Role profile settlement rules

Menu 10.1.22.98

After you have created a settlement rule, you can assign it to one or several role profiles. You can only assign one settlement rule to a role profile.

This is the rule that this role is authorized to set up. Because settlement rules are connected to role profiles, you must create a settlement rule—even if your agency is not using settlements.

To assign a settlement rule to a role profile:

1. From the Master menu, navigate to Management Strategy > Agency > Role Profiling > Role Profiles (menu 10.1.22.98).
2. In the Enter Master Password window, type the master password, and press Enter or click Ok.
3. In the Setup for Role ID window, do one of the following, and press Enter or click Ok:
   • If you know the role ID, type it.
   • To choose from a list of users, type ?.
     • In the Role-Profile List window, select the profile to use, and press Enter or click Ok.

4. In the Settlement Rules field of the Role Profile screen, type the settlement rule code to assign to this profile, and press Enter.

   

5. At the OK to File prompt, do one of the following, and press Enter:
   • To save your changes, type Y.
   • To discard your changes, type N.
   • To continue making changes, type /.