Billing permissions

You can set up permissions to limit access to pages and functions in BriteCore (Settings > System Wide > Permissions).

Administrators, agents, and claims adjusters may have access to different pages and functions.

Example:

• An agent may not have access to the Contacts module, but they may have access to the Quote wizard.
• Claims adjusters may only have access to the Claims module.

Permissions for Billing

There are several permissions related to Billing that you can establish for user roles within your organization.

Examples:

• If you want to remove the Delete button from all policy payment records, set the Access level to None for either one of these permission paths:
  • britecore/policies/accounting/deleteRecord
  • britecore/policies/accounting/deletePayment
• If you want to remove the Delete button from all policy Accounts Receivable records, set the Access level to None for this permission path:
  • britecore/policies/accounting/deleteRecord
• If you want to make the Claims Accounting screen read-only, set the Access level to Read for this permission path:
  • britecore/claims/accounting

Add rules to a permission level

To add rules to a permission level:

1. In BriteCore, select Settings.
2. On the Settings screen, select System Wide, and then select Permissions.
3. In the Permission Levels section, locate the permission level you want to add a rule to and then select the pencil icon next to that level.
4. Select + Add Rule.
5. From the Rule dropdown list, select a rule. For example, if you want to add a rule about the delete button on policy payment records, you would select britecore/policies/accounting/deletePayment.
6. In the Access column next to that rule, select the access level you want to assign to the rule for the permission level.

Example: If you want to hide the Delete button from all policy payment records, you would select None for the britecore/policies/accounting/deletePayment rule.