There are several permission levels within FormFire. This will help explain the roles and capabilities of each user type.
This account type only has access to the employee interview portal.
HR Managers have access to the employee interview portal, but with special permissions. When these users login, they have a special HR Dashboard landing page. From there, they are able to see the status of each employee in their group (i.e., whether the account is complete or not), enter information regarding the employer interview (which is used to populate employer forms), load census data on behalf of new employees (first & last name, last 4 digits of the SSN and the date of birth), and terminate employees from the group.
Service Rep/Account Exec
These user types have limited access to the admin portal - meaning they can only service the clients assigned to them as established on the Client Details page. These users can't add or delete clients. They don't have access to the Individuals page. But, they can add or remove employees in an existing client (group) that is assigned to them.
These account user types have access to the admin portal, they can add and delete clients, service any account in their broker agency and see all employer groups for a brokerage.
General Agency Administrators
These account user types can access the admin portal and can see clients associated with all brokerages that are under the general agency umbrella.
This is a specific access that is granted to only one Customer Administrator at a Broker Agency, if the Broker Agency uses FormFire for their own enrollment purposes. This person would be acting as an Insurance Broker for their own agency. FormFire will allow the Benefit Administrator the ability to perform broker activities and would prevent any other Broker access level the ability to view the group in FormFire.