User Roles and user types are used in the Dais platform to give tailored access to specific users. Without having the applicable necessary role granted, a user will not have the ability to navigate to the applicable parts of the platform. By default, new users added to the platform will only have access to Customers.
User types
Agencies: There are five different types of users in the Dais platform: Owner, Admin, CSR, Producer and Auditor. Admin and owners can create new users and change the permissions of existing users, while producers, CSRs and auditors cannot. Auditors have view-only access to the entire platform.
Carriers: There are four different types of users in the Dais platform: Owner, Admin, Operator and Auditor. Admins and owners can create new users and change the permissions of existing users, while operators and auditors cannot. Auditors have view-only access to the entire platform.
Editing user roles
To edit user roles, an admin or owner can navigate to user management by selecting the gear icon in the top right corner of the application.
Within user management, the user can edit an existing user’s roles by selecting that user and turning on or off the desired roles. The user can also create new users by selecting Create New User in the top right portion of the screen.
Product Admin: gives access to products
Portal Admin: gives access to portals
Accounting & Finance Admin: gives access to accounting
Developer / IT: gives access to API tools
Manual Submissions Access: gives access to manual submission flow, please contact support for more information about this role
Note: Users with the Organization Owner and Organization Admin roles will be able to add these roles to other users' profiles. If you are not an Organization Owner or Organization Admin, please contact the Owner/Admin at your organization or email support@dais.com