Permissions: 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
• Manage Guidelines

See permissions key and other actions.

Access Guidelines

Actions

View guidelines.

Permitted Roles & Details

✅ Admin

✅ Group Admin

➖ Internal Business User

➖ Operations

✅ Portfolio Manager

✅ User

➖ View Only

Manage Guidelines

Actions

Edit guidelines, including:

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

Permitted Roles & Details

✅ Admin

❌ Group Admin

➖ Internal Business User

➖ Operations

❌ Portfolio Manager

❌ User

➖ View Only