AccountTeam & roles
Team & roles
Enterprise: who can see and do what.
In this article
Team management is an Enterprise feature. On Pro you are a single account holder, which is how most independent adjusters and estate-sale professionals work.
Roles
| Role | Can |
|---|---|
| Owner | Everything, including billing and deleting the account |
| Admin | Manage people and settings, no billing |
| Adjuster | Work claims assigned to them |
| Viewer | Read-only, for a supervisor or a desk reviewer |
Inviting people
Invite by email address and set the role. Invitations expire if unused, and you can revoke one before it is accepted.
Claim assignment
Claims can be reassigned between people on the account — necessary when someone leaves, goes on leave, or a desk rebalances workload. Reassignment is recorded in the audit log.
There is no per-seat charge. Enterprise is volume licensing on one invoice.
Still stuck? Email kevin@kevin.co — it goes straight to a person who has settled claims.