Permissions - by User Group
Action
Permissions Specific to Claim Files
Create a new claim	ü	ü	ü	ü
Create a manual journal entry	ü	ü	ü	ü	ü
Assign a new company to a claim (or a specific user within the company)1	ü	ü	ü
Add a new company as a participant in a claim	ü	ü	ü
Accept Claim Assignment	ü	ü	ü
Add a new user from my company to a claim	ü	ü	ü	ü
Revoke ownership of a claim3	ü
Pages in a claim that can be accessed
Loss Summary page5	ü	ü	ü	ü	ü		ü
Diagrams	ü	ü	ü	ü	ü		ü
Journal	ü	ü	ü	ü
Estimate, all details4	ü	ü	ü	ü			ü
Estimate without financial information4	ü	ü	ü	ü			ü
Photo pages	ü	ü	ü	ü	ü		ü
Forms4	ü	ü	ü	ü			ü
Participants	ü	ü	ü	ü	ü
Documents4	ü	ü	ü	ü	ü	ü	ü
Hand Written Notes4	ü	ü	ü	ü	ü	ü	ü
Information that can be modified
Modify the loss type, deductible, report, coverage and Pricing section1	ü	ü	ü
Modify the claim number, policy number and loss date1	ü
Modify the Year Built field2	ü	ü	ü	ü
Modify the Insured section2	ü	ü	ü	ü
Modify any information in the Loss Summary page2	ü	ü	ü
Change the claim status	ü	ü	ü
General Permissions Within Symbility.NET