Policy Administrators Overview

You can create and manage policy administrators on the Manage Agencies tab. The policy administrator types and permission levels are as follows. A detailed explanation is provided in the table at the end of this page.

  • Agency group administrator: Can administer policy and manage all other administrators for all accounts and/or traveler groups attached to any agency in their agency group.
  • Agency policy administrator: Can administer policy data for all accounts and/or traveler groups within that agency. Can create and manage other agency policy administrators and account policy administrators within the same agency hierarchy.
  • Account policy administrator: Can administer policy data only for that account. Can create and manage other account policy administrators within the same account.
  • Account group adminstrator: Can administer policy data for all accounts within their account group. Can create and manage other account group admins and account policy administrators for any account within their account group.

Note: The header on all Universal Policy screens displays certain details about the currently logged-in administrator. See Admin Header Details for more information.

Create and Manage Admins

To create and manage policy administrators, click the Manage Agencies tab on the top of any Universal Policy screen. The Manage Agencies menu provides the following options, depending on the user's role:

  • Create Agency Group Admin: Create and delete agency group administrators for any agency within their agency group. (Available only to agency group administrators.)
  • Create Agency Policy Admin: Create agency policy administrators across any agency hierarchy. (Available to agency policy administrators and agency group administrators.)
  • Create Account Policy Admin: Create account policy administrators across any agency hierarchy. (Available to all administrator roles.)
  • Manage Policy Administrators: Search for and manage other policy administrators. (Available to all administrator roles.)
  • Administer Policy Data (for agency policy admins and account policy admins) or Administer Agency Policy Data (for agency group admins): Select the agency or account for which to manage policies.

Read-only Access

When you create a new administrator in any of the above roles, you can set the administrator to have read-only access to Universal Policy. This allows the user to see policy data but not create, edit, or delete it. You can also edit existing administrators to restrict their access to read-only. To do so, use the Manage Policy Administrators page to find the administrator to edit, click the Edit button by the admin name, and select the Administrator has read-only access box.

Admin Permissions

The following table groups the permissions and functions available to each role type at the agency and account levels.

Role Type Agency-level Permissions Account-level Permissions
Agency Group Admin

Create, edit, or delete any agency group admin or agency policy admin for any agency within their agency group.

Create, copy, edit, or delete the following for all agencies and accounts within their agency group:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes

Create, edit, or delete any account policy admin for any account within any agency within their agency group.

Create, copy, edit, or delete the following for any account within any agency in their agency group:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes
Agency Policy Admin

Create, edit, or delete other agency policy admins.

Create, copy, edit or delete the following for all accounts within their agency:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes

 

Create, edit, or delete account policy admins for any account within their agency.

Create, copy, edit or delete the following for any account within their agency:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes
Account Policy Admin No agency-level permissions.

Create, edit, or delete other account policy admins within their account.

Create, copy, edit or delete the following within their account:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes
Account Group Admin No agency-level permissions.

Create, edit, or delete other account group admins and account policy admins for any account within their account group.

Create, copy, edit or delete the following within their account group:

  • policy groups
  • air policies
  • car policies
  • hotel policies
  • reason codes