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Team Plan Required: Permission management is only available on Team and Enterprise plans.

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Overview

Control what team members can access and do within your Mulligan organization. Grant or revoke permissions for each module to ensure team members only have access to what they need.

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How to Manage Permissions

1

Navigate to Permissions

From the sidebar, click “Permissions” (bottom section).
2

Select a team member

Click on the team member whose permissions you want to manage.
3

Grant or revoke permissions

Toggle permissions for each module:
  • Submissions - Create and manage submission documents
  • Quoting - Generate quotes from carriers
  • Policies - Upload and compare policies
  • Commissions - Process commission statements
  • Integrations - Access integration features (Enterprise only)
  • Invite Members - Send invitations to new team members
4

Save changes

Click “Save” to apply the permission changes. Changes take effect immediately.

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Permission Levels

Mulligan uses a simple permission model:
  • Full access - Can use the module and view all organization data
  • No access - Cannot see or use the module (sidebar item hidden)
There are currently no “view-only” or “edit-only” permissions. Access is all-or-nothing per module.

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Best Practices

Grant only the permissions each team member needs to do their job. Don’t give everyone full access to everything.
Create standard permission sets for common roles:
  • Producer - Submissions, Quoting, Policies
  • Accountant - Commissions only
  • Operations Manager - All features
  • Admin Assistant - Submissions, Policies
Periodically review team member permissions (quarterly or when roles change) to ensure they’re still appropriate.
Be especially careful with:
  • Commissions (financial data)
  • Invite Members (security risk)
  • Integrations (system access)
Keep a record of which roles should have which permissions for consistency when onboarding new team members.

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Common Permission Scenarios

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Scenario 1: New Producer

Role: Account Executive who quotes and binds coverage Recommended permissions:
  • ✅ Submissions
  • ✅ Quoting
  • ✅ Policies
  • ❌ Commissions
  • ❌ Integrations
  • ❌ Invite Members

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Scenario 2: Accountant

Role: Reconciles commission statements Recommended permissions:
  • ❌ Submissions
  • ❌ Quoting
  • ❌ Policies
  • ✅ Commissions
  • ❌ Integrations
  • ❌ Invite Members

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Scenario 3: Operations Manager

Role: Oversees all agency operations Recommended permissions:
  • ✅ Submissions
  • ✅ Quoting
  • ✅ Policies
  • ✅ Commissions
  • ✅ Integrations (if Enterprise)
  • ✅ Invite Members

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Scenario 4: Admin Assistant

Role: Supports producers with submissions and policy organization Recommended permissions:
  • ✅ Submissions
  • ❌ Quoting
  • ✅ Policies
  • ❌ Commissions
  • ❌ Integrations
  • ❌ Invite Members

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What Team Members See

Team members only see modules they have access to:
  • Sidebar - Only shows modules they have permission for
  • Dashboard Quick Actions - Only displays actions they can perform
  • Activity Timeline - Shows all organization activity (cannot be restricted)
Team members can see organization-wide activity in the Dashboard timeline, even for modules they don’t have access to. This provides transparency into team activity.

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Changing Permissions

You can change permissions at any time:
  1. Navigate to Permissions
  2. Select the team member
  3. Toggle permissions on or off
  4. Save changes
Changes take effect immediately. If a team member is currently using the platform, they may need to refresh their browser to see the updated access.

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Removing Team Members

To completely remove a team member’s access:
  1. Navigate to Permissions
  2. Find the team member
  3. Click “Remove Member” or “Revoke All Access”
  4. Confirm the removal
Removing a team member immediately revokes ALL access. They can no longer log in or view any organization data.

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Frequently Asked Questions

Not currently. Permissions are binary: full access or no access per module. More granular permissions may be added in future updates.
Yes. If two team members both have access to Policies, they can see all policies uploaded by anyone in the organization. Data is organization-wide, not user-specific.
They’ll lose access immediately upon the next action. They may need to refresh their browser to see the change reflected in the UI.
Not currently. You must configure permissions individually for each team member. We recommend documenting standard permission sets for common roles.
Only team members with access to the Permissions page can change permissions. Typically, this is the organization owner or administrators.

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Next Steps

Invite Team Members

Add colleagues to your organization

View Dashboard

Monitor team activity

Upgrade Plan

View Team and Enterprise plan details

Best Practices

Learn tips for team management