Financial Staff Standardized Permissions

Title

URL

Group

Access

Access (Closed Cases)

Access (Assigned Cases)

Accounting

/SaRx/Accounting.aspx

Accounting

Full Access

N/A

N/A

Accounting Integration

/AccountingIntegration.aspx

Accounting

Full Access

N/A

N/A

Financial Dashboards

Dashboards

Full Access

N/A

N/A

Settlement/Fee Production

/Dashboard_SettlementProduction.aspx

Financial Dashboards

Full Access

N/A

N/A

Closed Cases Analysis

/DashboardClosedCasesReport.aspx

Financial Dashboards

Full Access

N/A

N/A

Settlement Dashboard

/DashboardSettlement.aspx

Financial Dashboards

Full Access

N/A

N/A

Advertisement Campaigns

/Dashboard_AdvertisementCampaigns.aspx

Financial Dashboards

Full Access

N/A

N/A

Policy Limit Settlement Report

/SAReports.aspx?reportid=PolicyLimitSettlementReport/PolicyLimitSettlementReport

Financial Reports

Full Access

N/A

N/A

Settlement Report

/SAReports.aspx?reportid=Settlement Report/Settlement Report

Financial Reports

Full Access

N/A

N/A

Cases With Disbursement Exceeding Limit Report

/SAReports.aspx?reportid=CaseDisbursementExceededReport/CaseDisbursementExceededReport

Financial Reports

Full Access

N/A

N/A

Money In Trust Account

/SAReports.aspx?reportid=MoneyInTrustAccountReport/MoneyInTrustAccountReport

Financial Reports

Full Access

N/A

N/A

Fees Outstanding

/SAReports.aspx?reportid=FeeOutStanding/FeesOutstanding

Financial Reports

Full Access

N/A

N/A

Checks Audit Trail Report

/SAReports.aspx?reportid=ChecksAuditTrailReport/ChecksAuditTrailReport

Financial Reports

Full Access

N/A

N/A

Fees Deposited

/SAReports.aspx?reportid=FeeDepositReport/FeesDepositedReport

Financial Reports

Full Access

N/A

N/A

Settlement Forecast Report

/SAReports.aspx?reportid=SettlementForecastReport/SettlementForecastReport

Financial Reports

Full Access

N/A

N/A

Case Values

/SAReports.aspx?reportid=CaseValues/CaseValues

Financial Reports

Full Access

N/A

N/A

Lien Report

/SAReports.aspx?reportid=Lien Report/LienReport

Financial Reports

Full Access

N/A

N/A

Upside Down Medicals Report

/SAReports.aspx?reportid=UpsideDownMedicalsReport/UpsideDownMedicalsReport

Financial Reports

Full Access

N/A

N/A

Settlement Performance (Min. Value)

/SAReports.aspx?reportid=SettlementPerformanceMinValueReport/SettlementPerformanceMinValueReport

Financial Reports

Full Access

N/A

N/A

Expense Analysis Report

/SAReports.aspx?reportid=ExpenseAnalysisReport/ExpenseAnalysisReport

Financial Reports

Full Access

N/A

N/A

Settlements By Case Group/Type

/SAReports.aspx?reportid=SettlementsByCaseGroupAndType/SettlementsByCaseGroupAndType

Financial Reports

Full Access

N/A

N/A

Funding Report

/SAReports.aspx?reportid=FundingReport/FundingReport

Financial Reports

Full Access

N/A

N/A

Checks Received Report

/SAReports.aspx?reportid=ChecksReceivedReport/ChecksReceivedReport

Financial Reports

Full Access

N/A

N/A

Case Settlement Values

/SAReports.aspx?reportid=Case Settlement Value/CaseSettlementValues

Financial Reports

Full Access

N/A

N/A

Disbursement Report

/SAReports.aspx?reportid=DisbursementReport/DisbursementReport

Financial Reports

Full Access

N/A

N/A

QuickBooks Disbursements Report

/SAReports.aspx?reportid=QBDisbursements/QuickBooksDisbursements

Financial Reports

Full Access

N/A

N/A

Advertisement Campaigns Summary Report

/SAReports.aspx?reportid=AdvertisementReport/AdvertisementSummaryReport

Financial Reports

Full Access

N/A

N/A

Lead/Case Cost Report Per Campaign

/SAReports.aspx?reportid=LeadCaseCostReport/LeadCaseCostReport

Financial Reports

Full Access

N/A

N/A

Disbursements

/Case_Disbursement.aspx

General

Full Access

Full Access

Full Access

Fees Awarded

/FeesAwarded.aspx

General

Full Access

Full Access

Full Access

Negotiation/Settlement

/Negotiation.aspx

General

Full Access

Full Access

Full Access

Negotiation/Settlement (Checks Panel)

/Negotiation.aspx#Checks

General

Full Access

Full Access

Full Access

Negotiation/Settlement (Negotiations Panel)

/Negotiation.aspx#Negotiations

General

Full Access

Full Access

Full Access

Negotiation/Settlement (Settlements Panel)

/Negotiation.aspx#Settlements

General

Full Access

Full Access

Full Access

Client Contact Overdue

/Dashboard_Sol_V2_ClientContact.aspx

Overdue Dashboards

No Access

N/A

N/A

Notes Overdue by Type

/DashboardStaffReview.aspx

Overdue Dashboards

No Access

N/A

N/A

Financial Reports

Reports

Full Access

N/A

N/A

SOL Report Simple

/SAReports.aspx?reportid=SOLReportv2/SOLReportSimple

SOL/Critical Deadline Reports

No Access

N/A

N/A

Notice of Claim Report

/SAReports.aspx?reportid=Notice of Claim/Notice of Claim Report

SOL/Critical Deadline Reports

No Access

N/A

N/A

SOL Report

/SAReports.aspx?reportid=SOLReportv2/SOL Short Report V2

SOL/Critical Deadline Reports

No Access

N/A

N/A

No Fault Report

/SAReports.aspx?reportid=No Fault Report/NoFaultReport

SOL/Critical Deadline Reports

No Access

N/A

N/A

Critical Deadline Report

/SAReports.aspx?reportid=Critical Deadline Report/CriticalDeadlineReport

SOL/Critical Deadline Reports

No Access

N/A

N/A

Negotiation Follow-Up

/SAReports.aspx?reportid=NegotiationFollowUp/NegotiationFollowUp

Staff Management Reports

No Access

N/A

N/A

Accounting

Tools

Full Access

N/A

N/A

Check Requests For Review

/CheckRequestsForReview.aspx

Tools

Full Access

N/A

N/A

Distribution Check Requests For Review

/DistributionCheckRequestsForReview.aspx

Tools

Full Access

N/A

N/A