Understanding Underwriting Contract Mode User Roles

Touchstone provides the following two types of users in Underwriting Contract Mode:

       Underwriting System Administrator: Can set underwriting defaults; create, edit, and delete templates; configure widget layouts; and grant specific users the ability to change settings in the analysis results window and to rerun analyses based on these modified settings

       Underwriting analysts, also known as Underwriters: Can import data, run analyses using templates, and switch between templates

Related topics

       Underwriting Contract Mode

       User Roles

       User Group Management

 

 


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Touchstone 7.0 Updated September 03, 2020