Contract Activity Roles determine which Company - Divisions are granted permissions to take actions within Contract(s).
When a Company - Division is assigned to an Activity Role, then relevant Users of the Division have the permissions associate with the Role.
Standard Users gain the permissions of an Activity Role, if a Division is assigned to an Activity Role within Contract(s), and they are a member of a relevant Team of the Division.
Contract Administrator
Users of this Activity Role have the permissions to edit the Contract both before reaching the status of Signed, and after as a formal Endorsement. The Contract Administrator Role is set within the Main tab at Contract level. Only Insurer and Broker Divisions can take on this Role. Visit the Contract Administrator Role article for more information.
Reporting Channel Activity Roles
The remaining Activity Roles are assigned within Reporting Channels. These are:
- Transformation: the permissions necessary to complete all aspects of the Transformation step in the data process, including translation of data using a Bordereau Questionnaire, and resolving data issues identified during processing. Visit the Transformation Role article for more information.
- Assignment: the permissions necessary to define the rules for the assignment of Sections and Risk Codes to records. Visit the Assignment Role article for more information.
- Approval: the permissions necessary to approve Bordereau records, thereby making them available for use and reporting by other participants on the Contract. Visit the Approver Role article for more information.
Selecting Divisions for Roles
Reporting Channels are associated with one or many Contracts, and one or many Sections within each Contract. Activity Role permissions enable Users to view all data being processed against all Contracts/Sections of the Reporting Channel, therefore Divisions must be associated with all Contracts/Sections of the Reporting Channel to be selected for an Activity Role. Broker and Coverholder Divisions can only be selected for Activity Roles if they are associated with all Contracts of the Reporting Channel. Insurer and TPA Divisions can only be selected for Activity Roles if they are associated with all Sections of a Reporting Channel.
For common entity processing please see Bordereaux Reporting Channels.
Activity Role Permissions through Teams
If you are assigned to a Team of a Division that has Contract Access Permissions to the Contract(s) of a Reporting Channel, then if that Division is assigned an Activity Role then you will have these permissions.
To view which Team(s) of your Division have Activity Role level permissions, select the Teams icon (see below) which is presented next to your Division in the Reporting Channel. A modal window will open with details of which Team(s) have access. Only Users of these Teams can view the Teams icon (you cannot view other Companies Teams access).
