With the External Claims Adjuster role, you can enhance claims management by adding a login aspect and introducing a new permission (/adjuster), which provides a filtered view of claims assigned to each adjuster.
To enable the External Claims Adjuster role and configure permissions:
- Navigate to Settings > Advanced Settings > Claims.
- Locate the add-external-adjuster-on-claims setting.
- Set the value to True to enable the External Claims Adjuster functionality, allowing adjusters to access and manage their assigned claims.
Important: After updating the setting, log in as an External Claims Adjuster and navigate to the /adjuster endpoint. Confirm that you can view claims assigned to you; perform actions such as reviewing policy details, leaving notes, and uploading attachments; and ensure that restricted actions (e.g., setting up payments to yourself) are not available.
To disable the External Claims Adjuster role:
- Navigate to Settings > Advanced Settings > Claims.
- Set the add-external-adjuster-on-claims value to False.