Role stacking for combined permissions

Role stacking allows users to have the necessary permissions and access rights from multiple roles without creating entirely new roles for each unique combination of responsibilities. This approach is useful when a user’s responsibilities span across various domains, such as underwriting and claims.

Important: Only stack roles if you are trained in the following best practices to prevent system errors or unexpected behavior.
When you stack roles, follow these best practices:
Role type Best practice
Non-manager role types Stack these roles as long as there is no more than one role from each group (such as Underwriting, Claims, Accounting, or Administration).
Manager role types Stack manager role types only with other manager roles.
Note: Do not stack manager roles with non-manager roles to avoid conflicts.
Non-stackable roles Do not stack the following roles with any other role, due to potential conflicts and unexpected system behavior:
  • Administrator Role
  • Policy Producer
  • Independent Adjuster
  • User Management Role Only
  • Inquiry
Roles in same groups Do not stack roles from the same groups together. For example, do not stack Policy CSR with Policy Underwriter 1.
By following these best practices, InsuranceNow ensures that users have the appropriate access and permissions needed for their roles while maintaining system integrity and security.