Adding a new user

Adding a new user

To add a new user account, you must:

  • Be logged into the WhisperClaims system as a user with Administrator ("admin") access.

  • Know the full name and email of the new user.

  • Decide the level of access the user can have initially (that is, which clients and claims they can view, and which reports they can purchase).

From any screen:

  1. Click the   button (top-right of the WhisperClaims window) and select Account

    This displays your user profile

  2. Click the  button

    This displays the names of all current WhisperClaims users in your organisation

  3. Click the Add user button

    This displays the Invite User form

  4. Enter the user's full name and email address
    The Phone number is optional

  5. Select how much information the user can view
    This can be All clients & claims or Own clients & claims

    When selecting the level of access, you need to consider whether the user needs the ability to view All clients & claims or if Own clients & claims is sufficient. In general, users should not be able to see more information than is required for them to do their daily work.

  6. Select what types of reports the user can purchase
    This can be one of None, Own clients & claims or All clients & claims

    When selecting the types of reports the user can purchase, you need to consider whether the user needs the ability to purchase All clients & claims or whether Own clients & claims (or even None) is sufficient. In general, users should not be able to purchase any reports other than those required for them to do their daily work.

  7. Select whether the user has admin access ("Licence admin")

    If you want the user to have admin access, you need to consider whether the user needs this level of access. In general, users should not need this level of access to do their daily work.

  8. Click the  button to complete the form

     

Once you have completed the form, the user will receive an email from the WhisperClaims system, inviting them to set their password and get started. The email also contains guidance about how to get help with the system.


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