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Permissions - by Claim Role |
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Insurance Company originator |
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Non-insurance company originator |
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Assignee |
| Action
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Peer |
| Permissions Specific to Claim Files |
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| Administration |
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| Change claim status |
ü |
ü |
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| Edit page |
ü |
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| Participants1 |
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| View list of companies involved in the claim |
ü |
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| View user creator of the claim |
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| View list of user participants from my company (or a branch of my company) |
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| View list of user participants from any assignee company (other than my company) |
ü |
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| View list of user participants from a peer company added by my company |
ü |
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| View list of user participants from any peer company |
ü |
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| Add/remove user participant from my company (or a branch of my company) |
ü |
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| Assign/unassign vendor |
ü |
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| Add peer company |
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| Remove any peer company |
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| Remove peer company that my company has added to the claim |
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| Remove user participant from assignee company (other than my company) |
ü |
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| Remove user participant from any peer company (other than my company) |
ü |
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| Estimates |
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| View an estimate created by my company (or a branch of my company)2 |
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| View an 'in progress' estimate created by an assignee company3 |
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| View an 'in progress' estimate created by a peer company added by my company3 |
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| View an 'in progress' estimate created by any peer company3 |
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| View a completed/approved estimate created by an assignee company2 |
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| View a completed/approved estimate created by a peer company added by my company2 |
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| View a completed/approved estimate by any peer company2 |
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| View a completed/approved estimate shared with your company4 |
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| Complete an 'in progress' estimate created by my company (or a branch of my company) |
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| Approve a completed estimate created by an assignee company |
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| Approve a completed estimate created by any peer company |
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| Forms |
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| View form added to the claim by my company |
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| View form added to the claim by an assignee company |
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| View form added to the claim by a peer company added by my company |
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| View form added to the claim by any peer company |
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| Journal |
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| Add manual journal entry intended for a specific assignee company |
ü |
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| Add manual journal entry intended for any specific peer company |
ü |
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| Add manual journal entry intended for a peer company added by my company |
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| Add manual journal entry intended for all other companies (assignees or peers) |
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| Add manual journal entry intended for claim originator |
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| View all automatic journal entries |
ü |
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| 1 Applies to the Claim Explorer and the Participants page. Note that references to adding/removing/viewing list of users also include guest users. |
| 2 Completed/approved estimates should appear in History and Audit Report as well |
| 3 Estimate's content is hidden and appears as being in progress |
| 4 Shared estimates are not accessible through the History or Audit report |
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| Note: All above permissions apply to claim participants from head office of the Originator/Assignee/Peer |