Disabling a User in ClaimWizard Account

Objective

To disable a user in the Claim Wizard account to prevent them from logging in and working on the platform while maintaining historical records.

Key Steps

1. Navigate to the gold star icon in the Claim Wizard account.

2. Click on the staff icon and search for the user you want to disable.

3. Select the user (e.g., Russ) from the list.

4. Access the staff summary and click on staff administration.

5. Toggle the "account enabled" option to "account disabled."

6. The system will automatically save the changes, and the user will no longer be able to log in.

7. Inactive users can be found in the "inactive staff" section.

Cautionary Notes

• Do not delete users from Claim Wizard to preserve historical records.

• Avoid renaming accounts to maintain accountability and compliance.

Tips for Efficiency

• Ensure you have the necessary security clearance to access user administration settings.

• Double-check to confirm that the user's account status has been successfully changed to disabled.

• Regularly review and manage inactive staff to keep the user list updated and organized.