To add staff to a claim in ClaimWizard:
- Open the claim you want to update.
- Go to the Company Personnel section on the claim.
- Use the staff/role dropdowns to assign existing staff (users with logins) to that claim.
- If you need to add someone new, click Add New People, enter their details, then click Save.
- Confirm the correct role and dates are set so you can track who worked that claim.
Note: Staff with ClaimWizard logins can be assigned to action items; external/non‑employee personnel you add can be tracked on the claim but cannot be assigned action items.