Enterprise Roles & Permissions

Each corporate account has a Team Owner — a unique member with exclusive capabilities.

Category	Capability	Team Owner (one per team)	Other Members
Billing	Manage payment method	Yes	No
Billing	Redeem coupon	Yes	No
Team Lifecycle	Remove Members	Yes	No

The Team Owner is an Admin with additional permissions, such as managing billing and removing members who are no longer with the team or no longer need access. Deleting an individual account or the entire team is handled manually by Customer Support.

Each member (including the Team Owner) has a role: Producer, Case Design Manager or Administrator.

Roles are not unique — e.g., there may be multiple administrators.

🟦 Producer

Producers mainly work within their own clients and cases.

They can:

Create and manage their own clients and cases
Use available decks and tools
Submit Case Design Requests to their Case support team
Share cases with any other platform user (e.g. their assistant)
Collaborate within shared workflows

🟨 Case Design Manager

Case Design Managers support Producers through the request workflow. They have the same permissions as Producers, and can also:

Invite and manage their own agents
View producers' clients and cases
Access the Case Design Request Queue and work on producers' cases
Self-assign requests
Leave notes, upload reports, and collaborate directly within the workflow

This article describes the Case Design Manager workflows in detail.

🟧 Administrator

Administrators help oversee the overall team workflow. They have the same permissions as Case Design Managers, and can also:

View all team clients and activity
Manage members and roles
Create and manage decks

Below are the capabilities of each role:

Category	Capability	Administrator	Case Design Manager	Producer
Members	Invite members	Yes	Yes (producers only)	No
Members	Change member roles	Yes	No	No
Decks	View/use decks	Yes	Yes	Yes
Decks	Create/save decks	Yes	No	No
Decks	Delete decks	Yes	No	No
Decks	See all decks in switcher	Yes	No	No
Clients	View team clients	Yes (all)	Yes (all team clients)	Own + shared only
Case Design Requests	View Case Design request table	Yes	Yes	Yes (as requester)
Case Design Requests	Self-assign / manage Case Design request	Yes	Yes	No
Producer	NPN required on registration	No	No	Yes
Misc	View other team member profiles	Yes	Producers only (not other CDMs)	Yes

If you have any questions regarding roles, permissions, or enterprise access, please feel free to contact Customer Support.

📧 help@annuitiesgenius.com

📞 949-600-7707

💬 Use the blue chat bubble inside the platform to connect with our support team.