Configure Advances Access

Permissions

You will require an Access Role with the following permissions:

• Employees
• Access Roles

Claimant Access

• Signoff Group - In order to request an advance, claimants must have a signoff group selected for advances. This can be configured by editing an employee. For more information, visit Add an Employee.
  
  

  Note: If a claimant has any existing advances, the signoff group will be shaded and unavailable until any existing advances have been closed.

  
  
  

Approver Access

• Signoff Group - The approver will need to be a stage in the claimant's advances signoff group. For more information on how to configure a signoff group, view Configure a Signoff Group.
  
  

  Note: The advance will not appear until it has reached the approver's stage within the signoff group.

  
  
  
• Access Role - The approver will require the Advances Access Role element. For more information on how to configure Access Roles, view Manage Access Roles.