Understanding Your Account Structure
Learn about roles, permissions, and how AwardLettr accounts are organized.
A lot of appraisal software was built for big adjuster shops where one assignment gets passed between five people. AwardLettr was not. It assumes you are the appraiser and you own the work, even if you have a VA helping with paperwork.
Getting the account structure right up front saves you from confusing permission errors later. If a staff member tries to do something only the owner can do, or if you wonder why an appraisal "belongs" to a specific person, this article is the answer.
Read this before you invite anyone to your account. Owners need to understand what staff can and cannot do, and staff need to understand that the work always rolls up to the owner.
AwardLettr is designed with independent appraisers in mind. Each account represents one appraisal business, with the owner being the primary appraiser.
Key Concept
User Roles
| Role | Description | Permissions |
|---|---|---|
| Owner | The appraiser who owns the account | Full access to everything including billing and company settings |
| Staff | Virtual assistants, administrative helpers | Can view and help with appraisals but cannot own work |
Representing Party
On each appraisal, you specify which party you represent:
- Carrier Appraiser - You are hired by the insurance company
- Insured Appraiser - You are hired by the policyholder
Default Setting