Adding a collaborator through the workflow dashboard

Adding a collaborator through the workflow dashboard

A collaborator is a third-party who you can invite to review and contribute to one or more claims you are making for a client. A collaborator might be, for example, an external contributor, or an employee from the client organisation. Collaborators can be added to a claim any time after the initial Qualification Checks have been answered to set up the claim.

To add a collaborator, you must be logged into the WhisperClaims system using either:

  • The user account to which the client is allocated, or

  • An account that has access to view All clients & claims

If you need access to a claim for a client who is not currently allocated to you, you must ask an administrator to either reallocate the client to you or to give your user account All clients & claims access.

You can only add a collaborator at certain points during the claim process. If the initial Qualification checks have not yet been answered, the 'Invite Collaborator' button is greyed-out and you cannot yet add collaborators. If the claim is 'In Review' or 'Finalised', you cannot add collaborators, and the claim will not appear in the collaborators dashboard. 

Once you have logged in to your account:

  1. Click the  link (top row of the WhisperClaims window)

    This displays the list of claims you can work on

  2. Locate the claim you want to work on

  3. Click the  button

    You are returned to the claim form, at the point at which work was previously stopped

  4. Click the  tab

    This displays a list of collaborators already associated with the claim, if any

  5. Click the  button

    This displays the Invite Collaborator form

  6. Complete the form by entering the email address, the full name, and the role the collaborator will be performing (for example, “Head of Research”)
    Note that if the collaborator has already been added to another claim for this client, the fields are populated automatically when you start to enter the email address

  7. Click the  button

    Once the collaborator has been invited you see the  message and an Invitation email is sent. Both you and the collaborator get a copy of the email so that you can be sure that it went out and you can see what it looks like

    The new collaborator is added to the list of collaborators associated with the claim

  8. You can use the   toggle  to control whether the collaborator has access to financial information

Some of the financial information, for example salary details, might be confidential and not suitable for sharing with collaborators. If you wish to add a collaborator who should not have access to financial information, make sure the toggle is in the 'off' position. 

Once the collaborator has logged in and set up their WhisperClaims account, they receive another email advising them that they can start entering information about the claim and providing a link to the claim. Logging in using this link displays the Claims they can work on; to work on the claim the collaborator clicks the  button. See Continuing to work on a claim for more information.


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