There are a number of different users you can create on Crimson. The categories are:
Security user
Able to create, delete and amend security users, community owners and community members. They can also create, delete and amend the name of a community and have access to all reports or risk improvements for that community.
Community owner
Can be either an existing security user or a community owner in their own right. They can choose community members and see all reports and risk improvements sent to their community.
Community member
A person added to a community by the community owner and deals with a particular aspect of a company’s business. They can see all reports and risk improvements for their community. They have edit access and can respond to reports or extract data and download it as an Excel workbook. The community member may be an employee of your company, a broker or managing agent or a Zurich Risk Services employee whose duties mean they have to view your company’s reports and data.
Customer database
This is your site in Crimson. It replaces all the various databases that were originally assigned to a particular customer within Esitrak. This database contains all reports, risk improvements and other information pertaining to a customer. A database can only be created by a customer relationship administrator.
Customer community
If you want to set up more than one area where reports and or risk improvements can be delivered to and assign various users, you can create various communities, e.g. North, South or Runcorn, Brighton, etc. to reflect the geographic make up of the company. If you have one site, you could create other communities for an area of risk, e.g. property protection, local exhaust ventilation.
Users list
When a customer relationship administrator or security user adds a user to the system either, they are initially added to the list of users. At this point they are not allocated to a community and can not see any reports, until they are selected by a security user or community owner.