Cancellation approvals are enabled for your whole organisation by a System Administrator via the "Cancellation Approvals" permission in the module and function permissions area.
đNote: Contact the support team to enable this module and function for you.
Permission levels
This permission works at two levels:
Level | What it controls |
Organisation-wide | Turns the whole feature on or off. While it's off, nobody sees any part of it, no pop-ups, no menu options, no settings. |
Per user | Once the feature is enabled for your organisation, you can still restrict individual users from setting up charging rules or reviewing requests. They'll still see the request pop-up when they cancel a visit, and they'll still see which policy is attached to a customer. |
Find the setting
đNote: If you cannot see this setting, speak to your System Administrator.
If the Cancellation Approvals module and function have been enabled, you can turn this on for individual users. Follow the steps below to do this.
Click Settings, then click Other.
Click Profile & Users.
Click Modules & Functions.
Select the relevant module and function, or create a new one by clicking +.
From the QuickLinks menu, select Modules.
From the Functions menu, select Finance.
Select Cancellation Approvals, then click Save.