Assigning and Customizing User Roles

Introduction

Each Role within BindHQ includes a set of default rights and permissions. Administrators can override these default settings for individual users to grant additional access or restrict certain capabilities within the platform.

This article explains how Administrators can modify user permissions across different areas of BindHQ.

Set Additional Permissions

1. Navigate to Settings.

2. Select Company Settings.

3. Under Users, click Browse, View & Edit Users.

4. The Users page displays all users configured in your BindHQ environment.

5. Click on a user’s name to open their user record.

6. In the Features section, select or deselect individual permissions as needed.

7. After configuring all required permissions, scroll to the bottom of the page and click Save Changes.

Assign Individual Permissions

The Features section contains a complete list of individual permissions that can be assigned to users. These permissions are grouped by functional area and can be enabled independently of the user’s default role.

Administration Features

• Edit Agencies/Agents - The ability to create and modify agencies and their contacts

• Edit Carriers/Contacts - The ability to create and modify carriers and their contacts

• Edit Carrier Contacts - The ability to modify and add carrier contacts only

• Edit Marketing Companies - The ability to create and modify market companies and their contacts

• Edit Marketing Company Contacts - The ability to modify and add marketing company contacts only

• Edit Quote Templates and Programs - The ability to create, modify and inactivate quote templates and programs

Invoicing Features

• Edit Endorsements - The capability to edit endorsements and invoices that have been saved.

Accounting Features

Note: Users without this feature can still view a policy’s Accounting tab.

• Accounting - Enabling this feature provides the user with access to view the accounting tab within BindHQ. But does not enable them to perform key actions

• ACH Batches - The ability to create and edit ACH batches

• Bank Reconciliations - The capability to perform bank reconciliations on behalf of the business

• Check Printing - The ability to print checks on the business's behalf

• Edit Banks/Accounts - The capability to create or modify bank accounts

• Create Journals - This feature enables users to create journal entries within a division

• Edit Suppliers - The ability to create and modify suppliers

• Manage GL Accounts - The capability to create or modify GL accounts

• Create/Edit Posting Periods - The capability to create or modify posting periods for a division

• Post to Policies - The ability to post transactions directly against a policy

• Override Check Payee - The ability to override a check payee, most commonly used for financed policies

• Edit Payments - The ability to modify an existing payment

Integration Features

• Create API Keys - Enable creation of API keys for API Access.