Members

Members

Manage member access across orgs. Add users, assign org and sub-org, and set role-based permissions for the CAA dashboard.

39 active members across 4 agencies

Member Directory

Review current users, org and sub-org assignment, and invite status.

MemberOrgSub-OrgRoleStatusView

Sarah Mitchell

sarah.mitchell@northstaragency.com

Northstar AgencyHeadquartersAgency AdminActiveView

Devon Lee

devon.lee@harborinsurance.com

Harbor Insurance GroupWilmington, NCCommercial Lines ProducerActiveView

Morgan Hayes

morgan.hayes@northstaragency.com

Northstar AgencyMinneapolis, MNPersonal Account ManagerActiveView

Casey Ruiz

casey.ruiz@pioneercoverage.com

Pioneer CoveragePhoenix, AZMarketingActiveView

Indigo Reyes

indigo.reyes@harborinsurance.com

Harbor Insurance GroupCharleston, SCOperationsActiveView

Ivy Chen

ivy.chen@northstaragency.com

Northstar AgencyDenver, COPersonal Lines ProducerActiveView

Sam Rivera

sam.rivera@ridgewayrisk.com

Ridgeway Risk AdvisorsSeattle, WACommercial Account ManagerActiveView

Rachel Kim

rachel.kim@pioneercoverage.com

Pioneer Coverage—CSRPending InviteView

Alex Grant

alex.grant@ridgewayrisk.com

Ridgeway Risk AdvisorsPortland, ORRead OnlyActiveView

Role Permissions

Define which role can manage users, assign permissions, and publish updates.

RoleReference Center AccessManage MembersAssign RolesPublish Resources
Agency AdminAllowedAllowedAllowedAllowed
Commercial Lines ProducerAllowedRestrictedRestrictedAllowed
Personal Lines ProducerAllowedRestrictedRestrictedAllowed
Commercial Account ManagerAllowedRestrictedRestrictedAllowed
Personal Account ManagerAllowedRestrictedRestrictedAllowed
ProducerAllowedRestrictedRestrictedAllowed
CSRAllowedRestrictedRestrictedRestricted
MarketingAllowedRestrictedRestrictedAllowed
OperationsAllowedRestrictedRestrictedRestricted
Read OnlyAllowedRestrictedRestrictedRestricted