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
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Navigate to the gold star icon in the Claim Wizard account.
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Click on the staff icon and search for the user you want to disable.
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Select the user (e.g., Russ) from the list.
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Access the staff summary and click on staff administration.
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Toggle the "account enabled" option to "account disabled."
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The system will automatically save the changes, and the user will no longer be able to log in.
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Inactive users can be found in the "inactive staff" section.
Cautionary Notes
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Do not delete users from Claim Wizard to preserve historical records.
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Avoid renaming accounts to maintain accountability and compliance.
Tips for Efficiency
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Ensure you have the necessary security clearance to access user administration settings.
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Double-check to confirm that the user's account status has been successfully changed to disabled.
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Regularly review and manage inactive staff to keep the user list updated and organized.