Permissions: Cyber Insurance

Refer to the following permissions for Cyber Insurance.

• Client/Vendor Access Links
• Underwriting Guidelines
  • Access Guidelines
  • Manage Guidelines

See permissions key and other actions.

Client/Vendor Access Links

Generate access links to distribute to clients or vendors. When a client or vendor opens the link, they’ll be able to fill out a form to request access to the program.

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only

Underwriting Guidelines

Underwriting guidelines allow you to choose the minimum grades for each risk vector that can be used to compare against a company’s risk vector grades.

Access Guidelines

View guidelines.

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only

Manage Guidelines

Edit guidelines, including:

• Create a guideline.
• Delete a guideline.
• Restore default guidelines.
• Save guidelines.

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only