Additional actions available to administrators

Additional actions available to administrators

If your WhisperClaims user account has administrator access you can:

  • Add new users

  • Delete users’ accounts

  • Edit user information

  • Edit user access

  • See and pay for reports for all clients and claims

  • View and download invoices

  • Style and customise the report

    • Related Articles

    • Downloading a claim

      You can download your report from the WhisperClaims system in either fixed Adobe™ PDF file or editable Microsoft™ Word format; if you choose the latter you can edit the report into your own format and add content as you see fit. For example, you can ...

    • Project descriptions

      HMRC require all claims to be accompanied by an Additional information form, containing detailed descriptions of a selection of the projects. The purpose of this is give HMRC a deeper understanding of the types of R&D activities undertaken during the ...

    • Reviewing and upgrading your subscription

      To view your subscription information, you must be logged into the WhisperClaims system. Once you have logged into your account: Click the button (top-right of the WhisperClaims window) and then click the button Click the button This displays a ...

    • Managing renewals

      Access the workflow dashboard and view renewals, you must be logged into the WhisperClaims system using either: The user to which the clients are allocated, or An account that has access to view All clients & claims If you need to view claims for ...

    • Paying for a claim review

      Once the WhisperClaims system has gathered all the information it needs, you can purchase and download your report. If at this stage you have any concerns about the claim or would like a second-opinion, you can opt to request and pay for a claim ...