Who sees what (Field)
| Field adjuster | Administrator | |
|---|---|---|
| Their own claims (photos, documents, sketches, estimates, notes) | ✓ | ✓ |
| Other adjusters' claims | – | ✓ (Field team page) |
| Messages on a claim | their own claims | every claim |
| Names and emails of other users | only administrators | everyone |
| Sign-up link and company code | – | ✓ |
| Carrier/TPA list and intake | – | ✓ |
A claim belongs to the adjuster who first saves it. Shared estimate macros and vendors are visible to everyone; only the person who added one, or an administrator, can change it. Note templates are personal.