Who sees what (Desk)
Everyone on your staff uses the desk adjuster interface. What they see depends on their role:
| Desk adjuster | Supervisor / admin | Client portal user | Vendor portal user | |
|---|---|---|---|---|
| Claims they own or are assigned to | ✓ | ✓ | – | – |
| Every claim | – | ✓ | – | – |
| Assign / reassign the desk adjuster | – | ✓ | – | – |
| Dispatch to firms and experts; add firms | ✓ (their claims) | ✓ | – | – |
| Add vendor portal sign-ins | – | ✓ | – | – |
| Client companies (for the portal) | – | ✓ | – | – |
| Other users | supervisors | everyone | – | – |
| Their company's shared claims (portal view) | – | – | ✓ | – |
| Assignments sent to their firm (portal view) | – | – | – | ✓ |