How do I assign claim roles within ClaimWizard?

What you see on the dashboard is determined by your role and security clearance in the system. Assignable staff such as adjusters and estimators will only see those claims that have been assigned to them and the dashboard will reflect this.

The roles that someone can be in can be modified from their staff record in the tab labeled "Staff Administration." You can access a staff record by searching on their name or browsing all staff from the staff area, accessed by clicking on the star icon on the left-hand side.