Role Permissions

Each Touchstone user is assigned a role that defines the user's level of access. Only a System Administrator can create, modify, and delete users.

       System Administrator: Responsible for creating users and setting up business units. This role has the same application-level access that a Business Unit Administrator or User has, and has all permissions.

       Business Unit Administrator: Responsible for assigning users to business units and modifying default values per business unit. This role has the same application-level access that a User has, and has additional permissions, such as setting global defaults and configuring cloud burst policy. Multiple users can be Business Unit Administrators. The Business Unit Administrator acts as the system administrator but only for the applicable business units.

       User: Has access to basic functionality but does not have access to certain global settings.

       Underwriter: Has many of the same rights as the User but has no access to portfolios.

The following table summarizes, by functionality, the permissions available to each role.

Functionality

Underwriter

Standard User

Business Administrator

System Administrator

Underwriting Contract Mode

Yes

Yes

Yes

Yes

Use licensed modules

Yes

Yes

Yes

Yes

Database: Register/Unregister

Yes

Yes

Yes

Yes

Database: Attach/Create/Detach

 

 

Yes

Yes

Exposure sets: Create/modify/delete

 

Yes

Yes

Yes

Locations and contracts: Add/modify/delete

Yes

Yes

Yes

Yes

User interface: Modify instance

 

Yes

Yes

Yes

Business unit: Assign SQL instances to specific units

 

 

Yes1

Yes

Business unit: Manage specific default settings

 

 

Yes1

Yes

Business unit: Create/modify/delete

 

 

Yes

Yes

Users and user groups: Add

 

 

 

Yes

Users and user groups: Assign roles

 

 

Yes1

Yes

Users and user groups: Remove users

 

 

 

Yes

Event set management: Create and install event set

 

 

Yes

Yes

Global defaults: Manage currency rate settings

 

 

Yes

Yes

Global defaults: Manage geocoding settings

 

 

 

Yes

Global defaults: Manage Underwriting Defaults

 

 

 

Yes

Portfolio Mode

 

Yes

Yes

Yes

Export Express: Export exposure

Yes

Yes

Yes

Yes

Export Express: Cloud Usage Report

 

 

Yes

Yes

SQL instances: Associate Touchstone with SQL instances

 

 

 

Yes

Cores and node groups: Manage

 

 

 

Yes

Cloud bursting

Limited

Yes

Yes

Yes

Cloud bursting: Configure cloud burst policy

 

 

 

Yes

Cloud bursting: Configure cloud provisioning

 

 

 

Yes

Job priority: Assign low, normal, high

Yes

Yes

Yes

Yes

Job priority: Assign top priority

 

 

 

Yes

       1 Business Unit Administrators can modify these functions only for the Business Units for which they have administrative rights.

Related topics

       User Administration

 


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Touchstone 7.0 Updated September 03, 2020