Access for a new starter in the schools team
Ticketclosed
Kelbrook Mutual Insurance · Access for a new starter in the schools team
A new schools starter needed read-only access to policies and claims. The ticket shows the request was clarified, but the record does not show the access being set up.
What happened
What this says
As at Fri 9 Oct 2026A new schools starter needed read-only access to policies and claims. The ticket shows the request was clarified, but the record does not show the access being set up.
Problem: Kirsty Hepworth's new starter could not open policy or claims pages because the team group alone was not enough.
Handling: Olivia Grant asked whether claims were needed and what level of access was required. Kirsty Hepworth confirmed read-only access to policies and claims. The ticket closed on 30 Jun 2026.
Watch: The evidence does not show that the role was set or that the starter could log in.
Details
Updated 9 Oct 26Trail
created · Kirsty Hepworth 16 Jun 2026 09:01Hi, I've got a new starter joining the schools team next week and she needs to see member policies and claims in B-Viz from her first day. I've added her to the team group, but she still can't open the policy or claims pages. It just says she doesn't have access. Can you check what else she needs? Thanks, Kirsty- Public reply · Olivia Grant 16 Jun 2026 16:40Hi Kirsty, thanks for raising this. Access to the policy and claims pages comes from the team group plus a role, so the group on its own won't be enough. Could you tell me whether she should see claims as well as policies, or policies only? Once I know that I can get her role set. Olivia
- Public reply · Kirsty Hepworth 17 Jun 2026 13:46Hi Olivia, sorry for the delay, I was out yesterday. She needs both policies and claims, but read only, so no edit rights. Her work email is the one on the team list. Let me know if you need anything else from me. Kirsty
- Status change · 30 Jun 2026 23:59