Staff
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Troubleshooting Staff Profiles, Access, and Assignments
Check the staff record, linked user, role, and work relationships before creating a replacement profile. A staff member is missing Check the selected...
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Deactivating, Reactivating, and Deleting Staff
Use deactivation when a person should stop accessing the organization while their staff history remains available. Deactivate a staff member Review...
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Managing Staff Created from Investigator Applications
Applicant conversion keeps recruitment information connected to the operational staff record. Use conversion for hired applicants When a person...
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Adding Staff Notes and Reviewing History
Staff notes capture ongoing operational context, while History helps explain recorded changes. Add a note Open the person's Notes tab. Use the note...
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Using the Staff Agenda and Notifications Tabs
These tabs show work and notifications associated with the staff member’s linked user account. Agenda Open the person's Agenda to review open...
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Assigning Staff to Cases, Tasks, and Events
Staff profiles identify your workforce; assignments connect those people with specific work. Assign case responsibility Open the case and use the...
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Setting Staff Pay Rates in the Price List
The staff Price List shows configured expense aliases and their default or custom rates. Review and change rates Open People > Staff, select the...
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Managing Staff Managers, Preferences, Tags, and Calendar Colors
Profile settings help your team identify staff and understand their work preferences. Update the profile Open the staff member and choose Edit. Select...
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Inviting Staff and Sending Login Instructions
A saved staff profile and a working login are separate parts of setup. Initial setup When you create an active profile with Full Access or Limited...
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Setting Staff Roles, Permissions, and Access Levels
A role defines allowed actions, while access level helps determine which records the person can work with. Access levels Full Access: access across...
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Understanding the Staff Profile Tabs
A staff profile organizes everyday information, access, rates, work, and history into separate tabs. What each tab is for Overview: identity, role,...
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Editing Staff Profiles and Contact Information
Open the staff member’s profile and choose Edit to maintain their operational details. Make an update Find the correct person under People > Staff....
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Adding Vendor Companies and Vendor Investigators
A vendor company represents the business; a vendor investigator represents the individual who performs the work. Add the company Open People > Staff...
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Adding a New Employee
Use People > Staff > New Employee to create an internal staff profile. Complete the profile Search Staff first to avoid duplicates. Choose New...
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Finding Staff and Using the Staff Directory
Open People > Staff to find employees, vendor investigators, or vendor businesses. Find a record Choose the relevant tab: All Staff, Employees, Vendor...
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Understanding Staff in CaseWyze
People > Staff brings together the employees, vendor investigators, and vendor businesses involved in your organization’s work. Choose the right...
