Members
The Members widget provides a centralised way to manage team member assignments for each claim, enabling clear accountability and ensuring relevant stakeholders stay informed throughout the claim's lifecycle. It supports adding multiple members, searching by name or organisation, and removing members as team structures or responsibilities change.
The Members feature facilitates effective team collaboration by allowing you to assign the right people to each claim based on your team's structure and responsibilities. This is essential for assigning case owners, involving managers for approval workflows, or notifying specific departments about claim activities. Members assigned to a claim receive relevant notifications and have appropriate access to claim details, ensuring everyone stays informed and accountable. The system maintains a clear record of who is involved in each claim, which is useful for reporting, workload management, and maintaining organisational transparency.
Core Member Actions
These actions are available to all users with access to the claim and allow for basic member management.
| Feature | Description |
|---|---|
| Search Members | Use the search functionality within the member selection panel to quickly locate users by name. The search supports partial matches and filters results in real-time as you type. You can also browse suggested groups or organisations to find relevant team members. (Available to all users with claim access)  |
| Add Member | Click the + icon in the Members widget to open the member selection panel. Use the search bar to find users by name, or select from suggested groups (e.g., 3 Clicks Apparel). Tick the checkbox next to a user's name to add them to the claim. Multiple users can be selected in a single operation. Once done, close the panel to save the changes. (Available to all users with claim access) |
| Remove Member | In the Members list, click the trash icon next to the member's name you wish to remove. A confirmation pop-up will appear asking you to confirm the removal. Click Yes to confirm and remove the member from the claim. Removed members will no longer receive notifications or have access to the claim. (Available to all users with claim access)  |
| View Member List | The Members widget displays all currently assigned members in a list format, showing each member's name and providing quick access to removal actions. This provides an at-a-glance view of who is involved in the claim. (Available to all users with claim access) |
Member Management Features
These features help organise and control member assignments and ensure proper access management.
| Feature | Description |
|---|---|
| Multi-Select Assignment | Add multiple team members to a claim in a single operation by selecting multiple checkboxes before closing the selection panel. This streamlines the process of assigning entire teams or departments to a claim. (Available to all users with claim access) |
| Organisation Grouping | Browse and select members by organisation or group (e.g., 3 Clicks Apparel). This makes it easy to assign all members of a specific department or team at once, rather than searching for individuals. (Available to all users with claim access) |
| Member Notifications | When members are added to a claim, they automatically receive notifications based on their notification preferences. This ensures team members are immediately aware of their assignment and can take appropriate action. (System-generated) |
| Access Control | Members assigned to a claim receive appropriate access permissions based on their role and the claim's settings. This ensures that only authorised personnel can view and modify claim details. (System-managed) |
Important Notes When Using Members
Primary Owner Assignment: Always assign at least one primary owner to each claim to ensure clear responsibility and accountability. Claims without assigned members may lack oversight and could lead to delays in processing or resolution.
Member Removal: When you remove a member from a claim, they immediately lose access and will no longer receive notifications. However, their historical involvement in the claim (e.g., comments, actions taken) remains visible in the claim history for audit purposes. Exercise caution when removing members, especially if they have active tasks or responsibilities related to the claim.
Access Permissions: Member assignments affect access control. Ensure that only authorised personnel are added to claims, particularly those containing sensitive information. Review member lists regularly to maintain data security and compliance with organisational policies.
Team Structure Changes: If a team member's role changes or they leave the organisation, remember to update their access to relevant claims promptly. This helps maintain data security and ensures notifications are sent to the correct personnel.
Workload Management: Be mindful of assigning too many members to a single claim, as this can lead to notification fatigue and unclear responsibilities. Assign members based on their actual involvement and responsibilities rather than adding entire departments unnecessarily.
Audit Trail: All member additions and removals are logged in the claim history, providing a complete audit trail of team involvement throughout the claim lifecycle. This is useful for reporting and understanding team engagement over time.