MoveBoardTwo permissions on a person's Permissions tab decide what they can do with claims. Company admins always have both. Nobody else has them until you tick them.
Can see Claims Tab
- Claims in the menu and the order window's Claims button.
- Send claim link to the customer (and send it again).
- Start review, Ask the customer for more, Add a note, and clear a call-back request.
- Reports › Crew Claims Score, a person's Claims tab in Users, and asking Ed about claims.
Can manage claims (fill in, offers, settlements, payments, closing)
Everything above, plus:
- New claim on the Claims page, and filling in a claim for the customer.
- Sending and revising the offer, and correcting or deleting an item the customer entered (deleting only until the customer signs).
- Sending the settlement for signature and recording a settlement signed on paper.
- Mark paid, Close claim, Reopen, Take it and changing the owner.
Paying a claim into the order's money — a card refund, or a refund row on the order — also needs Can process a refund. See Pay a claim.
Settlements
Settlements (in the same Claims card) lets a person make a settlement on an order — money given back with no damage — send the Settlement and Release to sign, record its payout and cancel it. Everyone who can manage claims has it until an admin changes it on their Permissions tab; admins always have it. See Give money back with a settlement.
The claims person
Separately, the Claims person in Settings › Documents & bill of lading › Claims owns every new claim and gets its tasks. Make sure that person can manage claims.
If something goes wrong
- "You do not have permission to work on claims (Can see Claims Tab)."
- "Filling in a claim, offers, settlements, payments and closing need “Can manage claims”."