Objective

This knowledge base article explains how an Account Administrator can update an existing staff member’s permissions by enabling the Office Staff role in ClayWizard. Completing this action gives the staff member full editing access to claims and clients.

Key Steps

1. Open the Staff Area 

• From the main navigation, click the star icon to open Staff.
• Locate the existing staff member you want to update.
• In this example, the staff member is Fred Weasley.

2. Access the Staff Administration Tab 

• Select the staff member’s name to open their profile.
• Navigate to the Staff Administration tab.
• Review the current role assignments shown on the page.

3. Enable the Office Staff Role 

• Find the Office Staff role in the permissions list.
• If the role is disabled, it will appear as a red X.
• Click the red X to change it to a green check mark and enable the role.

4. Confirm Access Has Been Updated 

• Once enabled, the staff member will have full editing access to all claims and clients.
• No save action is required; the change applies immediately.
• Verify the role now displays as enabled.

Cautionary Notes

• Only an Account Administrator should change permissions.
• Enabling Office Staff grants full editing access to claims and clients, so confirm the change is intended before proceeding.
• This action has no save button; permissions update immediately after you click the X and it turns to a green checkmark.