> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Crm rule management

## **CRM Rule Management**

### **Objective:**

To configure rules for the **buttons and Mail data Configuration** under **Finance > Claim > Ledger and Finance > Claim > Payout** using Role Management settings in CRM.

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### **Navigation Path:**

CRM → Settings → Role Management → Select Role → Edit → Finance → Claim → Ledger / Payout

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### **Step-by-Step Process:**

1. **Access Role Management**
   * Go to **CRM Settings**
   * Click on **Role Management**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/settings/crm-rule-management/image1.png" />

2. **Select Role**
   * Choose the **specific role** for which you want to modify permissions or rules
3. **Edit Role**
   * Under the **Actions** column, click on the **Edit (pencil icon)**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/settings/crm-rule-management/image2.png" />

4. **Navigate to Finance Module**
   * Scroll down to locate the **Finance** section
   * Click on **Finance**
5. **Go to Finance > Claim Section**
   * Inside Finance, select **Finance > Claim**
6. **Open Ledger/Payout Configuration**
   * Go on **Finance > Claim > Ledger** under Finance > Claim\
     Also,
   * Go on **Finance > Claim > Payout** under Finance > Claim to manage the Authbridge skip verification button function.
7. **Manage Rules**
   * On the right-hand side, locate the **Rules** section
   * Click on the **Configure Granular Rules** to manage rules

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/settings/crm-rule-management/image3.png" />

8. **Add New Rule**
   * In the popup that appears:
     * Click on **“Add Rule”**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/settings/crm-rule-management/image4.png" />

9. **Configure Rule Details**
   * **Type:** Select the required rule type
   * **Columns:** Choose relevant columns from the dropdown (for managing the data present in ledger emails)
   * **Button:** Type “**Submit” for submit button** in ledger\*\*,\*\*\
     **or Select Auth bridge Authentication** from the dropdown in payout.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/settings/crm-rule-management/image5.png" />

10. **Save Changes**

* After configuring the rule, **save/apply** the changes as required

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### **Expected Outcome:**

* The configured rule will control the behavior/visibility of the **Submit button** in the Ledger section based on selected conditions.
* After making changes in the **Ledger** section, you can manage the buttons within Ledger and also configure the columns included in Ledger-related emails.
* In the **Payout** section, you can control the visibility of the **AuthBridge Authentication** button, which is required during the **Send to ERP** process.
* This rule management functionality will soon be extended to other modules as well as per the requirement raised

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Prepared By: Aparmita Srivastav