Assigning Privilege to Positions

These privileges apply to only the positions to which they are assigned.

Procedure

  1. In the Organization Editor diagram, select the Customer Service Representative (Motor) position in the Motor Claims Organization Unit.
  2. Click the Privileges - Assigned tab in the Properties view.
  3. Click to display the Select Type dialog.

  4. From the Matching Items box, select Authorize Claims and click Add, then click OK.

    The Authorize Claims privilege is added to the Customer Service Representative (Motor) position. The value of the Approve Claims up to qualifier is shown as the default value of 500.

  5. Similarly, select the Motor Claims Manager position, and add the Authorize Claims privilege.
  6. Select the Qualifier Value field and type 20,000 to replace the default value.
  7. In the Household Claims Organization Unit, add the Authorize Claims privilege to both Customer Service Representative (Household) and Household Claims Manager. Change the value of the qualifier for the Manager to 1,000,000.