User Roles
Claim Core has three user roles, plus a brand admin flag. Each controls what a user can see and do. A brand that runs Claim Core for itself uses the organisation roles: its team is the party deciding claims.
Organisation Admin
Full administrative access to the 3PL operations portal.
- • Manage brands, staff, and brand user invitations
- • Configure WMS integrations
- • Create and manage automation rules
- • Set up scheduled reports
- • Switch on each brand's shopper claims page, set self-service limits and choose who decides shopper claims first
- • Configure white-label branding, SLAs and the developer interface
- • Delete claims
- • All staff capabilities
Organisation Staff
Day-to-day claims operations access.
- • View and filter all claims across all brands
- • Transition claim statuses, decide claims and reopen decided ones
- • Add internal notes and brand comments
- • View WMS evidence and uploaded files
- • View reports and download CSV exports
Brand User
Access is scoped to a single brand's portal only.
- • View their brand's claims only
- • Submit new claims
- • Upload evidence
- • Add brand-facing comments
- • Pass a shopper claim the brand is deciding to the 3PL, with a reason
- • Cannot see internal notes or 3PL-side data
- • Cannot access reporting, settings, or integrations
Brand admin (a flag on a brand user)
- • Everything a brand user can do
- • Invite, deactivate and reactivate the brand's portal users
- • Edit the brand's name and logo in portal settings
- • Accept or reject shopper claims the 3PL has routed to the brand first, recording what is granted
- • A brand needs an active brand admin before the 3PL can choose the brand-first route
Managing users
Staff and brand users are invited via email. Go to Settings → Team to manage staff. Go to Settings → Brands → [Brand] → Users to manage brand users.