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Insurance Create/Update Group Census Data Permission Set
Give your agents access to just what they need to create and update group census data.
Access Provided by the Insurance Create/Update Group Census Data Permission Set
This permission set is delivered in the Insurance managed package and provides Read access to the following objects:
-
Account
-
Attribute
-
Attribute Assignment
-
Attribute Category
-
Compiled Attribute Override
-
Contract
-
Group Census
-
Group Class
-
Group Class Contribution
-
Insurance Contract
-
Pricebook
-
Price List
-
Price List Entry
-
Product
-
Product Child Item
-
Product Requirement
This permission set provides Read, Edit, and Create access to the following objects:
-
Contact
-
Contract Group Plan
The Insurance Create/Update Group Census Data permission set also provide Read, Edit, Create, and Delete access to these objects:
-
Group Census Member
-
Group Census Member Plan
Additionally, this permission set grants access to certain fields on some of the objects listed above.
Object |
Field |
Access |
|---|---|---|
Attribute Assignment |
Object |
Read |
Attribute |
Read |
|
Category Name |
Read |
|
Attribute Unique Code |
Read |
|
Attribute Display Name |
Read |
|
Attribute Filterable |
Read |
|
Attribute Name |
Read |
|
Rate Band Tier |
Read |
|
Rating Type |
Read |
|
Is Rating Attribute |
Read |
|
Rating Input |
Read |
|
Rating Output |
Read |
|
Valid Values Data |
Read |
|
Value |
Read |
|
Value Data Type |
Read |
|
Compiled Attribute Override |
Attribute Default Values |
Read |
Attribute Metadata |
Read |
|
Attribute Rules |
Read |
|
JSON Attribute |
Read |
|
Product |
Read |
|
Product Child Item |
Read |
|
Contact |
Account ID |
Read, Edit |
Birthdate |
Read, Edit |
|
Read, Edit |
||
Gender |
Read, Edit |
|
Middle Name |
Read, Edit |
|
Party |
Read, Edit |
|
Social Security Number |
Read |
|
Tax ID |
Read |
|
Group Census |
Attribute Selected Values |
Read |
Product |
Read |
|
Group Census Member |
Attribute Selected Values |
Read, Edit |
Birthdate |
Read, Edit |
|
Contact |
Read, Edit |
|
| Dependent Count | Read, Edit | |
Read, Edit |
||
Full Time Equivalent |
Read, Edit |
|
Gender |
Read, Edit |
|
Group Class |
Read, Edit |
|
Join Date |
Read, Edit |
|
| Member Type | Read, Edit | |
Is Opt Out All Plans |
Read, Edit |
|
Opt Out Plan Types |
Read |
|
Is Portal User |
Read, Edit |
|
Primary Census Member |
Read, Edit |
|
| Primary Member Source | Read, Edit | |
Primary Group Census Member |
Read, Edit |
|
Product |
Read, Edit |
|
| Relationship To Primary Member | Read, Edit | |
| Source System Identifier | Read, Edit | |
Contract Group Plan |
Attribute Selected Values |
Read, Edit |
| Contract Group Parent Plan | Read | |
| Product | Read | |
| Product Child Item | Read, Edit | |
Status |
Read |
|
Product |
Approved By |
Read |
Approved On |
Read |
|
Attribute Default Values |
Read |
|
Attribute Metadata |
Read |
|
Attribute Rules |
Read |
|
Availability |
Read |
|
Carrier |
Read |
|
Class |
Read |
|
Is Configurable |
Read |
|
Has Custom Attribute Process |
Read |
|
Data Mapper Bundle Name |
Read |
|
Default Image |
Read |
|
| Description | Read | |
Display URL |
Read |
|
Effective Date |
Read |
|
Eligibility Criteria |
Read |
|
End Date |
Read |
|
End of Life Date |
Read |
|
Enrollment Status |
Read |
|
External Data Source |
Read |
|
External ID |
Read |
|
| Family | Read | |
Formulary |
Read |
|
Global Key |
Read |
|
Image |
Read |
|
Instance Key Formula |
Read |
|
JSON Attribute |
Read |
|
Last Publish Date |
Read |
|
Lifecycle Status |
Read |
|
Line of Business |
Read |
|
Market Segment |
Read |
|
Is Orderable |
Read |
|
Parent Class |
Read |
|
Parent Class Code |
Read |
|
Pricing Formula |
Read |
|
Pricing Source |
Read |
|
Product Code |
Read |
|
Product Spec |
Read |
|
Provider Network |
Read |
|
Rate Band |
Read |
|
Rating Calculation Procedure Name |
Read |
|
Rating Procedure Type |
Read |
|
Is Recommended |
Read |
|
Record Type Name |
Read |
|
Replacement Product |
Read |
|
Reserve Processing Mode |
Read |
|
Selling End Date |
Read |
|
Selling Start Date |
Read |
|
Specification Sub Type |
Read |
|
Specification Type |
Read |
|
Standard Premium |
Read |
|
Status |
Read |
|
Sub Type |
Read |
|
Term |
Read |
|
Tier |
Read |
|
Total Insured Formula |
Read |
|
Track As Agreement |
Read |
|
Type |
Read |
|
Product Child Item |
Child Product |
Read |
Child Record Type |
Read |
|
Parent Product Child Item |
Read |
|
Default Selected Criteria |
Read |
|
Eligibility Criteria |
Read |
|
Is Optional |
Read |
|
Maximum Quantity |
Read |
|
Minimum Quantity |
Read |
|
Parent Product |
Read |
|
Pricing Formula |
Read |
|
Pricing Source |
Read |
|
Required Criteria |
Read |
|
Select Validation Criteria |
Read |
|
Select Validation Message |
Read |
|
Sequence Number |
Read |
|
Sub Parent Specification |
Read |
Next Steps
Ready to get started? Learn how to assign this permission set here.
