To configure the permission on Claim module, you need to go to Roles and Permissions.
Below is the list of permissions on Claim module.
PERMISSION | DESCRIPTION | |
|---|---|---|
CLAIM | ||
View claims | Allows user to view claim list, claim basic information, claim details, related policy details, related claims and claim history (not including sensitive information) | |
Create claims | Allows user to create claim and fill in claim details | |
Edit claims | Allows user to edit claim basic information, claim details (not including sensitive information) | |
CLAIM RELATED DETAILS | ||
View claim documents | Allows user to view claim documents list and claim documents (not including sensitive information) | |
Manage claim documents | Allows user to view, upload, edit or delete claim documents (not including sensitive information) | |
View claim notes | Allows user to view claim notes | |
Manage claim notes | Allows user to view, add, edit or delete claim notes | |
CLAIM TRANSACTIONS | ||
View claim transactions | Allows user to view claim transaction list and claim transaction details | |
Create claim transactions | Allows user to create claim transactions, including Reserve, Payment and Recovery | |
Approve payments | Allows user to view list of payments pending for approval and approve payments | |
Change "Adjust Reserve" option for a payment | Allows user to change "Adjust Reserve" option for a payment | |
CLAIM ADMINISTRATION | ||
Manage Settings | Allows user to manage all claim settings (view/create/edit/delete), including Claim Types, Cause Types, Claim Elements, Documents Checklist, Claim Form Builders, Limit Groups | |
CLAIM REPORTS | ||
View claim reports | Allows user to view claim reports | |