Default user profile overview

Last updated: April 6, 2026

Overview

This article describes the three standard user profiles in amplo. Use it to understand what you can see and do based on your assigned role.

  • Veruna Power User: Full access to most objects, including advanced accounting, commissions, and administrative features.

  • Veruna Standard User: Focused access to day-to-day agency operations, with some restrictions on sensitive financial and administrative objects.

  • Veruna Lite User: Limited access to core functions, with broad restrictions on accounting and commission visibility.

Note: This article covers out-of-the-box amplo profiles. Your organization may include similarly named profiles that are copies. Contact your admin to confirm which profiles apply to your setup.

Understanding permission levels

Each object in the system can have one of the following permission levels:

Permission

Purpose

Read

View records only

Read, Create, Edit

View, create, and modify records

Read, Create, Edit, Delete

Full control over records

Read, Create, Edit, Delete, View All, Modify All

Full control, plus visibility and editing of all records, including those owned by others

No Access

Cannot view or interact with this object at all

--

System-managed; permissions are not user-configurable

Compare profiles by functional area

Expand the sections below to compare permission levels by functional area.

Policies & Quotes

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Policies

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Policy Changes

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Policy History

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Policy Payments

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Policy Errors

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Policy Downloads

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Quotes

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Quote Request

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Quote Schedules

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Quote Coverages

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Schedules

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Coverages

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Coverage Type

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Claims

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Claims

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Claims Payments

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Claims Parties

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Claims Download Details

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Claim Locations

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Claim Vehicles

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Claims Reported

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Accounts & Contacts

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Accounts

Read, Create, Edit, Delete, View All

Read, Create, Edit

Read, Create, Edit

Contacts

Read, Create, Edit, Delete, View All

Read, Create, Edit, Delete

Read, Create, Edit

Account Holders

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Account Locations

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Name Insureds & DBAs

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Commissions

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Agency Commissions

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Commission Schedules

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Producer/Sub-Producer Commission Rates

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read Only

Producer Commission Defaults

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Producer Profiles

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Tiered Commission Rates

Read, Create, Edit, Delete, View All, Modify All

No Access

No Access

Default Agency Commissions

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

IVANS Commission Download Details

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Carrier Decision Mappings For Commission

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Certificates

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Certificate Holders

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Certificate Additional Interests

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Certificate Coverages

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Certificates / Evidence Templates

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Certificate Delivery

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Certificate Preferences

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Certificate Mappings

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Accounting & Finance

The chart shows the core objects and permissions across each profile. Note that this functional area has the most significant differences between profiles.

Object

Power

Standard

Lite

Billings

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Billing Lines

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Billing Plans

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Billing Rates

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Payables

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Payable Lines

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Cash Receipts

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Cash Disbursements

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Journal Entries

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Bank Deposits

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Bank Reconciliations

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

General Ledger Accounts

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Financial Report Definitions

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Financial Cubes

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Ledgers

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Accounting Periods

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Transactions

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Time Cards

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Expense Reports

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

No Access

Master Billings

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Benefits & Employees

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

Benefit Plans

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Benefit Plan Rates

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Benefit Rate Structures

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Employees/Dependents

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Benefit Employee Eligibilities

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Eligibility & Contributions

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Document management

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

S-Docs

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

S-Docs Templates

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

S-Docs Jobs

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

eDocs Download Details

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

eDocs Mappings

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Read, Create, Edit, Delete

Commercial Lines (CL) & Personal Lines (PL)

The chart shows the core objects and permissions across each profile.

Object

Power

Standard

Lite

CL Coverages, Limits, Deductibles

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

PL Schedules

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

PL Vehicles

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

PL Underwriting Information

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

BOP Property

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

BOP Policy Level Coverages

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

General Liability

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit

Read, Create, Edit

Premises

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit

Workers' Compensation Rating

Read, Create, Edit, Delete, View All, Modify All

Read, Create, Edit, Delete

Read, Create, Edit