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Settings & Permissions

Give Every User the Right Permission—No More, No Less

With multiple departments connected to a claim file (Claims, Legal Affairs, Finance, Administration), controlling who can see what and what they can do becomes sensitive. Claims and settlement data are financial and personal by nature, and uncontrolled access creates regulatory and financial risk.

The module enables users to be added, assigned permissions, and linked to the correct departments and sections, with unified settings for messaging and email channels used for system alerts.

Settings & Permissions
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What Does the Module Display / Manage?

  • Add users and link them to departments and sections.
  • Define permissions at module or file level.
  • Department and section structure within the company.
  • Settings for messages and emails sent from the system.

Questions This Module Answers

  • Who has permission to view this file?
  • Which department or section does this user belong to?
  • Do the user’s permissions align with their role?

How Does It Help Firm Management and the Team?

Adds users and configures permissions according to approved policy.

Reviews team permissions and approves changes.

Periodically reviews permission records for governance and audit purposes.

Value & Operational Return

  • Protect claims and customer data with precise permissions.
  • Reduce the risk of unauthorized access.
  • Support internal and regulatory audit with a clear permissions record.
  • Facilitate management of the company’s changing organizational structure.

Settings and permissions are the first line of defense, helping ensure each user accesses only what relates to their role—no more.