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Role-Based Access Control and Role Descriptions in Apizeal
Role-Based Access Control and Role Descriptions in Apizeal
Sofia Quin avatar
Written by Sofia Quin
Updated over a week ago

To support you in managing your business and the team that assists you, Apizeal offers role-based access control (RBAC).

RBAC involves assigning access rights to users in your organization based on their roles and the tasks they perform. This ensures that users and teams can only access levels that are relevant to them.

A role is a set of permissions. Typically, a role's permissions define a specific activity a user can perform.

In Apizeal, permissions are granted to users by assigning them roles. When a user is given an access role, they are automatically given all the permissions defined for that specific role.

Below, we describe the sets of permissions assigned to each role within Apizeal Software:

1. Admin

This is the highest-ranking access role in Apizeal. Typically, it is the administrator and owner of the agency. There can be as many "Admins" as needed.

They have access and permissions to view and edit users and all information recorded within their agency, as well as staff information, agents, policies, commissions, referrals, reports, etc.

2. Manager

This is the second-highest access role after "Admin." There can be as many "Managers" as needed.

Essentially, they have the same permissions as an "Admin" and can view commission reports. However, they don't have access to user settings, agency branding, commission payment rates, the ability to customize or configure new policy statuses, or the capability to create, edit, or download reports.

3. Staff Agent

There can be as many "Staff Agents" as needed. This user can register policies and clients under their name and have permission to view and manage clients and policies of other agents working in the agency.

Regarding reports, a "Staff Agent" can only see their reports.

4. Staff Level 1

There can be as many "Staff Level 1" users as needed. This user has access to all policies and can edit and print them, but they don't have access to reports or commissions.

5. Staff Level 2

There can be as many "Staff Level 2" users as needed. They have access to all policies and can edit them, but they can't print policies and don't have access to reports or commissions.

6. Staff Level 3

There can be as many "Staff Level 3" users as needed. They only have access to policies assigned to them through the "ASSIGN TO" function; they can edit these policies but can't print them, and they don't have access to reports or commissions.

7. Agent

Refers to the agent role, and there can be as many "Agents" as needed. This user only has access to their own client information, policies, reports, and commissions.

8. Recruiter

This user only has access to the online recruitment module in Apizeal for contract and new agent management.

9. Candidate

This is the role assigned by default when a person completes their registration details in the digital recruitment form available in Apizeal. With this, the candidate expresses their desire to be part of your agency with the "Agent" role.

There can be as many "Candidates" as needed. Users with this role can view their profiles to upload documents and also view the personal contracts section; here, they can register their licenses, request new contracts, and participate in the tracking of contracts already in process.

However, a candidate cannot access policies, commissions, reports, contacts, and more.

10. Accountant

This user can only access completed/closed commission reports to view the totals payable to each agent/agency.


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If you have any questions, please contact our team through the technical support chat from your Apizeal user account. The conversation is available Monday through Friday during business hours.

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