User Roles and Permissions
Overview
Section titled “Overview”Every LAMS user is assigned a role that determines which screens they can see and what actions they can take. The menu on the left updates automatically based on your role — you will only see sections relevant to your work.
Role permissions screen showing checkboxes organized by menu section and action type
Roles and What They Can Do
Section titled “Roles and What They Can Do”Administrator
Section titled “Administrator”Full access to all system functions.
- Manage user accounts and reset passwords
- Add, edit, and inactivate producers
- Configure system settings and rate filings
- Schedule automated reports
- View all reports and audit logs
Underwriter
Section titled “Underwriter”Processes applications from submission to policy issuance.
- Enter new applications and renewal applications
- Run ratings and generate quotes
- Review underwriting information (IRM, claims history)
- Approve, refer, or decline applications
- Issue policies via the Order to Issue checklist
- Handle mid-term endorsements and cancellations
Manager
Section titled “Manager”All underwriter capabilities plus team oversight.
- Manage and reassign work across the team
- Approve high-premium exceptions and credits
- Access enhanced production and performance reports
Accounting
Section titled “Accounting”Handles all financial transactions for issued policies.
- Record payments (ACH, check, credit card, wire, finance)
- Process bookings and generate invoices
- Manage refunds and adjustments
- Track and pay producer commissions
- Manage account current statements
Bookkeeper
Section titled “Bookkeeper”Manages the general ledger and financial records.
- Maintain the chart of accounts
- Create and post journal entries
- Print checks to vendors and producers
- Perform bank reconciliations
- Manage vendor records
Producer (Agent)
Section titled “Producer (Agent)”Limited view access to their own book of business.
- Look up policies they are assigned to
- Request quotes and renewals
- Check renewal status and upcoming expirations
- View their commission reports
Permission Types
Section titled “Permission Types”Each role is assigned permissions per screen. An administrator can view and update these at any time.
| Permission | What it allows |
|---|---|
| View | Read-only access to a screen or section |
| Add | Create new records |
| Edit | Modify existing records |
| Delete | Remove records |
| Download | Export documents and reports |
| Upload | Attach and upload files |
| Send emails from within LAMS |
Managing User Access
Section titled “Managing User Access”Administrators can review and update role permissions from Administration > User Management.
Security
Section titled “Security”- Sessions automatically expire after 8 hours of inactivity.
- Five consecutive failed login attempts will lock an account — contact your administrator to unlock it.
- All user actions are recorded in the activity audit trail.