	No	Yes	Yes
Report Permissions - Business Activity	No	No	Yes	Yes
Report Permissions - GST Liability	No	No	Yes	Yes
Report Permissions - Direct Offshore Foreign Insurers	No	No	Yes	Yes
Report Permissions - Creditors Ageing Schedule	No	No	Yes	Yes
Report Permissions - Payment Reversal Report	No	No	No	Yes
Report Permissions - Coinsurance Bordereau	Yes	No	No	Yes
Report Permissions - Overseas Insurers Bordereau	Yes	No	No	Yes
Report Permissions - Renewal Report	Yes	No	No	Yes
Report Permissions - Policy Master List	Yes	No	No	Yes
Report Permissions - Policies Not Posted	Yes	No	No	Yes
Report Permissions - Register Of Business Written	Yes	No	Yes	Yes
Report Permissions - Renewal Retention	Yes	No	No	Yes
Report Permissions - Reversal Policy Report	Yes	No	No	Yes
Report Permissions - Portfolio Analysis	Yes	No	No	Yes
Report Permissions - Sunrise Policies	Yes	No	No	Yes
Report Permissions - Instalment Payment Receipt	No	No	Yes	Yes
Report Permissions - Instalment Reconciliation	Yes	No	No	Yes
Report Permissions - Instalment Income Due Analysis	No	No	No	Yes
Report Permissions - SVU Policies	Yes	No	No	Yes
Report Permissions - Cash Receipts	No	No	Yes	Yes
Report Permissions - Debtors Ageing Schedule	Yes	No	Yes	Yes
Report Permissions - Receipts Analysis	No	No	Yes	Yes
Report Permissions - Unallocated Cash & Credits	No	No	Yes	Yes
Report Permissions - Unallocated Cash Returns	No	No	Yes	Yes
Report Permissions - Diary Reminder	Yes	No	No	Yes
Report Permissions - Task Management	Yes	No	No	Yes
Report Permissions - Event Publication Resync	No	No	No	Yes
Task Permissions - Create Tasks	Yes	Yes	Yes	Yes
Task Permissions - Update Tasks	Yes	Yes	Yes	Yes
Task Permissions - Delete Tasks	No	No	No	Yes
Task Permissions - Reopen Tasks	Yes	Yes	Yes	Yes
Task Permissions - Create Task Documents	Yes	Yes	Yes	Yes
Task Permissions - Update Task Documents	Yes	Yes	Yes	Yes
Task Permissions - Delete Task Documents	No	No	No	Yes
Task Permissions - Locking Of Task Documents	Closed	Closed	Closed	Closed
Task Permissions - Claim Task Queue Filters	None	None	None	None
Task Permissions - Client Task Queue Filters	None	None	None	None
Task Permissions - Policy Task Queue Filters	None	None	None	None

Glossary of Fields

Permission	Definition	Type
Client Permissions - Create Clients	Allows user to create client records	Check Box
Client Permissions - Update Clients	Allows user to update client records	Check Box
Client Permissions - Delete Clients	Allows user to delete client record if no transactions exist	Check Box
Client Permissions - Update Client Bank Details	Allows user to update client bank details	Check Box
Client Permissions - Show Client Income	Allows user to view client income on the client screen	Check Box
Client Permissions - Client Sales Team Restrictions	If none defined user can view and select any sales team when editing client record	Add and Selection List Check Box
Client Permissions - Client Service Team Restrictions	If none defined user can view and select any service team when editing client record	Add and Selection List Check Box
Client Permissions - Client Authorised Rep Restrictions	If none defined user can view and select any Authorised Rep when editing client record	Add and Selection List Check Box
Client Permissions - Client Account Type Restrictions	If none defined user can view and select any Account type when editing client record	Add and Selection List Check Box
Client Permissions - Client Branch Restrictions	If none defined user can view and select any Branch when editing client record	Add and Selection List Check Box
Client Permissions - Client Classification Restrictions	If none defined user can view and select any Client Classification when editing client record	Add and Selection List Check Box
Insurer Permissions - Create Insurers	Allows user to create Insurer records	Check Box
Insurer Permissions - Update Insurers	Allows user to update Insurer records	Check Box
Insurer Permissions - Delete Insurers	Allows user to delete Insurer Record (only if no transactions exist)	Check Box
Insurer Permissions - Update Insurer Bank Details	Allows user to Update Insurer Bank Details	Check Box
Insurer Permissions - Restrict Access To Insurer Documents	Restricts access to documents saved on insurer record	Check Box
Authorised Rep Permissions - Create Authorised Reps	Allows user to create Authorised Representative record	Check Box
Authorised Rep Permissions - Update Authorised Reps	Allows user to Update Authorised Representative records
Authorised Rep Permissions - Delete Authorised Reps	Allows user to delete Authorised Representative if no transactions exist	Check Box
Authorised Rep Permissions - Update Authorised Rep Bank Details	Allows user to edit Authorised Rep bank details	Check Box
Authorised Rep Permissions - Restrict Ability Of Authorised Rep at transaction level	Stops user from removing or exceeding commissions set Authorised rep record when policy processing, Stops User from editing commissions on Authorised rep record.	Check Box
Policy Permissions - Policy Processing	Allows user to create policy transactions	Check Box
Policy Permissions - Amend	Allows user to amend policy transactions	Check Box
Policy Permissions - Do Income Adjustment	Allows user to adjust broker fee and commission amounts on policy transactions	Check Box
Policy Permissions - Premium Funding	Allows user to perform premium funding quotes from policy transaction and client level	Check Box
Policy Permissions - Premium Funder Restrictions	If none defined user can access all funders setup on INSIGHT	Add and Selection List Check Box
Policy Permissions - Policy Class Of Risks Restrictions	If none define user can access all policy classes of risk during policy processing	Add and Selection List Check Box
Claim Permissions - Create Claims	Allows user to create and update claims records	Check Box
Claim Permissions - Update Claims
Claim Permissions - Delete Claims	Allows user to delete a claim	Check Box
Claim Permissions - Reopen Claims	Allows user to re-open finalised claims	Check Box
Claim Permissions - Claims Team Restrictions
Receipt Permissions - Receipts and Allocations	Allows user to access and perform Receipts and Allocations menu item under Receipts Menu	Check Box
Receipt Permissions - Income Adjustments Write On	Allows user to perform Write On of income	Check Box
Receipt Permissions - Automate Income Adjustments Write On	Allows automation of Write On	Check Box
Receipt Permissions - Maximum Write On Limit	Sets monetary limit of write on user can process	Input Field
Receipt Permissions - Income Adjustments Write Off	Allows user to perform Write Off of income	Check Box
Receipt Permissions - Automate Income Adjustments Write Off	Allows automation of Write Off	Check Box
Receipt Permissions - Unapply Income Adj	Allows user to unapply write on and write off transactions.	Check Box
Receipt Permissions - Maximum Write Off Limit	Sets monetary limit of write off user can process	Input Field
Receipt Permissions - Past Receipts	Allows user to access past receipts from menu under Receipts Menu	Check Box
Receipt Permissions - New Bank Deposits	Allows user to access and perform Bank Deposits under Receipts Menu	Check Box
Receipt Permissions - Past Bank Deposits	Allows user to access Past Bank Deposits under Receipts Menu	Check Box
Receipt Permissions - Premium Funding	Allows user to perform Premium funding receipt file uploads from under Receipts Menu	Check Box
Receipt Permissions - DEFT File Import	Allows user to access Deft File and perform Deft File receipt file uploads from under Receipts Menu	Check Box
Receipt Permissions - Instalment Payment Import	Allows user to access Instalment File and perform Instalment File receipt file uploads from under Receipts Menu	Check Box
Receipt Permissions - BPay File Import	Allows user to access BPay File and perform BPay File receipt file uploads from under Receipts Menu	Check Box
Note Permissions - Create Notes	Allows user to create client, policy and claims notes	Check Box
Note Permissions - Update Notes	Allows user to edit client, policy and claims notes	Check Box
Note Permissions - Delete Notes	Allows user to delete client, policy and claims notes	Check Box
Note Attachment Permissions - Create Note Attachment	Allows user to attach file to notes	Check Box
Note Attachment Permissions - Update Note Attachment	Allows user to update file attached to note	Check Box
Note Attachment Permissions - Delete Note Attachment	Allows user to delete file attached to note	Check Box
Payment Permissions - New Payment - Insurer	Allows user to access New Payment and perform Insurer payments from under Payments Menu	Check Box
Payment Permissions - New Payment - Authorised Rep	Allows user to access New Payment and perform Client Refunds from under Payments Menu	Check Box
Payment Permissions - New Payment - Client(Refunds)	Allows user to access New Payment and perform Authorised Rep payments from under Payments Menu	Check Box
Payment Permissions - Past Payments - Insurer	Allows user to access past payments and retrieve Insurer remittance advices from under Payments Menu	Check Box
Payment Permissions - Past Payments - Authorised Rep	Allows user to access past payments and retrieve Authorised Rep remittance advices from under Payments Menu	Check Box
Payment Permissions - Past Payments - Client(Refunds)	Allows user to access past payments and retrieve Client Refund remittance advices from under Payments Menu	Check Box
Payment Permissions - Export Payment Bank File	Allows user to access and perform Export Payment Bank File from Payments menu	Check Box
Drawings Permissions - New Drawing	Allows user to access and perform New Drawing from under Drawing Menu	Check Box
Drawings Permissions - Past Drawings	Allows user to access Past Drawings from under Drawing Menu	Check Box
Financial Permissions - Cash Journals	Allows user to access and preform Cash Journals from under Finance Menu	Check Box
Financial Permissions - Prescribed Investments	Allows user to access and perform Prescribed Investments from under Finance Menu	Check Box
Financial Permissions - Close Accounting Month	Allows user to close accounting month from under Finance Menu	Check Box
Financial Permissions - Accounts Enquiry Processing	Allows user to access account enquiry On Client, Insurer and Authorised Rep records	Check Box
Financial Permissions - Pay Direct
Financial Permissions - Bank Reconciliation	Allows user to Access and Perform New Bank Reconciliation from under Finance Menu	Check Box
Financial Permissions - Generate Closing Document On Payment	Defines options for Producing closings on Payment: Cash Clients Only, Never, Always, Always Except for Sunrise	Dropdown Selection
Financial Permissions - Generate Cash Receipt Advice On Receipt	Defines option for producing cash receipt advice on receipt No/Yes	Dropdown Selection
Dashboard Permissions - View Dashboard	Allows access to My Dashboard under My Info Menu	Check Box
Dashboard Permissions - View My Lists	Allows Access to My Lists under My Info Menu	Check Box
Dashboard Permissions - View Recent Client Activity	If unchecked removes Recent Client Activity Widget from My Dashboard	Check Box
Dashboard Permissions - View Client Payments Due	If unchecked removes Client Payments Due Widget from My Dashboard.	Check Box
Dashboard Permissions - View Fees And Commissions	If Unchecked removes Fees and Commissions Widget from My Dashboard	Check Box
Dashboard Permissions - View Policies Due For Renewal	If unchecked removes Policies Due for Renewal Widget from My Dashboard	Check Box
Dashboard Permissions - View Latest Policies Due For Renewal	If unchecked removes Latest Policies due for Renewal Widget	Check Box
Dashboard Permissions - Include Overdue Policies	If Unchecked removes Check box option to include overdue policies from Latest Policies Due For Renewal Widget	Check Box
Dashboard Permissions - View Income By Transaction Type	If Unchecked removes Income By Transaction Type widget from My Dashboard	Check Box
Report Permissions - ABN Missing	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Compliance Report
Report Permissions - IBA Reconciliation	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Steadfast Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Authorised Rep Payables	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Authorised Rep Statement	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Liability Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Claims	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Batch Client Notes	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client Analysis By Area	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client Analysis By Industry	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client Master List	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client Permissions Groups	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client Statement	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - FSG Not Sent	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Client FSG Email List	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Individual Client Notes	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Mail Merge Clients	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Premium Funding	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Drawings	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Earnings	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Earnings Summary	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - General Ledger	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - GL Accounts	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - GL Journal Pay Direct Adjustments	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - GL Transactions	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Sub Ledger Accounts Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Trial Balance	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Bank Reconciliation	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Insurer Liability Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Insurer Master List	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Insurer Payables	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Insurer Statement	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - ASIC Returns	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Business Activity	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - GST Liability	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Direct Offshore Foreign Insurers	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Creditors Ageing Schedule	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Payment Reversal Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Coinsurance Bordereau	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Overseas Insurers Bordereau	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Renewal Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Policy Master List	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Policies Not Posted	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Register Of Business Written	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Renewal Retention	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Reversal Policy Report	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Portfolio Analysis	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Sunrise Policies	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Instalment Payment Receipt	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Instalment Reconciliation	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Instalment Income Due Analysis	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - SVU Policies	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Cash Receipts	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Debtors Ageing Schedule	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Receipts Analysis	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Unallocated Cash & Credits	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Unallocated Cash Returns	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Diary Reminder	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Task Management	If Checked allows access to report under Reports Menu	Check Box
Report Permissions - Event Publication Resync	If Checked allows access to report under Reports Menu	Check Box
Task Permissions - Create Tasks	Allows user to Create, Client, Claims and Policy Tasks.	Check Box
Task Permissions - Update Tasks	Allows user to Update, Client, Claims and Policy Tasks.
Task Permissions - Delete Tasks	Allows user to delete tasks	Check Box
Task Permissions - Reopen Tasks	Allows user to reopen closed tasks	Check Box
Task Permissions - Create Task Documents	Allows user to create task documents for Client, Claim and Policy transactions	Check Box
Task Permissions - Update Task Documents	Allows user to Update task documents for Client, Claim and Policy transactions	Check
Task Permissions - Delete Task Documents	Allows user to delete created document	Check Box
Task Permissions - Locking Of Task Documents	Defines when locking of task documents occurs Created/Closed - created restricts editing as soon as document is created, closed restricts editing of document when task is closed.	Dropdown Selection
Task Permissions - Claim Task Queue Filters	If none defined user can see tasks for all users in Claims task queue	Add and Selection List Check Box
Task Permissions - Client Task Queue Filters	If none defined user can see tasks for all users in Client task queue	Add and Selection List Check Box
Task Permissions - Policy Task Queue Filters	If none defined user can see tasks for all users in Policy task queue	Add and Selection List Check Box

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