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| Entity | Description | Required Rights |
|---|---|---|
| biz_ClientDistressCallOwner | Used to configure a user to be set as the owner on distress calls. | |
| biz_ClientServiceCase_Email_Notifications | Enables a user to received email from the nightly CSC notification process. | View |
| biz_clientservicecase_massupdate | Controls access to the Mass Update button on the Case Search dashboard | |
| biz_clientservicecase_subscriptions | Allows access to the "Case Type Subscriptions" link on the user profile. | |
| biz_clientteam_massupdate | Controls access to the Mass Update button on the Team Search dashboard | |
| biz_CommissionDetail_SalesEntity | Add/Edit | |
| biz_crm_show_snapshot | Allows the user to see the Client Snapshot if they have access to the workspace | View |
| biz_pricing_batch_can_override_admin_percent | ||
| biz_pricing_batch_multibatch | Enables use of multiple comparison batches | |
| biz_pricing_code_can_view_header | View | |
| biz_pricing_state_can_override_premium_discount | ||
| biz_pricing_submitted_batch | Users with View rights to this entity will be able to edit pricing fields when the Batch is in Submitted and Underwriting status. Otherwise, the pricing fields can only be edited when the Batch is in New status. | View |
| biz_pricingconsole_canchangeuser | Users allowed to change pricing console user filter | |
| biz_pricingconsole_breakdown | User allowed to see the pricing breakdown matrix at the bottom of the pricing console and in the pricing widget on the workspace landing page. | View |
| biz_surcharge_can_view_header | View | |
| biz_surcharges_clientsetup | SecEntity associated with Client Setup Field access on the Pricing Console. | |
| biz_view_pc_gp_after_commissions | Allow visibility to Pricing Console Gross Profit After Commissions | View |
| biz_workflow_benefitbenefitplan_activate | Controls access to the Company Benefits Plan workflow link - activate | View |
| biz_workflow_benefitbenefitplan_expire | Controls access to the Company Benefits Plan workflow link - expire | View |
| biz_workflow_benefitbenefitplan_pending | Controls access to the Company Benefits Plan workflow link - set to pending | View |
| biz_workflow_benefitbenefitplan_reject | Controls access to the Company Benefits Plan workflow link - reject | View |
| biz_workflow_benefitbenefitplan_select | Controls access to the Company Benefits Plan workflow link - select | View |
| biz_workflow_benefitplan_activate | Controls access to the Administrative Benefits Plan workflow link - activate | View |
| biz_workflow_benefitplan_cancel | Controls access to the Administrative Benefits Plan workflow link - cancel | View |
| biz_workflow_benefitplan_expire | Controls access to the Administrative Benefits Plan workflow link - expire | View |
| biz_workflow_benefitplan_pending | Controls access to the Administrative Benefits Plan workflow link - pending | View |
| biz_workflow_benefitplan_renew | Controls access to the Administrative Benefits Plan workflow link - renew | View |
| biz_workflow_cm_accept | Controls access to Client Master pricing workflow link - accept | Edit |
| biz_workflow_cm_activate | Controls access to Client Master pricing workflow link - activate | Edit |
| biz_workflow_cm_activate_future | Controls access to Client Master pricing workflow link - activate future (based on activation date) | Edit |
| biz_workflow_cm_activate_now | Controls access to Client Master pricing workflow link - activate now | Edit |
| biz_workflow_cm_approve | Controls access to Client Master pricing workflow link - approve | Edit |
| biz_workflow_cm_clone | Controls access to Client Master pricing workflow link - clone (pricing batch) | Edit |
| biz_workflow_cm_contract_signed | Controls access to Client Master pricing workflow link - contract signed | Edit |
| biz_workflow_cm_create_batch | Controls access to Client Master pricing workflow link - | Edit |
| biz_workflow_cm_decline | Controls access to Client Master pricing workflow link - decline an existing batch | Edit |
| biz_workflow_cm_expire | Controls access to Client Master pricing workflow link - expire an existing batch | Edit |
| biz_workflow_cm_kill | Controls access to Client Master pricing workflow link - kill an existing batch | Edit |
| biz_workflow_cm_reactivate | Allows the reactivation of RFP's that were set to Dead | Edit |
| biz_workflow_cm_reinstate | Allows you to re-instate a terminated client | Edit |
| biz_workflow_cm_reprocess | Allows you to re-process a batch, sets it back to pre-submit | Edit |
| biz_workflow_cm_submit | Allows you to submit a batch from the Client Master header link | Edit |
| biz_workflow_cm_terminate | Allows you to Terminate a client from the Client Master Header link (moves client to Pending Termination Status) | Edit |
| biz_workflow_coi_approve | Allows access to the Approve link on Certificate of Insurance | View |
| biz_workflow_coi_cancel | Allows access to the Cancel link on Certificate of Insurance | View |
| biz_workflow_coi_expire | Allows access to the Expire link on Certificate of Insurance | View |
| biz_workflow_coi_issue | Allows access to the Issue link on Certificate of Insurance | View |
| biz_workflow_employeebenefits_renew | Controls access to the Renew Link on the EmployeeBenefits dataform | View |
| biz_workflow_pb_accept | Controls access to the Pricing Batch workflow link - accept | Edit |
| biz_workflow_pb_activate | Controls access to the Pricing Batch workflow link - activate | Edit |
| biz_workflow_pb_activate_future | Controls access to the Pricing Batch workflow link - activate future - based on activation date | Edit |
| biz_workflow_pb_approve | Controls access to the Pricing Batch workflow link - approve | Edit |
| biz_workflow_pb_clone | Controls access to the Pricing Batch workflow link - clone | Edit |
| biz_workflow_pb_decline | Controls access to the Pricing Batch workflow link - decline | Edit |
| biz_workflow_pb_kill | Controls access to the Pricing Batch workflow link - kill | Edit |
| biz_workflow_pb_submit | Controls access to the Pricing Batch workflow link - submit | Edit |
| biz_workflow_pc_activate | Controls access to the Pricing Code workflow link - activate | Edit |
| biz_workflow_pc_decline | Controls access to the Pricing Code workflow link - decline | Edit |
| biz_workflow_policy_sendcoi | Controls access to the Workers' Comp Policy action link to send certificates of insurance | View |
| biz_workflow_ps_activate | Controls access to the Pricing State workflow link - activate | Edit |
| biz_workflow_ps_approve | Controls access to the Pricing State workflow link - approve | Edit |
| biz_workflow_ps_decline | Controls access to the Pricing State workflow link - decline | Edit |
| biz_workflow_ps_kill | Controls access to the Pricing State workflow link - kill | Edit |
| biz_workflow_ps_submit | Controls access to the Pricing State workflow link - submit | Edit |
| CRM_CanSaveDuplicates | Controls whether a CRM user can save a duplicate organization or must request a review | View |
| CRM_IsActive | Secures the Active option on Organizations and Contacts | View |
| gen_dataformname | Dataform security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| gen_dataformName_field | Dataform Field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| Incident_Can_Add_Without_Dataform | Task - allows the user to add Tasks to the system without an associated dataform. Used on some Task dashboards. | View |
| Incident_AllowTaskMaintance | Put the Add button on the Home dashboard and the Task Search Module. Still presents the workspace selector. | |
| Incident_Fieldname | Controls field-specific security on the task - not configurable | View/Add/Edit |
Incident_Dash_CanViewAllUsers | Unlocks the User search field on the Task Search Module. | |
| Incident_Can_Add_Without_Dataform | Put the Add button on the Home dashboard and the Task Search Module. Still presents the workspace selector. | |
| Incident_IsActive | Secures the Active option on Tasks. This does not affect mass updates through the task manager. Users with rights to perform mass updates can still mark a task as Inactive by completing and archiving the task. | View |
| PricingConsole | At least View rights required to provide access to Pricing Console. For more information, read Configuring Pricing Console Security in ClientSpace PEO. | View |
| ProfitibilityBreakdown | Allows the user to view the profit information at the bottom of the Pricing Console. | View |
| QuickEdit | At least Add rights required to provide access to Enhanced Pricing Console Quick Edit Form | Add/Edit/Admin |
| QuickEdit_ClientModifier | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_CurrentEffectiveCompRate | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_EffectiveCompRate | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_fkCompCodeID | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_FullTimeEmployees | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_GrossPayroll | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_OverrideBAF | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_PartTimeEmployees | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_PayFrequency | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_PremiumDiscount | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_State | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_SUTA | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| QuickEdit_SUTARate | Works like dataform field security - allowable rights View/Add/Edit/Admin | View/Add/Edit/Admin |
| SurchargeType_ClientSetup | SecEntity associated with ClientSetup Surcharge Type. | View/Add/Edit/Admin |
| tblContact_IsActive | Security on the Contact table | View/Add/Edit |
| tblOrganization_IsActive | Security on the Organization table | View/Add/Edit |
| SYS_ImportManager | Provides access to manage imports via the Import Management Module | Admin |
| template_templatename_member | Template security (replacing TemplateName with the actual name of the associated template) - Allows a user to create workspaces for this template. | View/Add/Edit |
| {TableName}_$Attachment | Security entity used to secure the Dataform Attachment Action item | View/Add/Edit/Admin |
CRM_$Attachment | Security entity used to secure the Organization and Contact attachment Action item | View/Add/Edit/Admin |
| Incident_$Attachment | Security entity used to secure the Task Attachment Action item | View/Add/Edit/Admin |
| UnderwriterApprView | Allows user access to all Approval records. (NOT real-time -- only applies when the Approval is created) | View/Add/Edit/Admin |
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