"You don't have permission" — fixing access errors
ClaimDS gates each area by role. If you hit a permission or access-denied message, here's how roles work and how to get the access you need.
ClaimDS uses role-based access so that, for example, the people who approve settlements aren't necessarily the people who can export the audit trail. A permission error isn't a bug — it means your current role doesn't include that area yet.
How access works
Every member has a role in each workspace, and each role unlocks a set of areas. Sensitive areas — the audit trail, settlements, finance reports — require the more privileged roles; everyday claim work needs less. Because roles are per workspace, the same person can be an admin in one and a viewer in another.
How to resolve it
Work through the steps below. The short version: confirm your role with an admin, and have them adjust it under Settings → Team if your job needs an area you can't currently reach.
How to resolve it
Note which area is blocked
ClaimDS controls access per area — claims, settlements, reports, the audit trail and so on each require a role that includes them. The denial message usually names the roles that can reach the page you tried to open.
Check your role with an admin
Ask a workspace owner or admin which role you have. Roles such as Owner, Admin, Finance, Manager, Operator, Reviewer and Viewer each unlock a different set of areas.
Request the right role
If your work needs an area you can't reach, ask an admin to adjust your role under Settings → Team. For example, the audit trail needs a reviewing/finance-level role, and settlements need an operating or finance-level role.
Confirm you're in the right workspace
If you belong to more than one workspace, make sure you're in the correct one — switch workspaces from the workspace switcher. Access is granted per workspace, so the same account can have different roles in each.
Frequently asked
Who can change roles?
Workspace owners and admins manage members and roles under Settings → Team, including sending and accepting invites.
I was invited but still can't get in.
Make sure you accepted the invite from the email link and are signing in with the same address it was sent to. If access still looks wrong, ask the admin to confirm your assigned role.
Still stuck?
Book a demo and we'll walk through it on your own data — or just talk to us.