Rating Matrices
Module: Rates · For: Carrier users · Page address: /carrier-portal/rates/matrices
How to get there
Section titled “How to get there”Rates → Rating Matrices
Who can use this page
Section titled “Who can use this page”Needs: View permission on the Rates module.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| New | Create on Rates | Manage also grants it |
| Export 9 rows to CSV | Export on Rates | Manage also grants it |
What you see
Section titled “What you see”- Rating matrices
Table columns
Section titled “Table columns”Name · Matrix # · Rate Method · Rate Type · Rates · Side · Provenance · Status
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Next page
Tab: Last page 1
What you can do
Section titled “What you can do”- Refresh
- New
- Filter to Matrices
- Filter to Active
- Filter to Advisory
- Filter to Ratified
- Filters
- Export 9 rows to CSV
- Name
- Rate method
- Rate type
- Rates
- Side
- Provenance
- Status
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Status | No | combobox | Any status |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Loading state
Popover-Guide state
Rowmenu state
Last updated 2026-10-27