View access as

Crescent scoped-access demo

Two brokers on different lines, plus a lender on the Oakridge conversion. Preview only — this does not change the owner-controlled book. Only the owner Applies a verified fact.

Owner Admin — full book

Owner Admin. Verifies and Applies. Sees every line and the Oakridge conversion.

Placewell — Contributor

Contributor scoped to Property — buildings (c01). Access is not ownership.

Ridgeway — Contributor

Contributor scoped to Automobile (c04). Access is not ownership.

First National — Viewer

Viewer on the Oakridge Court conversion file. Read-only — not ownership of the book.

Scoped access

Oakridge conversion — read-only

Your access is the Oakridge Court conversion file on this owner-controlled book — read-only, not ownership of the book. Participation is optional. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

Can see

Oakridge Court conversion file — read-only
Connected records · Oakridge Court

Cannot see

Property and automobile lines
Stewardship commitments
Owner invite, roster, revoke, verification, and Apply
Add documents

Outside this access

This module is not on your scoped access. Records here stay on the owner-controlled book. Access is not ownership. Participation is optional. PRH does not place coverage or act as your broker. Only the owner Applies a verified fact to the book.

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