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Configuring claims users

Claims has its own permissions model, but utilizes users set up from your main Enable channels.

Before you provide a user with claims permissions, the user must have already been created within your main Enable channel.

This article will guide you through:

  1. How to manage claims user permission groups
  2. How to provide a user with claims admin access

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How to manage claims user permission groups

Permission groups can be created to apply the same permissions to a selection of users, to allow easy setup of certain roles who will manage certain trading partners.

Claims admin users have access to the Config area and user permission groups within the Claims app. If you require additional help, please reach out to our support team here.

To create a user permission group for claims:

Step 1: Within the Claims app, click on Config in the green banner at the top of the page.

Step 2: Click on Permission groups in the drop-down menu.

Step 3: Click the Create permission group button.

Step 4: Complete the following information in the Create permission group page:

  • Name: Enter a name for the group of users, e.g. Commercial team, Accounting team, etc.
  • Permission: Select Read, or Read and write to also provide access to create claims.
  • Users: Set the checkbox against the users this permission group will apply to. Users displayed here originate from your main Enable channels.
  • Trading partners: Set the checkbox for individual trading partners for the users within the permission group to only view claims related to a subset of partners. Alternatively, set the checkbox for Applies to all trading partners and Includes future trading partners if you wish for the users within the permission group to view all claims for current and any potential new trading partners.

Step 5: Click the Save button at the bottom of the page. Your permission group has now been created, and will be displayed in the permission groups list.

Tip: To edit a permission group or add new users to the group, simply click on the relevant group in the list and make any required changes mentioned above.

Creating a permission group for selected trading partners

How to provide a user with claims admin access

Claims admin users have access to the Config area within the Claims app. If you require additional admin access for a claims user, please reach out to our support team here.

What’s next?

Ready to see your audit history within the Claims app? Learn how to monitor claims activity logs here.

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