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Role-Based Rules
Easily manage permissions and workflows by assigning role-based rules that match each user’s responsibilities.
The role-based rules feature gives brokers complete control over who can view, edit, and approve information in Sunnybrook TMS. This ensures data security, keeps processes consistent, and helps teams operate with confidence.
Why It Matters For Brokers:
Stronger Security: Protect sensitive customer and financial data with controlled access
Consistency: Standardize workflows and prevent unauthorized changes
Efficiency: Reduce errors by aligning system access with user roles
Compliance: Ensure users only have access appropriate to their function
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