Objective
To add a new user to the Claim Wizard account with appropriate security clearance and assign the necessary roles.
Key Steps
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Ensure you have the appropriate security clearance to access the Claim Wizard account.
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Navigate to the gears icon on the left-hand side of Claim Wizard to access account settings.
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Go to "Account Summary" and locate the option to "Add a New User."
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Enter the new user's first name, last name, email, phone number, and username.
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Choose the desired roles for the new user (adjuster, consultant, claim specialist, etc.).
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Review and select any additional roles like executive or office staff carefully.
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Approve the new user addition, considering any billing changes that may be required.
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Decide whether to send the new user an email with login details or note down the temporary password provided on-screen.
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Fill out the new user's name and email for record-keeping.
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Click on "Create Account" to finalize the addition of the new user to the system.
Cautionary Notes
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Be cautious when assigning roles like executive, as they have significant access and control over the account.
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Ensure you have the necessary information from the new user (name, email) to complete the account creation process accurately.
Tips for Efficiency
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Keep a record of temporary passwords provided on-screen for new users.
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Double-check the roles assigned to the new user to ensure they have the appropriate access levels.
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Communicate any billing changes or approvals required promptly to avoid delays in adding new users.