- Owner: everything, including billing and deleting the workspace.
- Manager: everything except billing and deleting the workspace.
- Accountant: commissions, installments and reports; read-only policies and claims.
- Agent: only their own clients, policies and quotes, without commission figures.
- Claims: the full claims module, read-only clients and policies.
| Area | Owner | Manager | Accountant | Sales agent | Claims officer |
|---|---|---|---|---|---|
| Clients | Read | Own only | Read | ||
| Policies | Read | Own only | Read | ||
| Renewals | Read | Own only | |||
| Quotes | Own only | ||||
| Claims | Read | ||||
| Installments | |||||
| Commissions | |||||
| Reports | |||||
| Settings | |||||
| Users | |||||
| Billing |
Invite colleagues from Settings → Users. Invitations expire and can be re-sent.